Institutions / English Capital Management LLC
English Capital Management LLC
CIK 2010442 · Institution · as of Dec 31, 2025
Portfolio value
$160.08M
Positions
34
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 34 →
| Company | Value | % of portfolio |
|---|---|---|
| AerCap Holdings N.V. | $9.91M | 6.2% |
| Synchrony Financial | $9.29M | 5.8% |
| Arrow Electronics, Inc. | $8.69M | 5.4% |
| Booking Holdings Inc | $8.11M | 5.1% |
| Ryanair Holdings PLC | $7.58M | 4.7% |
| Globe Life Inc. | $7.47M | 4.7% |
| Alphabet Inc. | $7.39M | 4.6% |
| HCA Healthcare, Inc. | $7.22M | 4.5% |
| Genpact Ltd | $7.06M | 4.4% |
| Cigna Group | $6.06M | 3.8% |
| TD SYNNEX Corp | $5.54M | 3.5% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $5.50M | 3.4% |
| Ferguson Enterprises Inc. /DE | $5.36M | 3.4% |
| Applied Materials Inc /De | $5.25M | 3.3% |
| Capital One Financial Corp | $5.13M | 3.2% |
| Ally Financial Inc. | $5.01M | 3.1% |
| Titan Machinery Inc. | $4.31M | 2.7% |
| Slb LIMITED/NV | $4.28M | 2.7% |
| Markel Group Inc | $4.06M | 2.5% |
| Masco Corp /De | $4.02M | 2.5% |
| Texas Instruments Inc | $3.82M | 2.4% |
| Berkshire Hathaway Inc Del | $3.77M | 2.4% |
| Alphabet Inc. | $3.71M | 2.3% |
| Amcor PLC | $3.16M | 2.0% |
| Asml Holding N V | $3.16M | 2.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.