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English Capital Management LLC

All holdings · as of Dec 31, 2025

34 positions

CompanyClassValueShares% of portfolio
AerCap Holdings N.V.—$9.91M68,9336.2%
Synchrony Financial—$9.29M111,4075.8%
ARROW ELECTRONICS, INC.—$8.69M78,8755.4%
Booking Holdings Inc—$8.11M1,5145.1%
Ryanair Holdings PLC—$7.58M105,0004.7%
GLOBE LIFE INC.—$7.47M53,4014.7%
Alphabet Inc.—$7.39M23,5374.6%
HCA Healthcare, Inc.—$7.22M15,4574.5%
Genpact Ltd—$7.06M150,9754.4%
Cigna Group—$6.06M22,0183.8%
TD SYNNEX Corp—$5.54M36,8983.5%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$5.50M18,0983.4%
Ferguson Enterprises Inc. /DE—$5.36M24,0933.4%
APPLIED MATERIALS INC /DE—$5.25M20,4203.3%
CAPITAL ONE FINANCIAL CORP—$5.13M21,1763.2%
Ally Financial Inc.—$5.01M110,5623.1%
Titan Machinery Inc.—$4.31M286,4532.7%
SLB LIMITED/NV—$4.28M111,6062.7%
Markel Group Inc—$4.06M1,8912.5%
MASCO CORP /DE—$4.02M63,2982.5%
TEXAS INSTRUMENTS INC—$3.82M22,0002.4%
BERKSHIRE HATHAWAY INC DEL—$3.77M52.4%
Alphabet Inc.—$3.71M11,8482.3%
Amcor PLC—$3.16M379,1172.0%
ASML HOLDING N V—$3.16M2,9492.0%
BRITISH AMERN TOB PLC—$3.09M54,5291.9%
SUMISHO AIR LEASE CORP—$2.87M44,7461.8%
Elevance Health Inc—$2.69M7,6821.7%
UNITEDHEALTH GROUP INC—$2.59M7,8411.6%
M/I HOMES, INC.—$1.07M8,3470.7%
Meritage Homes CORP—$911.8K13,8570.6%
LGI Homes Inc—$747.5K17,4000.5%
Warren E. Buffett—$689.1K1,3710.4%
Centene Corp—$562.9K13,6790.4%
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