Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ENGLISH CAPITAL MANAGEMENT LLC (CIK 2010442) reported $217.2M across 35 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ARW ($16.8M, 7.75%), AER ($10.0M, 4.63%), AMAT ($9.9M, 4.57%), HCA ($9.5M, 4.39%), TXN ($9.4M, 4.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ARW | ARROW ELECTRS INC | $16.8M | 7.75% | 78,875 | Hold |
| 2 | AER | AERCAP HOLDINGS NV | $10.0M | 4.63% | 68,933 | Hold |
| 3 | AMAT | APPLIED MATLS INC | $9.9M | 4.57% | 13,719 | Trimmed |
| 4 | HCA | HCA HEALTHCARE INC | $9.5M | 4.39% | 53,401 | Added |
| 5 | TXN | TEXAS INSTRS INC | $9.4M | 4.35% | 35,330 | Added |
| 6 | SNX | TD SYNNEX CORPORATION | $8.6M | 3.98% | 18,098 | Trimmed |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8.5M | 3.90% | 111,407 | Added |
| 8 | GOOG | ALPHABET INC | $8.3M | 3.83% | 23,537 | Hold |
| 9 | CNC | CENTENE CORP DEL | $7.7M | 3.57% | 351,900 | Hold |
| 10 | BKNG | BOOKING HOLDINGS INC | $7.6M | 3.50% | 42,676 | Added |
| 11 | SE | SEA LTD | $6.8M | 3.13% | 105,000 | Added |
| 12 | MHO | M/I HOMES INC | $6.4M | 2.96% | 16,502 | Added |
| 13 | TITN | TITAN MACHY INC | $6.2M | 2.85% | 293,069 | Hold |
| 14 | ELV | ELEVANCE HEALTH INC FORMERLY | $6.1M | 2.79% | 22,018 | Added |
| 15 | FERG | FERGUSON ENTERPRISES INC | $6.0M | 2.76% | 15,518 | Trimmed |
| 16 | ASML | ASML HLDG NV | $5.7M | 2.63% | 2,872 | Trimmed |
| 17 | G | GENPACT LIMITED | $5.7M | 2.63% | 24,093 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $5.5M | 2.54% | 9,795 | Trimmed |
| 19 | CI | THE CIGNA GROUP | $5.4M | 2.48% | 18,096 | Trimmed |
| 20 | CALM | CAL MAINE FOODS INC | $5.4M | 2.47% | 66,525 | New |
| 21 | RYAAY | RYANAIR HOLDINGS PLC | $5.3M | 2.44% | 188,300 | Added |
| 22 | SYF | SYNCHRONY FINANCIAL | $5.2M | 2.39% | 111,606 | Added |
| 23 | AMZN | AMAZON COM INC | $5.2M | 2.39% | 21,779 | Hold |
| 24 | MTH | MERITAGE HOMES CORP | $5.2M | 2.37% | 63,298 | Added |
| 25 | ALLY | ALLY FINL INC | $5.1M | 2.34% | 110,562 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30