ENGLISH CAPITAL MANAGEMENT LLC Long-Term Concentrated

Location: Bloomfield Hills, MI

CIK: 0002010442 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 8, 2026

Total Value: $171M (100.0% shares, 0.0% debt)

Holdings (36)

ARW ARROW ELECTRS INC 6.6%

Value $11.31M Shares 78,875 Est. Cost $118.63 Unrealized +12.6%

AER AERCAP HOLDINGS NV 5.5%

Value $9.456M Shares 68,933 Est. Cost $65.01 Unrealized +124.3%

SYF SYNCHRONY FINANCIAL 4.4%

Value $7.578M Shares 111,407 Est. Cost $32.52 Unrealized +134.6%

GL GLOBE LIFE INC 4.4%

Value $7.432M Shares 53,401 Est. Cost $100.31 Unrealized +41.3%

HCA HCA HEALTHCARE INC 4.3%

Value $7.315M Shares 15,457 Est. Cost $242.98 Unrealized +105.0%

AMAT APPLIED MATLS INC 4.1%

Value $6.979M Shares 20,420 Est. Cost $157.45 Unrealized +107.4%

GOOG ALPHABET INC 4.0%

Value $6.752M Shares 23,537 Est. Cost $153.12 Unrealized +111.4%

BKNG BOOKING HOLDINGS INC 3.9%

Value $6.732M Shares 1,599 Est. Cost $3159.03 Unrealized +51.4%

SNX TD SYNNEX CORPORATION 3.6%

Value $6.225M Shares 36,898 Est. Cost $95.14 Unrealized +65.6%

TSM TAIWAN SEMICONDUCTOR MANUFAC 3.6%

Value $6.116M Shares 18,098 Est. Cost $104.00 Unrealized —

RYAAY RYANAIR HOLDINGS PLC 3.6%

Value $6.069M Shares 105,000 Est. Cost $45.18 Unrealized —

CI THE CIGNA GROUP 3.4%

Value $5.873M Shares 22,018 Est. Cost $283.68 Unrealized -1.0%

SLB SLB LIMITED 3.4%

Value $5.735M Shares 111,606 Est. Cost $46.71 Unrealized +3.4%

G GENPACT LIMITED 3.3%

Value $5.624M Shares 150,975 Est. Cost $33.20 Unrealized +28.3%

FERG FERGUSON ENTERPRISES INC 3.3%

Value $5.62M Shares 24,093 Est. Cost $170.60 Unrealized +47.2%

TITN TITAN MACHY INC 2.9%

Value $4.9M Shares 293,069 Est. Cost $18.10 Unrealized -3.3%

ELV ELEVANCE HEALTH INC FORMERLY 2.7%

Value $4.543M Shares 15,518 Est. Cost $330.06 Unrealized +6.5%

AMZN AMAZON COM INC 2.7%

Value $4.536M Shares 21,779 Est. Cost $226.83 Unrealized 0.0%

MSFT MICROSOFT CORP 2.6%

Value $4.503M Shares 12,164 Est. Cost $434.61 Unrealized 0.0%

ALLY ALLY FINL INC 2.5%

Value $4.337M Shares 110,562 Est. Cost $25.93 Unrealized +64.7%

TXN TEXAS INSTRS INC 2.5%

Value $4.271M Shares 22,000 Est. Cost $157.89 Unrealized +30.6%

ASML ASML HLDG NV 2.3%

Value $3.895M Shares 2,949 Est. Cost $693.08 Unrealized —

COF CAPITAL ONE FINL CORP 2.3%

Value $3.863M Shares 21,176 Est. Cost $104.53 Unrealized +113.6%

MAS MASCO CORP 2.2%

Value $3.821M Shares 63,298 Est. Cost $56.03 Unrealized +26.0%

MKL MARKEL GROUP INC 2.1%

Value $3.62M Shares 1,891 Est. Cost $1418.73 Unrealized +46.5%

SE SEA LTD 2.1%

Value $3.613M Shares 43,631 Est. Cost $82.81 Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 2.1%

Value $3.591M Shares 5 Est. Cost $663682.70 Unrealized +11.6%

GOOGL ALPHABET INC 2.0%

Value $3.407M Shares 11,848 Est. Cost $153.23 Unrealized +111.0%

BTI BRITISH AMERN TOB PLC 1.9%

Value $3.188M Shares 54,529 Est. Cost $29.29 Unrealized —

AMCR AMCOR PLC 1.8%

Value $3.014M Shares 75,823 Est. Cost $45.83 Unrealized 0.0%

AL AIR LEASE CORP 1.7%

Value $2.906M Shares 44,746 Est. Cost $36.45 Unrealized +77.0%

MHO M/I HOMES INC 0.6%

Value $1.022M Shares 8,347 Est. Cost $108.61 Unrealized +27.0%

— CENTENE CORP DEL 0.6%

Value $985K Shares 351,900 Est. Cost — Unrealized —

MTH MERITAGE HOMES CORP 0.5%

Value $857K Shares 13,857 Est. Cost $66.27 Unrealized +12.0%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%

Value $657K Shares 1,371 Est. Cost $461.54 Unrealized +6.9%

CNC CENTENE CORP DEL 0.3%

Value $448K Shares 13,679 Est. Cost $70.32 Unrealized -38.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ARW	ARROW ELECTRS INC	78,875	$11.31M	6.6%	$118.63	+12.6%	COM	042735100
AER	AERCAP HOLDINGS NV	68,933	$9.456M	5.5%	$65.01	+124.3%	SHS	N00985106
SYF	SYNCHRONY FINANCIAL	111,407	$7.578M	4.4%	$32.52	+134.6%	COM	87165B103
GL	GLOBE LIFE INC	53,401	$7.432M	4.4%	$100.31	+41.3%	COM	37959E102
HCA	HCA HEALTHCARE INC	15,457	$7.315M	4.3%	$242.98	+105.0%	COM	40412C101
AMAT	APPLIED MATLS INC	20,420	$6.979M	4.1%	$157.45	+107.4%	COM	038222105
GOOG	ALPHABET INC	23,537	$6.752M	4.0%	$153.12	+111.4%	CAP STK CL C	02079K107
BKNG	BOOKING HOLDINGS INC	1,599	$6.732M	3.9%	$3159.03	+51.4%	COM	09857L108
SNX	TD SYNNEX CORPORATION	36,898	$6.225M	3.6%	$95.14	+65.6%	COM	87162W100
TSM	TAIWAN SEMICONDUCTOR MANUFAC	18,098	$6.116M	3.6%	$104.00	—	SPONSORED ADS	874039100
RYAAY	RYANAIR HOLDINGS PLC	105,000	$6.069M	3.6%	$45.18	—	SPONSORED ADR	783513203
CI	THE CIGNA GROUP	22,018	$5.873M	3.4%	$283.68	-1.0%	COM	125523100
SLB	SLB LIMITED	111,606	$5.735M	3.4%	$46.71	+3.4%	COM STK	806857108
G	GENPACT LIMITED	150,975	$5.624M	3.3%	$33.20	+28.3%	SHS	G3922B107
FERG	FERGUSON ENTERPRISES INC	24,093	$5.62M	3.3%	$170.60	+47.2%	COMMON STOCK NEW	31488V107
TITN	TITAN MACHY INC	293,069	$4.9M	2.9%	$18.10	-3.3%	COM	88830R101
ELV	ELEVANCE HEALTH INC FORMERLY	15,518	$4.543M	2.7%	$330.06	+6.5%	COM	036752103
AMZN	AMAZON COM INC	21,779	$4.536M	2.7%	$226.83	0.0%	COM	023135106
MSFT	MICROSOFT CORP	12,164	$4.503M	2.6%	$434.61	0.0%	COM	594918104
ALLY	ALLY FINL INC	110,562	$4.337M	2.5%	$25.93	+64.7%	COM	02005N100
TXN	TEXAS INSTRS INC	22,000	$4.271M	2.5%	$157.89	+30.6%	COM	882508104
ASML	ASML HLDG NV	2,949	$3.895M	2.3%	$693.08	—	N Y REGISTRY SHS	N07059210
COF	CAPITAL ONE FINL CORP	21,176	$3.863M	2.3%	$104.53	+113.6%	COM	14040H105
MAS	MASCO CORP	63,298	$3.821M	2.2%	$56.03	+26.0%	COM	574599106
MKL	MARKEL GROUP INC	1,891	$3.62M	2.1%	$1418.73	+46.5%	COM	570535104
SE	SEA LTD	43,631	$3.613M	2.1%	$82.81	—	SPONSORD ADS	81141R100
BRK/A	BERKSHIRE HATHAWAY INC DEL	5	$3.591M	2.1%	$663682.70	+11.6%	CL A	084670108
GOOGL	ALPHABET INC	11,848	$3.407M	2.0%	$153.23	+111.0%	CAP STK CL A	02079K305
BTI	BRITISH AMERN TOB PLC	54,529	$3.188M	1.9%	$29.29	—	SPONSORED ADR	110448107
AMCR	AMCOR PLC	75,823	$3.014M	1.8%	$45.83	0.0%	COM NEW	G0250X149
AL	AIR LEASE CORP	44,746	$2.906M	1.7%	$36.45	+77.0%	CL A	00912X302
MHO	M/I HOMES INC	8,347	$1.022M	0.6%	$108.61	+27.0%	COM	55305B101
—	CENTENE CORP DEL	351,900	$985K	0.6%	—	—	Call	15135B901
MTH	MERITAGE HOMES CORP	13,857	$857K	0.5%	$66.27	+12.0%	COM	59001A102
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,371	$657K	0.4%	$461.54	+6.9%	CL B NEW	084670702
CNC	CENTENE CORP DEL	13,679	$448K	0.3%	$70.32	-38.4%	COM	15135B101