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ENGLISH CAPITAL MANAGEMENT LLC

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13F filer, CIK 2010442, BLOOMFIELD HILLS, MI

ENGLISH CAPITAL MANAGEMENT LLC reported $170,795,901 across 36 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-08. Its ten largest share positions make up 44.7% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-000879

Period
2026-03-31
Reported value
$171M
Holdings
36
Top 10 weight
44.7%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMZNnew+21,779$4.54M
MSFTnew+12,164$4.5M
SEnew+43,631$3.61M
AMCRnew+75,823$3.01M
ELVadded+7,836$2.29M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMCOR PLCexited-379,117-$3.16M
UNHexited-7,841-$2.59M
LGIHexited-17,400-$748K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001420506-26-000879, largest first. % of portfolio is the value over $169,810,412, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,927 shares; 2024Q4: 71,927 shares; 2025Q1: 73,875 shares; 2025Q2: 78,875 shares; 2025Q3: 78,875 shares; 2025Q4: 78,875 shares; 2026Q1: 78,875 shares 78,875$11.3M6.66%0Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,756 shares; 2024Q4: 82,756 shares; 2025Q1: 82,756 shares; 2025Q2: 82,756 shares; 2025Q3: 68,933 shares; 2025Q4: 68,933 shares; 2026Q1: 68,933 shares 68,933$9.46M5.57%0Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,557 shares; 2024Q4: 117,557 shares; 2025Q1: 117,557 shares; 2025Q2: 128,844 shares; 2025Q3: 111,407 shares; 2025Q4: 111,407 shares; 2026Q1: 111,407 shares 111,407$7.58M4.46%0Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,401 shares; 2024Q4: 53,401 shares; 2025Q1: 53,401 shares; 2025Q2: 53,401 shares; 2025Q3: 53,401 shares; 2025Q4: 53,401 shares; 2026Q1: 53,401 shares 53,401$7.43M4.38%0Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,457 shares; 2024Q4: 15,457 shares; 2025Q1: 15,457 shares; 2025Q2: 15,457 shares; 2025Q3: 15,457 shares; 2025Q4: 15,457 shares; 2026Q1: 15,457 shares 15,457$7.31M4.31%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,420 shares; 2025Q3: 20,420 shares; 2025Q4: 20,420 shares; 2026Q1: 20,420 shares 20,420$6.98M4.11%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,537 shares; 2024Q4: 23,537 shares; 2025Q1: 23,537 shares; 2025Q2: 23,537 shares; 2025Q3: 23,537 shares; 2025Q4: 23,537 shares; 2026Q1: 23,537 shares 23,537$6.75M3.98%0Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 1,514 shares; 2025Q1: 1,514 shares; 2025Q2: 1,514 shares; 2025Q3: 1,514 shares; 2025Q4: 1,514 shares; 2026Q1: 1,599 shares 1,599$6.73M3.96%+85Timeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,898 shares; 2024Q4: 36,898 shares; 2025Q1: 36,898 shares; 2025Q2: 36,898 shares; 2025Q3: 36,898 shares; 2025Q4: 36,898 shares; 2026Q1: 36,898 shares 36,898$6.23M3.67%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,098 shares; 2024Q4: 18,098 shares; 2025Q1: 18,098 shares; 2025Q2: 18,098 shares; 2025Q3: 18,098 shares; 2025Q4: 18,098 shares; 2026Q1: 18,098 shares 18,098$6.12M3.6%0Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,000 shares; 2024Q4: 105,000 shares; 2025Q1: 105,000 shares; 2025Q2: 105,000 shares; 2025Q3: 105,000 shares; 2025Q4: 105,000 shares; 2026Q1: 105,000 shares 105,000$6.07M3.57%0Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,384 shares; 2024Q4: 20,586 shares; 2025Q1: 22,506 shares; 2025Q2: 22,018 shares; 2025Q3: 22,018 shares; 2025Q4: 22,018 shares; 2026Q1: 22,018 shares 22,018$5.87M3.46%0Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,106 shares; 2024Q4: 100,106 shares; 2025Q1: 100,106 shares; 2025Q2: 111,606 shares; 2025Q3: 111,606 shares; 2025Q4: 111,606 shares; 2026Q1: 111,606 shares 111,606$5.74M3.38%0Timeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,975 shares; 2024Q4: 189,975 shares; 2025Q1: 150,975 shares; 2025Q2: 150,975 shares; 2025Q3: 150,975 shares; 2025Q4: 150,975 shares; 2026Q1: 150,975 shares 150,975$5.62M3.31%0Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,093 shares; 2024Q4: not reported; 2025Q1: 24,093 shares; 2025Q2: 24,093 shares; 2025Q3: 24,093 shares; 2025Q4: 24,093 shares; 2026Q1: 24,093 shares 24,093$5.62M3.31%0Timeline
TITNTITAN MACHY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,853 shares; 2024Q4: 281,853 shares; 2025Q1: 286,453 shares; 2025Q2: 286,453 shares; 2025Q3: 286,453 shares; 2025Q4: 286,453 shares; 2026Q1: 293,069 shares 293,069$4.9M2.89%+6,616Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,682 shares; 2025Q4: 7,682 shares; 2026Q1: 15,518 shares 15,518$4.54M2.68%+7,836Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,779 shares 21,779$4.54M2.67%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,164 shares 12,164$4.5M2.65%newTimeline
ALLYALLY FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,562 shares; 2024Q4: 110,562 shares; 2025Q1: 110,562 shares; 2025Q2: 110,562 shares; 2025Q3: 110,562 shares; 2025Q4: 110,562 shares; 2026Q1: 110,562 shares 110,562$4.34M2.55%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares 22,000$4.27M2.52%0Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,949 shares; 2025Q1: 2,949 shares; 2025Q2: 2,949 shares; 2025Q3: 2,949 shares; 2025Q4: 2,949 shares; 2026Q1: 2,949 shares 2,949$3.9M2.29%0Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,173 shares; 2024Q4: 31,173 shares; 2025Q1: 21,176 shares; 2025Q2: 21,176 shares; 2025Q3: 21,176 shares; 2025Q4: 21,176 shares; 2026Q1: 21,176 shares 21,176$3.86M2.27%0Timeline
MASMASCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,298 shares; 2024Q4: 63,298 shares; 2025Q1: 63,298 shares; 2025Q2: 63,298 shares; 2025Q3: 63,298 shares; 2025Q4: 63,298 shares; 2026Q1: 63,298 shares 63,298$3.82M2.25%0Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,891 shares; 2025Q1: 1,891 shares; 2025Q2: 1,891 shares; 2025Q3: 1,891 shares; 2025Q4: 1,891 shares; 2026Q1: 1,891 shares 1,891$3.62M2.13%0Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,631 shares 43,631$3.61M2.13%newTimeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 6 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5$3.59M2.11%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,598 shares; 2024Q4: 10,598 shares; 2025Q1: 10,598 shares; 2025Q2: 11,848 shares; 2025Q3: 11,848 shares; 2025Q4: 11,848 shares; 2026Q1: 11,848 shares 11,848$3.41M2.01%0Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,781 shares; 2024Q4: 60,781 shares; 2025Q1: 60,781 shares; 2025Q2: 60,781 shares; 2025Q3: 54,529 shares; 2025Q4: 54,529 shares; 2026Q1: 54,529 shares 54,529$3.19M1.88%0Timeline
AMCRAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,823 shares 75,823$3.01M1.77%newTimeline
ALAIR LEASE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,746 shares; 2024Q4: 44,746 shares; 2025Q1: 44,746 shares; 2025Q2: 44,746 shares; 2025Q3: 44,746 shares; 2025Q4: 44,746 shares; 2026Q1: 44,746 shares 44,746$2.91M1.71%0Timeline
MHOM/I HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,347 shares; 2025Q3: 8,347 shares; 2025Q4: 8,347 shares; 2026Q1: 8,347 shares 8,347$1.02M0.6%0Timeline
MTHMERITAGE HOMES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,857 shares; 2025Q3: 13,857 shares; 2025Q4: 13,857 shares; 2026Q1: 13,857 shares 13,857$857K0.5%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 3,490 shares; 2025Q1: 1,371 shares; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,371 shares; 2026Q1: 1,371 shares 1,371$657K0.39%0Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,645 shares; 2024Q4: 64,771 shares; 2025Q1: 64,771 shares; 2025Q2: 53,679 shares; 2025Q3: 13,679 shares; 2025Q4: 13,679 shares; 2026Q1: 13,679 shares 13,679$448K0.26%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
CENTENE CORP DELCENTENE CORP DEL CALLcall351,900$985K0

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AMCOR PLCAMCOR PLC379,117$3.16Mshares
UNHUNITEDHEALTH GROUP INC7,841$2.59Mshares
LGIHLGI HOMES INC17,400$748Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-26-000879 base2026-05-08acceptance time not in the bulk data set