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The Analysis of ENGLISH CAPITAL MANAGEMENT LLC's Holdings & P&L

Currently, ENGLISH CAPITAL MANAGEMENT LLC holds 35 types of securities in its portfolio with a total value $169.8M. In the most recent quarter, they have increased their positions in AMZN (+21.8K shares, valued at $4.5M), MSFT (+12.2K shares, valued at $4.5M), SE (+43.6K shares, valued at $3.6M); initiated new positions in AMZN (+21.8K shares, valued at $4.5M), MSFT (+12.2K shares, valued at $4.5M), SE (+43.6K shares, valued at $3.6M).

1M P&L

+2.9M+1.82%

3M P&L

+7.5M+4.87%

HY P&L

+22.1M+15.76%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Electronics & Computer Distribution17.5M

12.1%

2Credit Services15.8M

10.9%

3Rental & Leasing Services12.4M

8.6%

Top Industries by Stock Count

1Credit Services3 stocks

10.3%

2Rental & Leasing Services2 stocks

6.9%

3Internet Retail2 stocks

6.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ARW ARROW ELECTRS INC78.9K shares0.00%2026-03-312026-05-08

AER AERCAP HOLDINGS NV68.9K shares0.00%2026-03-312026-05-08

SYF SYNCHRONY FINANCIAL111.4K shares0.00%2026-03-312026-05-08

GL GLOBE LIFE INC53.4K shares0.00%2026-03-312026-05-08

HCA HCA HEALTHCARE INC15.5K shares0.00%2026-03-312026-05-08

AMAT APPLIED MATLS INC20.4K shares0.00%2026-03-312026-05-08

ALPHABET INC ALPHABET INC23.5K shares0.00%2026-03-312026-05-08

BKNG BOOKING HOLDINGS INC1.6K shares5.61%2026-03-312026-05-08

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SNX TD SYNNEX CORPORATION36.9K shares0.00%2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC18.1K shares0.00%2026-03-312026-05-08

RYAAY RYANAIR HOLDINGS PLC105.0K shares0.00%2026-03-312026-05-08

THE CIGNA GROUP THE CIGNA GROUP22.0K shares0.00%2026-03-312026-05-08

SLB SLB LIMITED111.6K shares0.00%2026-03-312026-05-08

G GENPACT LIMITED151.0K shares0.00%2026-03-312026-05-08

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC24.1K shares0.00%2026-03-312026-05-08

TITN TITAN MACHY INC293.1K shares2.31%2026-03-312026-05-08

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ELV ELEVANCE HEALTH INC FORMERLY15.5K shares102.00%2026-03-312026-05-08

AMZN AMAZON COM INC21.8K sharesnew addition2026-03-312026-05-08

MSFT MICROSOFT CORP12.2K sharesnew addition2026-03-312026-05-08

ALLY ALLY FINL INC110.6K shares0.00%2026-03-312026-05-08

TXN TEXAS INSTRS INC22.0K shares0.00%2026-03-312026-05-08

ASML ASML HLDG NV2.9K shares0.00%2026-03-312026-05-08

COF CAPITAL ONE FINL CORP21.2K shares0.00%2026-03-312026-05-08

MAS MASCO CORP63.3K shares0.00%2026-03-312026-05-08

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MKL MARKEL GROUP INC1.9K shares0.00%2026-03-312026-05-08

SE SEA LTD43.6K sharesnew addition2026-03-312026-05-08

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-03-312026-05-08

ALPHABET INC ALPHABET INC11.8K shares0.00%2026-03-312026-05-08

BTI BRITISH AMERN TOB PLC54.5K shares0.00%2026-03-312026-05-08

AMCOR PLC AMCOR PLC75.8K sharesnew addition2026-03-312026-05-08

AL AIR LEASE CORP44.7K shares0.00%2026-03-312026-05-08

MHO M/I HOMES INC8.3K shares0.00%2026-03-312026-05-08

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MTH MERITAGE HOMES CORP13.9K shares0.00%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares0.00%2026-03-312026-05-08

CNC CENTENE CORP DEL13.7K shares0.00%2026-03-312026-05-08

ARW

ARROW ELECTRS INC

0.00%

Shares78.9K

Event2026-03-31

Filed2026-05-08

AER

AERCAP HOLDINGS NV

0.00%

Shares68.9K

Event2026-03-31

Filed2026-05-08

SYF

SYNCHRONY FINANCIAL

0.00%

Shares111.4K

Event2026-03-31

Filed2026-05-08

GLOBE LIFE INC

0.00%

Shares53.4K

Event2026-03-31

Filed2026-05-08

HCA

HCA HEALTHCARE INC

0.00%

Shares15.5K

Event2026-03-31

Filed2026-05-08

AMAT

APPLIED MATLS INC

0.00%

Shares20.4K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

0.00%

Shares23.5K

Event2026-03-31

Filed2026-05-08

BKNG

BOOKING HOLDINGS INC

5.61%

Shares1.6K

Event2026-03-31

Filed2026-05-08

SNX

TD SYNNEX CORPORATION

0.00%

Shares36.9K

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares18.1K

Event2026-03-31

Filed2026-05-08

RYAAY

RYANAIR HOLDINGS PLC

0.00%

Shares105.0K

Event2026-03-31

Filed2026-05-08

THE CIGNA GROUP

0.00%

Shares22.0K

Event2026-03-31

Filed2026-05-08

SLB

SLB LIMITED

0.00%

Shares111.6K

Event2026-03-31

Filed2026-05-08

GENPACT LIMITED

0.00%

Shares151.0K

Event2026-03-31

Filed2026-05-08

FERGUSON ENTERPRISES INC

0.00%

Shares24.1K

Event2026-03-31

Filed2026-05-08

TITN

TITAN MACHY INC

2.31%

Shares293.1K

Event2026-03-31

Filed2026-05-08

ELV

ELEVANCE HEALTH INC FORMERLY

102.00%

Shares15.5K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

New

Shares21.8K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

New

Shares12.2K

Event2026-03-31

Filed2026-05-08

ALLY

ALLY FINL INC

0.00%

Shares110.6K

Event2026-03-31

Filed2026-05-08

TXN

TEXAS INSTRS INC

0.00%

Shares22.0K

Event2026-03-31

Filed2026-05-08

ASML

ASML HLDG NV

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-08

COF

CAPITAL ONE FINL CORP

0.00%

Shares21.2K

Event2026-03-31

Filed2026-05-08

MAS

MASCO CORP

0.00%

Shares63.3K

Event2026-03-31

Filed2026-05-08

MKL

MARKEL GROUP INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-08

SEA LTD

New

Shares43.6K

Event2026-03-31

Filed2026-05-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-03-31

Filed2026-05-08

ALPHABET INC

0.00%

Shares11.8K

Event2026-03-31

Filed2026-05-08

BTI

BRITISH AMERN TOB PLC

0.00%

Shares54.5K

Event2026-03-31

Filed2026-05-08

AMCOR PLC

New

Shares75.8K

Event2026-03-31

Filed2026-05-08

AIR LEASE CORP

0.00%

Shares44.7K

Event2026-03-31

Filed2026-05-08

MHO

M/I HOMES INC

0.00%

Shares8.3K

Event2026-03-31

Filed2026-05-08

MTH

MERITAGE HOMES CORP

0.00%

Shares13.9K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-08

CNC

CENTENE CORP DEL

0.00%

Shares13.7K

Event2026-03-31

Filed2026-05-08

Call Option Holdings

CENTENE CORP DEL Call CallCENTENE CORP DEL351.9K shares0.00%2026-03-312026-05-08

CENTENE CORP DEL Call

CENTENE CORP DEL

0.00%

Shares351.9K

Event2026-03-31

Filed2026-05-08

Put Option Holdings

No put option holdings data available