English Capital Management LLC
Net buyer this quarter
$217M
35
+$93.9M
44.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ARW | $16.8M | 7.75% | 0.15% | Not reported | Q4 2023 |
 AER | $10M | 4.63% | 0.04% | Not reported | Q4 2023 |
 AMAT | $9.92M | 4.57% | 0.00% | -32.8% | Q2 2025 |
 HCA | $9.54M | 4.39% | 0.02% | +245.5% | Q4 2023 |
 TXN | $9.45M | 4.35% | 0.00% | +60.6% | Q1 2024 |
 SNX | $8.64M | 3.98% | 0.02% | -51.0% | Q4 2023 |
 TSM | $8.47M | 3.90% | 0.00% | +515.6% | Q4 2023 |
 GOOG | $8.32M | 3.83% | Not reported | Not reported | Q4 2023 |
 BKNG | $7.61M | 3.50% | 0.01% | +6.8% | Q4 2023 |
 SE | $6.8M | 3.13% | 0.06% | +140.7% | Q1 2026 |
 MHO | $6.43M | 2.96% | 0.06% | +97.7% | Q2 2025 |
 TITN | $6.19M | 2.85% | 1.26% | Not reported | Q2 2024 |
 ELV | $6.07M | 2.79% | 0.01% | +41.9% | Q3 2025 |
 FERG | $6M | 2.76% | 0.01% | -35.6% | Q4 2023 |
 G | $5.72M | 2.63% | 0.01% | -84.0% | Q4 2023 |
 ASML | $5.71M | 2.63% | 0.00% | -2.6% | Q4 2024 |
 MSFT | $5.52M | 2.54% | 0.00% | -19.5% | Q1 2026 |
 CI | $5.39M | 2.48% | 0.01% | -17.8% | Q4 2023 |
 CALM | $5.36M | 2.47% | 0.14% | New | Q2 2026 |
 RYAAY | $5.29M | 2.44% | 0.02% | +79.3% | Q3 2024 |
 AMZN | $5.19M | 2.39% | 0.00% | Not reported | Q1 2026 |
 SYF | $5.19M | 2.39% | 0.03% | +0.2% | Q4 2023 |
 MTH | $5.15M | 2.37% | 0.10% | +356.8% | Q2 2025 |
 ALLY | $5.08M | 2.34% | 0.04% | Not reported | Q4 2023 |
 PPC | $4.75M | 2.19% | 0.01% | New | Q2 2026 |
 COF | $4.25M | 1.96% | 0.00% | Not reported | Q4 2023 |
| GOOGL | $4.23M | 1.95% | 0.00% | Not reported | Q4 2023 |
 SLB | $4.18M | 1.92% | 0.00% | -60.9% | Q4 2023 |
 GL | $4.15M | 1.91% | 0.16% | +182.7% | Q4 2023 |
 BRK.A | $3.74M | 1.72% | Not reported | Not reported | Q4 2023 |
 MAS | $3.69M | 1.70% | 0.00% | -97.0% | Q4 2023 |
 BTI | $3.37M | 1.55% | 0.00% | Not reported | Q4 2023 |
 MKL | $1.34M | 0.62% | 0.07% | +341.4% | Q4 2023 |
 META | $1.16M | 0.53% | Not reported | New | Q2 2026 |
| BRK.B | $686K | 0.32% | Not reported | Not reported | Q4 2023 |
| Q1 2026 | |||||
| ARW | $11.3M | 6.62% | 0.15% | Not reported | Q4 2023 |
| AER | $9.46M | 5.54% | 0.04% | Not reported | Q4 2023 |
| SYF | $7.58M | 4.44% | 0.03% | Not reported | Q4 2023 |
| GL | $7.43M | 4.35% | 0.06% | Not reported | Q4 2023 |
| HCA | $7.31M | 4.28% | 0.01% | Not reported | Q4 2023 |
| AMAT | $6.98M | 4.09% | 0.00% | Not reported | Q2 2025 |
| GOOG | $6.75M | 3.95% | Not reported | Not reported | Q4 2023 |
| BKNG | $6.73M | 3.94% | 0.01% | +5.6% | Q4 2023 |
| SNX | $6.23M | 3.64% | 0.05% | Not reported | Q4 2023 |
| TSM | $6.12M | 3.58% | 0.00% | Not reported | Q4 2023 |
| RYAAY | $6.07M | 3.55% | 0.01% | Not reported | Q3 2024 |
| CI | $5.87M | 3.44% | 0.01% | Not reported | Q4 2023 |
| SLB | $5.74M | 3.36% | 0.01% | Not reported | Q4 2023 |
| G | $5.62M | 3.29% | 0.09% | Not reported | Q4 2023 |
| FERG | $5.62M | 3.29% | 0.01% | Not reported | Q4 2023 |
| TITN | $4.9M | 2.87% | 1.25% | +2.3% | Q2 2024 |
| ELV | $4.54M | 2.66% | 0.01% | +102.0% | Q3 2025 |
| AMZN | $4.54M | 2.66% | 0.00% | New | Q1 2026 |
| MSFT | $4.5M | 2.64% | 0.00% | New | Q1 2026 |
| ALLY | $4.34M | 2.54% | 0.04% | Not reported | Q4 2023 |
| TXN | $4.27M | 2.50% | 0.00% | Not reported | Q1 2024 |
| ASML | $3.9M | 2.28% | 0.00% | Not reported | Q4 2024 |
| COF | $3.86M | 2.26% | 0.00% | Not reported | Q4 2023 |
| MAS | $3.82M | 2.24% | 0.03% | Not reported | Q4 2023 |
| MKL | $3.62M | 2.12% | 0.02% | Not reported | Q4 2023 |
| SE | $3.61M | 2.12% | 0.02% | New | Q1 2026 |
| BRK.A | $3.59M | 2.10% | Not reported | Not reported | Q4 2023 |
| GOOGL | $3.41M | 1.99% | 0.00% | Not reported | Q4 2023 |
| BTI | $3.19M | 1.87% | 0.00% | Not reported | Q4 2023 |
 AMCR | $3.01M | 1.76% | 0.02% | 0.0% | Q2 2025 |
| AL | $2.91M | 1.70% | 0.04% | Not reported | Q4 2023 |
| MHO | $1.02M | 0.60% | 0.03% | Not reported | Q2 2025 |
| MTH | $857K | 0.50% | 0.02% | Not reported | Q2 2025 |
| BRK.B | $657K | 0.38% | Not reported | Not reported | Q4 2023 |
 CNC | $448K | 0.26% | 0.00% | Not reported | Q4 2023 |
| Q4 2025 | |||||
| AER | $9.91M | 6.10% | 0.04% | Not reported | Q4 2023 |
| SYF | $9.29M | 5.72% | 0.03% | Not reported | Q4 2023 |
| ARW | $8.69M | 5.35% | 0.15% | Not reported | Q4 2023 |
| BKNG | $8.11M | 4.99% | 0.00% | Not reported | Q4 2023 |
| RYAAY | $7.58M | 4.66% | 0.01% | Not reported | Q3 2024 |
| GL | $7.47M | 4.59% | 0.06% | Not reported | Q4 2023 |
| GOOG | $7.39M | 4.54% | Not reported | Not reported | Q4 2023 |
| HCA | $7.22M | 4.44% | 0.01% | Not reported | Q4 2023 |
| G | $7.06M | 4.34% | 0.09% | Not reported | Q4 2023 |
| CI | $6.06M | 3.73% | 0.01% | Not reported | Q4 2023 |
| SNX | $5.54M | 3.41% | 0.05% | Not reported | Q4 2023 |
| TSM | $5.5M | 3.38% | 0.00% | Not reported | Q4 2023 |
| FERG | $5.36M | 3.30% | 0.01% | Not reported | Q4 2023 |
| AMAT | $5.25M | 3.23% | 0.00% | Not reported | Q2 2025 |
| COF | $5.13M | 3.16% | 0.00% | Not reported | Q4 2023 |
| ALLY | $5.01M | 3.08% | 0.04% | Not reported | Q4 2023 |
| TITN | $4.31M | 2.65% | 1.23% | Not reported | Q2 2024 |
| SLB | $4.28M | 2.63% | 0.01% | Not reported | Q4 2023 |
| MKL | $4.06M | 2.50% | 0.02% | Not reported | Q4 2023 |
| MAS | $4.02M | 2.47% | 0.03% | Not reported | Q4 2023 |
| TXN | $3.82M | 2.35% | 0.00% | Not reported | Q1 2024 |
| BRK.A | $3.77M | 2.32% | Not reported | Not reported | Q4 2023 |
| GOOGL | $3.71M | 2.28% | 0.00% | Not reported | Q4 2023 |
| AMCR | $3.16M | 1.94% | 0.02% | Not reported | Q2 2025 |
| ASML | $3.16M | 1.94% | 0.00% | Not reported | Q4 2024 |
| BTI | $3.09M | 1.90% | 0.00% | Not reported | Q4 2023 |
| AL | $2.87M | 1.77% | 0.04% | Not reported | Q4 2023 |
| ELV | $2.69M | 1.66% | 0.00% | Not reported | Q3 2025 |
 UNH | $2.59M | 1.59% | 0.00% | Not reported | Q2 2025 |
| MHO | $1.07M | 0.66% | 0.03% | Not reported | Q2 2025 |
| MTH | $912K | 0.56% | 0.02% | Not reported | Q2 2025 |
 LGIH | $748K | 0.46% | 0.08% | Not reported | Q4 2023 |
| BRK.B | $689K | 0.42% | Not reported | Not reported | Q4 2023 |
| CNC | $563K | 0.35% | 0.00% | Not reported | Q4 2023 |
| Q3 2025 | |||||
| ARW | $9.54M | 6.17% | 0.15% | Not reported | Q4 2023 |
| AER | $8.34M | 5.39% | 0.04% | -16.7% | Q4 2023 |
| BKNG | $8.17M | 5.28% | 0.00% | Not reported | Q4 2023 |
| SYF | $7.92M | 5.11% | 0.03% | -13.5% | Q4 2023 |
| GL | $7.63M | 4.93% | 0.05% | Not reported | Q4 2023 |
| HCA | $6.59M | 4.26% | 0.01% | Not reported | Q4 2023 |
| CI | $6.35M | 4.10% | 0.01% | Not reported | Q4 2023 |
| G | $6.32M | 4.09% | 0.09% | Not reported | Q4 2023 |
| RYAAY | $6.32M | 4.09% | 0.01% | Not reported | Q3 2024 |
| SNX | $6.04M | 3.90% | 0.05% | Not reported | Q4 2023 |
| GOOG | $5.73M | 3.70% | Not reported | Not reported | Q4 2023 |
| FERG | $5.41M | 3.50% | 0.01% | Not reported | Q4 2023 |
| TSM | $5.05M | 3.27% | 0.00% | Not reported | Q4 2023 |
| TITN | $4.8M | 3.10% | 1.23% | Not reported | Q2 2024 |
| COF | $4.5M | 2.91% | 0.00% | Not reported | Q4 2023 |
| MAS | $4.46M | 2.88% | 0.03% | Not reported | Q4 2023 |
| ALLY | $4.33M | 2.80% | 0.04% | Not reported | Q4 2023 |
| AMAT | $4.18M | 2.70% | 0.00% | Not reported | Q2 2025 |
| TXN | $4.04M | 2.61% | 0.00% | Not reported | Q1 2024 |
| SLB | $3.84M | 2.48% | 0.01% | Not reported | Q4 2023 |
| BRK.A | $3.77M | 2.44% | Not reported | Not reported | Q4 2023 |
| MKL | $3.61M | 2.34% | 0.01% | Not reported | Q4 2023 |
| AMCR | $3.1M | 2.00% | 0.02% | Not reported | Q2 2025 |
| BTI | $2.89M | 1.87% | 0.00% | -10.3% | Q4 2023 |
| GOOGL | $2.88M | 1.86% | 0.00% | Not reported | Q4 2023 |
| ASML | $2.85M | 1.84% | 0.00% | Not reported | Q4 2024 |
| AL | $2.85M | 1.84% | 0.04% | Not reported | Q4 2023 |
| UNH | $2.71M | 1.75% | 0.00% | Not reported | Q2 2025 |
| ELV | $2.48M | 1.60% | 0.00% | New | Q3 2025 |
 KMX | $1.94M | 1.26% | 0.03% | Not reported | Q4 2023 |
| MHO | $1.21M | 0.78% | 0.03% | Not reported | Q2 2025 |
| MTH | $1M | 0.65% | 0.02% | Not reported | Q2 2025 |
| LGIH | $900K | 0.58% | 0.08% | Not reported | Q4 2023 |
| BRK.B | $689K | 0.45% | Not reported | Not reported | Q4 2023 |
| CNC | $488K | 0.32% | 0.00% | -74.5% | Q4 2023 |