English Capital Management LLC Top Holdings and 13F Report (2025) About English Capital Management LLCInvestment ActivityEnglish Capital Management LLC has $134.05 million in total holdings as of March 31, 2025.English Capital Management LLC owns shares of 31 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 4.30% of the portfolio was purchased this quarter.About 4.24% of the portfolio was sold this quarter.This quarter, English Capital Management LLC has purchased 30 new stocks and bought additional shares in 4 stocks.English Capital Management LLC sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings AerCap $8,455,181Arrow Electronics $7,670,441Genpact $7,606,121The Cigna Group $7,404,474Globe Life $7,033,980 Largest New Holdings this Quarter 31488V107 - FERGUSON ENTERPRISES INC $3,860,421 Holding Largest Purchases this Quarter FERGUSON ENTERPRISES INC 24,093 shares (about $3.86M)LGI Homes 14,900 shares (about $990.40K)The Cigna Group 1,920 shares (about $631.68K)Arrow Electronics 1,948 shares (about $202.26K)Titan Machinery 4,600 shares (about $78.38K) Largest Sales this Quarter Genpact 39,000 shares (about $1.96M)Capital One Financial 9,997 shares (about $1.79M)Berkshire Hathaway 2,119 shares (about $1.13M)Berkshire Hathaway 1 shares (about $798.44K) 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 PortfolioSectorAERAerCap$8,455,1810.0%82,7566.3%TransportationARWArrow Electronics$7,670,441$202,261 ▲2.7%73,8755.7%Computer and TechnologyGGenpact$7,606,121$1,964,820 ▼-20.5%150,9755.7%Business ServicesCIThe Cigna Group$7,404,474$631,680 ▲9.3%22,5065.5%MedicalGLGlobe Life$7,033,9800.0%53,4015.2%FinanceBKNGBooking$6,974,8620.0%1,5145.2%Retail/WholesaleSYFSynchrony Financial$6,223,4680.0%117,5574.6%FinanceHCAHCA Healthcare$5,341,1660.0%15,4574.0%MedicalTITNTitan Machinery$4,881,159$78,384 ▲1.6%286,4533.6%Retail/WholesaleRYAAYRyanair$4,448,8500.0%105,0003.3%TransportationMASMasco$4,401,7430.0%63,2983.3%ConstructionSLBSchlumberger$4,184,4310.0%100,1063.1%EnergyALLYAlly Financial$4,032,1960.0%110,5623.0%FinanceBRK.ABerkshire Hathaway$3,992,208$798,442 ▼-16.7%53.0%FinanceTXNTexas Instruments$3,953,4000.0%22,0002.9%Computer and TechnologyCNCCentene$3,932,2470.0%64,7712.9%MedicalFERGUSON ENTERPRISES INC$3,860,421$3,860,421 ▲New Holding24,0932.9%COMMON STOCK NEWSNXTD SYNNEX$3,835,9160.0%36,8982.9%Computer and TechnologyCOFCapital One Financial$3,796,857$1,792,462 ▼-32.1%21,1762.8%FinanceGOOGAlphabet$3,677,1860.0%23,5372.7%Computer and TechnologyBERYBerry Global Group$3,650,5050.0%52,2922.7%IndustrialsMKLMarkel Group$3,535,4330.0%1,8912.6%Multi-Sector ConglomeratesLGIHLGI Homes$3,374,017$990,403 ▲41.6%50,7602.5%FinanceKMXCarMax$3,374,0140.0%43,3012.5%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$3,004,2680.0%18,0982.2%Computer and TechnologyBTIBritish American Tobacco$2,514,5100.0%60,7811.9%Consumer StaplesLYGLloyds Banking Group$2,403,2190.0%629,1151.8%FinanceALAir Lease$2,161,6790.0%44,7461.6%TransportationASMLASML$1,954,0960.0%2,9491.5%Computer and TechnologyGOOGLAlphabet$1,638,8750.0%10,5981.2%Computer and TechnologyBRK.BBerkshire Hathaway$730,167$1,128,537 ▼-60.7%1,3710.5%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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