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13F-HR filed by ENGLISH CAPITAL MANAGEMENT LLC

ENGLISH CAPITAL MANAGEMENT LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-11, with 34 holding rows worth $151,347,508.

Accession
0001420506-25-001828
Filed
2025-08-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 34 entries on the cover page, a total value of $151,347,508 stated on the cover page (in dollars after the unit check, H1), rows summing to $151,347,508 with VALUE read as dollars as filed, 13F file number 028-23837. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ARROW ELECTRS INC042735100COM78,875$10,051,041dollars as filed
AERCAP HOLDINGS NV SHSN00985106Stock82,756$9,682,452dollars as filed
Booking Holdings Inc.09857L108COM1,514$8,764,909dollars as filed
SYNCHRONYFINL87165B103STOK128,844$8,599,049dollars as filed
Cigna Corporation125523100COM22,018$7,278,710dollars as filed
GENPACT LIMITED SHSG3922B107Stock150,975$6,644,410dollars as filed
GLOBE LIFE INC37959E102COM53,401$6,637,210dollars as filed
RYANAIR HOLDINGS PLC SPONSORED ADR783513203ADR105,000$6,055,350dollars as filed
HCA Healthcare Inc40412C101COM15,457$5,921,577dollars as filed
TITAN MACHY INC88830R101COM286,453$5,674,634dollars as filed
FERGUSON ENTERPRISES INC COMMON STOCK NEW31488V107Stock24,093$5,246,251dollars as filed
TD SYNNEX CORPORATION COM87162W100Stock36,898$5,007,059dollars as filed
Texas Instruments Incorporated882508104COM22,000$4,567,640dollars as filed
CAPITAL ONE FINL CORP14040H105COM21,176$4,505,406dollars as filed
ALLY FINL INC COM02005N100Stock110,562$4,306,390dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM23,537$4,175,228dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS18,098$4,099,016dollars as filed
MASCO CORP574599106COM63,298$4,073,859dollars as filed
MARKELGROUPINC570535104STOK1,891$3,777,008dollars as filed
Schlumberger Limited806857108COM111,606$3,772,283dollars as filed
Applied Materials,Inc.038222105COM20,420$3,738,289dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A5$3,644,000dollars as filed
AMCOR PLCG0250X107ORD379,117$3,484,085dollars as filed
CENTENE CORP DEL COM15135B101Stock53,679$2,913,696dollars as filed
CARMAX INC COM143130102Stock43,301$2,910,260dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR60,781$2,876,765dollars as filed
AIR LEASE CORP00912X302CL A44,746$2,617,194dollars as filed
UnitedHealth Group Inc91324P102COM7,841$2,446,157dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK2,949$2,363,299dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM11,848$2,087,973dollars as filed
M/I HOMES INC55305B101COM8,347$935,866dollars as filed
MERITAGE HOMES CORP COM59001A102Stock13,857$928,003dollars as filed
LGI HOMES INC COM50187T106Stock17,400$896,448dollars as filed
Berkshire Hathaway Inc084670702COM1,371$665,991dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-25-001828this filing2025-08-11acceptance time not in the bulk data set