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13F-HR filed by ENGLISH CAPITAL MANAGEMENT LLC

ENGLISH CAPITAL MANAGEMENT LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-04, with 36 holding rows worth $217,233,492.

Accession
0001420506-26-001401
Filed
2026-08-04
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 36 entries on the cover page, a total value of $217,233,492 stated on the cover page (in dollars after the unit check, H1), rows summing to $217,233,492 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$16,832,714dollars as filed
AERCAP HOLDINGS NV SHSN00985106Stock68,933$10,049,053dollars as filed
Applied Materials,Inc.038222105COM13,719$9,918,837dollars as filed
HCA Healthcare Inc40412C101COM53,401$9,541,691dollars as filed
Texas Instruments Incorporated882508104COM35,330$9,445,122dollars as filed
TD SYNNEX CORPORATION COM87162W100Stock18,098$8,643,062dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS111,407$8,472,502dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM23,537$8,316,328dollars as filed
CENTENE CORP DEL15135B901CALL351,900$7,746,015dollars as filedcall
Booking Holdings Inc.09857L108COM42,676$7,606,570dollars as filed
SEA LTD81141R100SPONSORD ADS105,000$6,798,750dollars as filed
M/I HOMES INC55305B101COM16,502$6,433,965dollars as filed
TITAN MACHY INC88830R101COM293,069$6,189,617dollars as filed
Elevance Health, Inc.036752103COM22,018$6,069,922dollars as filed
FERGUSON ENTERPRISES INC COMMON STOCK NEW31488V107Stock15,518$6,001,276dollars as filed
GENPACT LIMITED SHSG3922B107Stock24,093$5,717,992dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK2,872$5,713,672dollars as filed
Microsoft Corp594918104COM9,795$5,517,426dollars as filed
Cigna Corporation125523100COM18,096$5,393,875dollars as filed
CAL MAINE FOODS INC COM NEW128030202Stock66,525$5,359,254dollars as filed
RYANAIR HOLDINGS PLC SPONSORED ADR783513203ADR188,300$5,293,113dollars as filed
Amazon.com, Inc023135106COM21,779$5,190,807dollars as filed
SYNCHRONYFINL87165B103STOK111,606$5,188,563dollars as filed
MERITAGE HOMES CORP COM59001A102Stock63,298$5,150,558dollars as filed
ALLY FINL INC COM02005N100Stock110,562$5,080,324dollars as filed
PILGRIMS PRIDE CORP COM72147K108Stock12,739$4,751,902dollars as filed
CAPITAL ONE FINL CORP14040H105COM21,176$4,248,329dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM11,848$4,234,120dollars as filed
Schlumberger Limited806857108COM43,631$4,181,159dollars as filed
GLOBE LIFE INC37959E102COM150,975$4,151,813dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A5$3,744,250dollars as filed
MASCO CORP574599106COM1,891$3,693,142dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR54,529$3,367,711dollars as filed
MARKELGROUPINC570535104STOK8,347$1,342,114dollars as filed
META PLATFORMS INC CL A30303M102COM13,857$1,161,909dollars as filed
Berkshire Hathaway Inc084670702COM1,371$686,035dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-26-001401this filing2026-08-04acceptance time not in the bulk data set