Holdings
English Capital Management LLC
As of Jun 30, 2026, English Capital Management LLC reported 28 positions worth US$179M. Largest: Arrow Electronics, Inc., Alphabet Inc (google) Class C and Applied Materials, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Arrow Electronics, Inc. | 78,875 | US$16.8M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 35,119 | US$12.6M | −209 | Jun 30, 2026 |
| Applied Materials, Inc. | 13,719 | US$9.92M | −6,701 | Jun 30, 2026 |
| Hca Healthcare, Inc. | 53,401 | US$9.54M | +37,944 | Jun 30, 2026 |
| Texas Instruments Incorporated | 35,330 | US$9.45M | +13,330 | Jun 30, 2026 |
| Td Synnex Corporation | 18,098 | US$8.64M | −18,800 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 111K | US$8.47M | +93,309 | Jun 30, 2026 |
| Booking Holdings Inc. Common Stock | 42,676 | US$7.61M | +41,077 | Jun 30, 2026 |
| M/i Homes, Inc. | 16,502 | US$6.43M | +8,155 | Jun 30, 2026 |
| Titan Machinery Inc. | 293K | US$6.19M | no change | Jun 30, 2026 |