Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ENGLISH CAPITAL MANAGEMENT LLC (CIK 2010442) reported $170.8M across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ARW ($11.3M, 6.62%), AER ($9.5M, 5.54%), SYF ($7.6M, 4.44%), GL ($7.4M, 4.35%), HCA ($7.3M, 4.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ARW | ARROW ELECTRS INC | $11.3M | 6.62% | 78,875 | Hold |
| 2 | AER | AERCAP HOLDINGS NV | $9.5M | 5.54% | 68,933 | Hold |
| 3 | SYF | SYNCHRONY FINANCIAL | $7.6M | 4.44% | 111,407 | Hold |
| 4 | GL | GLOBE LIFE INC | $7.4M | 4.35% | 53,401 | Hold |
| 5 | HCA | HCA HEALTHCARE INC | $7.3M | 4.28% | 15,457 | Hold |
| 6 | AMAT | APPLIED MATLS INC | $7.0M | 4.09% | 20,420 | Hold |
| 7 | GOOG | ALPHABET INC | $6.8M | 3.95% | 23,537 | Hold |
| 8 | BKNG | BOOKING HOLDINGS INC | $6.7M | 3.94% | 1,599 | Added |
| 9 | SNX | TD SYNNEX CORPORATION | $6.2M | 3.64% | 36,898 | Hold |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6.1M | 3.58% | 18,098 | Hold |
| 11 | RYAAY | RYANAIR HOLDINGS PLC | $6.1M | 3.55% | 105,000 | Hold |
| 12 | CI | THE CIGNA GROUP | $5.9M | 3.44% | 22,018 | Hold |
| 13 | SLB | SLB LIMITED | $5.7M | 3.36% | 111,606 | Hold |
| 14 | G | GENPACT LIMITED | $5.6M | 3.29% | 150,975 | Hold |
| 15 | FERG | FERGUSON ENTERPRISES INC | $5.6M | 3.29% | 24,093 | Hold |
| 16 | TITN | TITAN MACHY INC | $4.9M | 2.87% | 293,069 | Added |
| 17 | ELV | ELEVANCE HEALTH INC FORMERLY | $4.5M | 2.66% | 15,518 | Added |
| 18 | AMZN | AMAZON COM INC | $4.5M | 2.66% | 21,779 | New |
| 19 | MSFT | MICROSOFT CORP | $4.5M | 2.64% | 12,164 | New |
| 20 | ALLY | ALLY FINL INC | $4.3M | 2.54% | 110,562 | Hold |
| 21 | TXN | TEXAS INSTRS INC | $4.3M | 2.50% | 22,000 | Hold |
| 22 | ASML | ASML HLDG NV | $3.9M | 2.28% | 2,949 | Hold |
| 23 | COF | CAPITAL ONE FINL CORP | $3.9M | 2.26% | 21,176 | Hold |
| 24 | MAS | MASCO CORP | $3.8M | 2.24% | 63,298 | Hold |
| 25 | MKL | MARKEL GROUP INC | $3.6M | 2.12% | 1,891 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31