English Capital Management LLC
English Capital Management LLC reported 36 holdings worth US$217M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 4, 2026
English Capital Management LLC reported 36 holdings worth US$217M as of Jun 30, 2026. Largest: Arrow Electronics, Inc., Alphabet Inc (google) Class C and Applied Materials, Inc. Filed Aug 4, 2026 (Form 13F).
- Holdings
- 36
- Value as reported
- US$217M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Arrow Electronics, Inc. | 78,875 | US$16.8M | 7.7% |
| Alphabet Inc (google) Class C | 35,119 | US$12.6M | 5.8% |
| Applied Materials, Inc. | 13,719 | US$9.92M | 4.6% |
| Hca Healthcare, Inc. | 53,401 | US$9.54M | 4.4% |
| Texas Instruments Incorporated | 35,330 | US$9.45M | 4.3% |
| Td Synnex Corporation | 18,098 | US$8.64M | 4.0% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 111K | US$8.47M | 3.9% |
| Booking Holdings Inc. Common Stock | 42,676 | US$7.61M | 3.5% |
| M/i Homes, Inc. | 16,502 | US$6.43M | 3.0% |
| Titan Machinery Inc. | 293K | US$6.19M | 2.8% |
| Elevance Health, Inc. | 22,018 | US$6.07M | 2.8% |
| Ferguson Enterprises Inc. | 15,518 | US$6M | 2.8% |
| Genpact Limited | 24,093 | US$5.72M | 2.6% |
| Asml Holding Nv | 2,872 | US$5.71M | 2.6% |
| Microsoft Corp. | 9,795 | US$5.52M | 2.5% |
| The Cigna Group | 18,096 | US$5.39M | 2.5% |
| Cal-maine Foods, Inc. | 66,525 | US$5.36M | 2.5% |
| Amazon.com, Inc. | 21,779 | US$5.19M | 2.4% |
| Synchrony Financial | 112K | US$5.19M | 2.4% |
| Meritage Homes Corporation | 63,298 | US$5.15M | 2.4% |
| Ally Financial Inc. | 111K | US$5.08M | 2.3% |
| Pilgrim's Pride Corporation | 12,739 | US$4.75M | 2.2% |
| Berkshire Hathaway Inc. | 8,854 | US$4.43M | 2.0% |
| Capital One Financial Corporation | 21,176 | US$4.25M | 2.0% |
| Globe Life Inc. | 151K | US$4.15M | 1.9% |
| British American Tobacco P.l.c. | 54,529 | US$3.37M | 1.6% |
| Markel Group Inc. | 8,347 | US$1.34M | 0.62% |
| Meta Platforms, Inc. | 13,857 | US$1.16M | 0.53% |
| Air Lease Corporation Class A | 0 | US$0 | 0.00% |
| Centene Corporation | 0 | US$0 | 0.00% |
| Masco Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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