English Capital Management LLC Top Holdings and 13F Report (2025) About English Capital Management LLCInvestment ActivityEnglish Capital Management LLC has $151.35 million in total holdings as of June 30, 2025.English Capital Management LLC owns shares of 34 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 8.94% of the portfolio was purchased this quarter.About 5.64% of the portfolio was sold this quarter.This quarter, English Capital Management LLC has purchased 31 new stocks and bought additional shares in 4 stocks.English Capital Management LLC sold shares of 3 stocks and completely divested from 2 stocks this quarter.Largest Holdings Arrow Electronics $10,051,041Aercap $9,682,452Booking $8,764,909Synchrony Financial $8,599,049Cigna Group $7,278,710 Largest New Holdings this Quarter 038222105 - Applied Materials $3,738,289 HoldingG0250X107 - Amcor $3,484,085 Holding91324P102 - UnitedHealth Group $2,446,157 Holding55305B101 - M/I Homes $935,866 Holding59001A102 - Meritage Homes $928,003 Holding Largest Purchases this Quarter Applied Materials 20,420 shares (about $3.74M)Amcor 379,117 shares (about $3.48M)UnitedHealth Group 7,841 shares (about $2.45M)M/I Homes 8,347 shares (about $935.87K)Meritage Homes 13,857 shares (about $928.00K) Largest Sales this Quarter LGI Homes 33,360 shares (about $1.72M)Centene 11,092 shares (about $602.07K)Cigna Group 488 shares (about $161.32K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEnglish Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorARWArrow Electronics$10,051,041$637,150 ▲6.8%78,8756.6%Computer and TechnologyAERAercap$9,682,4520.0%82,7566.4%TransportationBKNGBooking$8,764,9090.0%1,5145.8%Retail/WholesaleSYFSynchrony Financial$8,599,049$753,294 ▲9.6%128,8445.7%FinanceCICigna Group$7,278,710$161,323 ▼-2.2%22,0184.8%MedicalGGenpact$6,644,4100.0%150,9754.4%Computer and TechnologyGLGlobe Life$6,637,2100.0%53,4014.4%FinanceRYAAYRyanair$6,055,3500.0%105,0004.0%TransportationHCAHCA Healthcare$5,921,5770.0%15,4573.9%MedicalTITNTitan Machinery$5,674,6340.0%286,4533.7%Retail/WholesaleFERGUSON ENTERPRISES INC$5,246,2510.0%24,0933.5%COMMON STOCK NEWSNXTD SYNNEX$5,007,0590.0%36,8983.3%Computer and TechnologyTXNTexas Instruments$4,567,6400.0%22,0003.0%Computer and TechnologyCOFCapital One Financial$4,505,4060.0%21,1763.0%FinanceALLYAlly Financial$4,306,3900.0%110,5622.8%FinanceGOOGAlphabet$4,175,2280.0%23,5372.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$4,099,0160.0%18,0982.7%Computer and TechnologyMASMasco$4,073,8590.0%63,2982.7%ConstructionMKLMarkel Group$3,777,0080.0%1,8912.5%Multi-Sector ConglomeratesSLBSchlumberger$3,772,283$388,700 ▲11.5%111,6062.5%EnergyAMATApplied Materials$3,738,289$3,738,289 ▲New Holding20,4202.5%Computer and TechnologyBRK.ABerkshire Hathaway$3,644,0000.0%52.4%FinanceAMCRAmcor$3,484,085$3,484,085 ▲New Holding379,1172.3%IndustrialsCNCCentene$2,913,696$602,074 ▼-17.1%53,6791.9%MedicalKMXCarMax$2,910,2600.0%43,3011.9%Retail/WholesaleBTIBritish American Tobacco$2,876,7650.0%60,7811.9%Consumer StaplesALAir Lease$2,617,1940.0%44,7461.7%TransportationUNHUnitedHealth Group$2,446,157$2,446,157 ▲New Holding7,8411.6%MedicalASMLASML$2,363,2990.0%2,9491.6%Computer and TechnologyGOOGLAlphabet$2,087,973$220,287 ▲11.8%11,8481.4%Computer and TechnologyMHOM/I Homes$935,866$935,866 ▲New Holding8,3470.6%ConstructionMTHMeritage Homes$928,003$928,003 ▲New Holding13,8570.6%ConstructionLGIHLGI Homes$896,448$1,718,707 ▼-65.7%17,4000.6%FinanceBRK.BBerkshire Hathaway$665,9910.0%1,3710.4%FinanceBERYBerry Global Group$0$3,650,505 ▼-100.0%00.0%IndustrialsLYGLloyds Banking Group$0$2,403,219 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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