ENGLISH CAPITAL MANAGEMENT LLC Long-Term Concentrated

Location: Bloomfield Hills, MI

CIK: 0002010442 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 10, 2026

Total Value: $163M (100.0% shares, 0.0% debt)

Holdings (35)

AER AERCAP HOLDINGS NV 6.1%

Value $9.91M Shares 68,933 Est. Cost $65.01 Unrealized +103.7%

SYF SYNCHRONY FINANCIAL 5.7%

Value $9.295M Shares 111,407 Est. Cost $32.52 Unrealized +134.7%

ARW ARROW ELECTRS INC 5.3%

Value $8.69M Shares 78,875 Est. Cost $118.63 Unrealized -4.3%

BKNG BOOKING HOLDINGS INC 5.0%

Value $8.108M Shares 1,514 Est. Cost $3067.93 Unrealized +67.5%

RYAAY RYANAIR HOLDINGS PLC 4.7%

Value $7.58M Shares 105,000 Est. Cost $45.18 Unrealized —

GL GLOBE LIFE INC 4.6%

Value $7.469M Shares 53,401 Est. Cost $100.31 Unrealized +35.0%

GOOG ALPHABET INC 4.5%

Value $7.386M Shares 23,537 Est. Cost $153.12 Unrealized +87.0%

HCA HCA HEALTHCARE INC 4.4%

Value $7.216M Shares 15,457 Est. Cost $242.98 Unrealized +90.8%

G GENPACT LIMITED 4.3%

Value $7.063M Shares 150,975 Est. Cost $33.20 Unrealized +30.3%

CI THE CIGNA GROUP 3.7%

Value $6.06M Shares 22,018 Est. Cost $283.68 Unrealized -1.6%

SNX TD SYNNEX CORPORATION 3.4%

Value $5.543M Shares 36,898 Est. Cost $95.14 Unrealized +60.6%

TSM TAIWAN SEMICONDUCTOR MFG LTD 3.4%

Value $5.5M Shares 18,098 Est. Cost $104.00 Unrealized —

FERG FERGUSON ENTERPRISES INC 3.3%

Value $5.364M Shares 24,093 Est. Cost $170.60 Unrealized +39.5%

AMAT APPLIED MATLS INC 3.2%

Value $5.248M Shares 20,420 Est. Cost $157.45 Unrealized +52.1%

COF CAPITAL ONE FINL CORP 3.2%

Value $5.132M Shares 21,176 Est. Cost $104.53 Unrealized +112.6%

ALLY ALLY FINL INC 3.1%

Value $5.007M Shares 110,562 Est. Cost $25.93 Unrealized +57.3%

TITN TITAN MACHY INC 2.6%

Value $4.308M Shares 286,453 Est. Cost $18.11 Unrealized -11.2%

SLB SLB LIMITED 2.6%

Value $4.283M Shares 111,606 Est. Cost $46.71 Unrealized -22.8%

MKL MARKEL GROUP INC 2.5%

Value $4.065M Shares 1,891 Est. Cost $1418.73 Unrealized +42.8%

MAS MASCO CORP 2.5%

Value $4.017M Shares 63,298 Est. Cost $56.03 Unrealized +15.6%

TXN TEXAS INSTRS INC 2.3%

Value $3.817M Shares 22,000 Est. Cost $157.89 Unrealized +8.1%

BRK/A BERKSHIRE HATHAWAY INC DEL 2.3%

Value $3.774M Shares 5 Est. Cost $663682.70 Unrealized +12.5%

GOOGL ALPHABET INC 2.3%

Value $3.708M Shares 11,848 Est. Cost $153.23 Unrealized +86.4%

— AMCOR PLC 1.9%

Value $3.162M Shares 379,117 Est. Cost $9.15 Unrealized -9.8%

ASML ASML HOLDING N V 1.9%

Value $3.155M Shares 2,949 Est. Cost $693.08 Unrealized —

BTI BRITISH AMERN TOB PLC 1.9%

Value $3.087M Shares 54,529 Est. Cost $29.29 Unrealized —

AL AIR LEASE CORP 1.8%

Value $2.874M Shares 44,746 Est. Cost $36.45 Unrealized +74.7%

ELV ELEVANCE HEALTH INC FORMERLY 1.7%

Value $2.693M Shares 7,682 Est. Cost $308.14 Unrealized +9.3%

UNH UNITEDHEALTH GROUP INC 1.6%

Value $2.588M Shares 7,841 Est. Cost $374.94 Unrealized -10.1%

— CENTENE CORP DEL 1.5%

Value $2.495M Shares 351,900 Est. Cost — Unrealized —

MHO M/I HOMES INC 0.7%

Value $1.068M Shares 8,347 Est. Cost $108.61 Unrealized +21.7%

MTH MERITAGE HOMES CORP 0.6%

Value $912K Shares 13,857 Est. Cost $66.27 Unrealized +4.5%

LGIH LGI HOMES INC 0.5%

Value $748K Shares 17,400 Est. Cost $100.71 Unrealized -53.4%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%

Value $689K Shares 1,371 Est. Cost $461.54 Unrealized +7.8%

CNC CENTENE CORP DEL 0.3%

Value $563K Shares 13,679 Est. Cost $70.32 Unrealized -46.8%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AER	AERCAP HOLDINGS NV	68,933	$9.91M	6.1%	$65.01	+103.7%	SHS	N00985106
SYF	SYNCHRONY FINANCIAL	111,407	$9.295M	5.7%	$32.52	+134.7%	COM	87165B103
ARW	ARROW ELECTRS INC	78,875	$8.69M	5.3%	$118.63	-4.3%	COM	042735100
BKNG	BOOKING HOLDINGS INC	1,514	$8.108M	5.0%	$3067.93	+67.5%	COM	09857L108
RYAAY	RYANAIR HOLDINGS PLC	105,000	$7.58M	4.7%	$45.18	—	SPONSORED ADR	783513203
GL	GLOBE LIFE INC	53,401	$7.469M	4.6%	$100.31	+35.0%	COM	37959E102
GOOG	ALPHABET INC	23,537	$7.386M	4.5%	$153.12	+87.0%	CAP STK CL C	02079K107
HCA	HCA HEALTHCARE INC	15,457	$7.216M	4.4%	$242.98	+90.8%	COM	40412C101
G	GENPACT LIMITED	150,975	$7.063M	4.3%	$33.20	+30.3%	SHS	G3922B107
CI	THE CIGNA GROUP	22,018	$6.06M	3.7%	$283.68	-1.6%	COM	125523100
SNX	TD SYNNEX CORPORATION	36,898	$5.543M	3.4%	$95.14	+60.6%	COM	87162W100
TSM	TAIWAN SEMICONDUCTOR MFG LTD	18,098	$5.5M	3.4%	$104.00	—	SPONSORED ADS	874039100
FERG	FERGUSON ENTERPRISES INC	24,093	$5.364M	3.3%	$170.60	+39.5%	COMMON STOCK NEW	31488V107
AMAT	APPLIED MATLS INC	20,420	$5.248M	3.2%	$157.45	+52.1%	COM	038222105
COF	CAPITAL ONE FINL CORP	21,176	$5.132M	3.2%	$104.53	+112.6%	COM	14040H105
ALLY	ALLY FINL INC	110,562	$5.007M	3.1%	$25.93	+57.3%	COM	02005N100
TITN	TITAN MACHY INC	286,453	$4.308M	2.6%	$18.11	-11.2%	COM	88830R101
SLB	SLB LIMITED	111,606	$4.283M	2.6%	$46.71	-22.8%	COM STK	806857108
MKL	MARKEL GROUP INC	1,891	$4.065M	2.5%	$1418.73	+42.8%	COM	570535104
MAS	MASCO CORP	63,298	$4.017M	2.5%	$56.03	+15.6%	COM	574599106
TXN	TEXAS INSTRS INC	22,000	$3.817M	2.3%	$157.89	+8.1%	COM	882508104
BRK/A	BERKSHIRE HATHAWAY INC DEL	5	$3.774M	2.3%	$663682.70	+12.5%	CL A	084670108
GOOGL	ALPHABET INC	11,848	$3.708M	2.3%	$153.23	+86.4%	CAP STK CL A	02079K305
—	AMCOR PLC	379,117	$3.162M	1.9%	$9.15	-9.8%	ORD	G0250X107
ASML	ASML HOLDING N V	2,949	$3.155M	1.9%	$693.08	—	N Y REGISTRY SHS	N07059210
BTI	BRITISH AMERN TOB PLC	54,529	$3.087M	1.9%	$29.29	—	SPONSORED ADR	110448107
AL	AIR LEASE CORP	44,746	$2.874M	1.8%	$36.45	+74.7%	CL A	00912X302
ELV	ELEVANCE HEALTH INC FORMERLY	7,682	$2.693M	1.7%	$308.14	+9.3%	COM	036752103
UNH	UNITEDHEALTH GROUP INC	7,841	$2.588M	1.6%	$374.94	-10.1%	COM	91324P102
—	CENTENE CORP DEL	351,900	$2.495M	1.5%	—	—	Call	15135B901
MHO	M/I HOMES INC	8,347	$1.068M	0.7%	$108.61	+21.7%	COM	55305B101
MTH	MERITAGE HOMES CORP	13,857	$912K	0.6%	$66.27	+4.5%	COM	59001A102
LGIH	LGI HOMES INC	17,400	$748K	0.5%	$100.71	-53.4%	COM	50187T106
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,371	$689K	0.4%	$461.54	+7.8%	CL B NEW	084670702
CNC	CENTENE CORP DEL	13,679	$563K	0.3%	$70.32	-46.8%	COM	15135B101