ENGLISH CAPITAL MANAGEMENT LLC Long-Term Concentrated

CIK: 0002010442 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 10, 2026

Total Value ($000): $162,577 (100.0% shares, 0.0% debt)

Holdings (35)

Exited Positions (1)

KMX CARMAX INC 1.2%

Value ($000) $1,943 Shares 43,301 Est. Cost $67.22 Unrealized -40.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
KMX	CARMAX INC	43,301	$1,943	1.2%	$67.22	-40.5%	—	143130102

Unchanged Positions (35)

GOOG ALPHABET INC 4.5%

Value ($000) $7,386 Shares 23,537 Est. Cost $153.12 Unrealized +87.0%

AER AERCAP HOLDINGS NV 6.1%

Value ($000) $9,910 Shares 68,933 Est. Cost $65.01 Unrealized +103.7%

SYF SYNCHRONY FINANCIAL 5.7%

Value ($000) $9,295 Shares 111,407 Est. Cost $32.52 Unrealized +134.7%

RYAAY RYANAIR HOLDINGS PLC 4.7%

Value ($000) $7,580 Shares 105,000 Est. Cost $45.18 Unrealized —

AMAT APPLIED MATLS INC 3.2%

Value ($000) $5,248 Shares 20,420 Est. Cost $157.45 Unrealized +52.1%

ARW ARROW ELECTRS INC 5.3%

Value ($000) $8,690 Shares 78,875 Est. Cost $118.63 Unrealized -4.3%

GOOGL ALPHABET INC 2.3%

Value ($000) $3,708 Shares 11,848 Est. Cost $153.23 Unrealized +86.4%

G GENPACT LIMITED 4.3%

Value ($000) $7,063 Shares 150,975 Est. Cost $33.20 Unrealized +30.3%

— CENTENE CORP DEL 1.5%

Value ($000) $2,495 Shares 351,900 Est. Cost — Unrealized —

ALLY ALLY FINL INC 3.1%

Value ($000) $5,007 Shares 110,562 Est. Cost $25.93 Unrealized +57.3%

COF CAPITAL ONE FINL CORP 3.2%

Value ($000) $5,132 Shares 21,176 Est. Cost $104.53 Unrealized +112.6%

HCA HCA HEALTHCARE INC 4.4%

Value ($000) $7,216 Shares 15,457 Est. Cost $242.98 Unrealized +90.8%

SNX TD SYNNEX CORPORATION 3.4%

Value ($000) $5,543 Shares 36,898 Est. Cost $95.14 Unrealized +60.6%

TITN TITAN MACHY INC 2.6%

Value ($000) $4,308 Shares 286,453 Est. Cost $18.11 Unrealized -11.2%

MKL MARKEL GROUP INC 2.5%

Value ($000) $4,065 Shares 1,891 Est. Cost $1418.73 Unrealized +42.8%

SLB SLB LIMITED 2.6%

Value ($000) $4,283 Shares 111,606 Est. Cost $46.71 Unrealized -22.8%

TSM TAIWAN SEMICONDUCTOR MFG LTD 3.4%

Value ($000) $5,500 Shares 18,098 Est. Cost $104.00 Unrealized —

MAS MASCO CORP 2.5%

Value ($000) $4,017 Shares 63,298 Est. Cost $56.03 Unrealized +15.6%

ASML ASML HOLDING N V 1.9%

Value ($000) $3,155 Shares 2,949 Est. Cost $693.08 Unrealized —

CI THE CIGNA GROUP 3.7%

Value ($000) $6,060 Shares 22,018 Est. Cost $283.68 Unrealized -1.6%

TXN TEXAS INSTRS INC 2.3%

Value ($000) $3,817 Shares 22,000 Est. Cost $157.89 Unrealized +8.1%

ELV ELEVANCE HEALTH INC FORMERLY 1.7%

Value ($000) $2,693 Shares 7,682 Est. Cost $308.14 Unrealized +9.3%

BTI BRITISH AMERN TOB PLC 1.9%

Value ($000) $3,087 Shares 54,529 Est. Cost $29.29 Unrealized —

GL GLOBE LIFE INC 4.6%

Value ($000) $7,469 Shares 53,401 Est. Cost $100.31 Unrealized +35.0%

LGIH LGI HOMES INC 0.5%

Value ($000) $748 Shares 17,400 Est. Cost $100.71 Unrealized -53.4%

MHO M/I HOMES INC 0.7%

Value ($000) $1,068 Shares 8,347 Est. Cost $108.61 Unrealized +21.7%

UNH UNITEDHEALTH GROUP INC 1.6%

Value ($000) $2,588 Shares 7,841 Est. Cost $374.94 Unrealized -10.1%

MTH MERITAGE HOMES CORP 0.6%

Value ($000) $912 Shares 13,857 Est. Cost $66.27 Unrealized +4.5%

CNC CENTENE CORP DEL 0.3%

Value ($000) $563 Shares 13,679 Est. Cost $70.32 Unrealized -46.8%

BKNG BOOKING HOLDINGS INC 5.0%

Value ($000) $8,108 Shares 1,514 Est. Cost $3067.93 Unrealized +67.5%

— AMCOR PLC 1.9%

Value ($000) $3,162 Shares 379,117 Est. Cost $9.15 Unrealized -9.8%

FERG FERGUSON ENTERPRISES INC 3.3%

Value ($000) $5,364 Shares 24,093 Est. Cost $170.60 Unrealized +39.5%

AL AIR LEASE CORP 1.8%

Value ($000) $2,874 Shares 44,746 Est. Cost $36.45 Unrealized +74.7%

BRK/A BERKSHIRE HATHAWAY INC DEL 2.3%

Value ($000) $3,774 Shares 5 Est. Cost $663682.70 Unrealized +12.5%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%

Value ($000) $689 Shares 1,371 Est. Cost $461.54 Unrealized +7.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOG	ALPHABET INC	23,537	$7,386	4.5%	$153.12	+87.0%	CAP STK CL C	02079K107
AER	AERCAP HOLDINGS NV	68,933	$9,910	6.1%	$65.01	+103.7%	SHS	N00985106
SYF	SYNCHRONY FINANCIAL	111,407	$9,295	5.7%	$32.52	+134.7%	COM	87165B103
RYAAY	RYANAIR HOLDINGS PLC	105,000	$7,580	4.7%	$45.18	—	SPONSORED ADR	783513203
AMAT	APPLIED MATLS INC	20,420	$5,248	3.2%	$157.45	+52.1%	COM	038222105
ARW	ARROW ELECTRS INC	78,875	$8,690	5.3%	$118.63	-4.3%	COM	042735100
GOOGL	ALPHABET INC	11,848	$3,708	2.3%	$153.23	+86.4%	CAP STK CL A	02079K305
G	GENPACT LIMITED	150,975	$7,063	4.3%	$33.20	+30.3%	SHS	G3922B107
—	CENTENE CORP DEL	351,900	$2,495	1.5%	—	—	CALL	15135B901
ALLY	ALLY FINL INC	110,562	$5,007	3.1%	$25.93	+57.3%	COM	02005N100
COF	CAPITAL ONE FINL CORP	21,176	$5,132	3.2%	$104.53	+112.6%	COM	14040H105
HCA	HCA HEALTHCARE INC	15,457	$7,216	4.4%	$242.98	+90.8%	COM	40412C101
SNX	TD SYNNEX CORPORATION	36,898	$5,543	3.4%	$95.14	+60.6%	COM	87162W100
TITN	TITAN MACHY INC	286,453	$4,308	2.6%	$18.11	-11.2%	COM	88830R101
MKL	MARKEL GROUP INC	1,891	$4,065	2.5%	$1418.73	+42.8%	COM	570535104
SLB	SLB LIMITED	111,606	$4,283	2.6%	$46.71	-22.8%	COM STK	806857108
TSM	TAIWAN SEMICONDUCTOR MFG LTD	18,098	$5,500	3.4%	$104.00	—	SPONSORED ADS	874039100
MAS	MASCO CORP	63,298	$4,017	2.5%	$56.03	+15.6%	COM	574599106
ASML	ASML HOLDING N V	2,949	$3,155	1.9%	$693.08	—	N Y REGISTRY SHS	N07059210
CI	THE CIGNA GROUP	22,018	$6,060	3.7%	$283.68	-1.6%	COM	125523100
TXN	TEXAS INSTRS INC	22,000	$3,817	2.3%	$157.89	+8.1%	COM	882508104
ELV	ELEVANCE HEALTH INC FORMERLY	7,682	$2,693	1.7%	$308.14	+9.3%	COM	036752103
BTI	BRITISH AMERN TOB PLC	54,529	$3,087	1.9%	$29.29	—	SPONSORED ADR	110448107
GL	GLOBE LIFE INC	53,401	$7,469	4.6%	$100.31	+35.0%	COM	37959E102
LGIH	LGI HOMES INC	17,400	$748	0.5%	$100.71	-53.4%	COM	50187T106
MHO	M/I HOMES INC	8,347	$1,068	0.7%	$108.61	+21.7%	COM	55305B101
UNH	UNITEDHEALTH GROUP INC	7,841	$2,588	1.6%	$374.94	-10.1%	COM	91324P102
MTH	MERITAGE HOMES CORP	13,857	$912	0.6%	$66.27	+4.5%	COM	59001A102
CNC	CENTENE CORP DEL	13,679	$563	0.3%	$70.32	-46.8%	COM	15135B101
BKNG	BOOKING HOLDINGS INC	1,514	$8,108	5.0%	$3067.93	+67.5%	COM	09857L108
—	AMCOR PLC	379,117	$3,162	1.9%	$9.15	-9.8%	ORD	G0250X107
FERG	FERGUSON ENTERPRISES INC	24,093	$5,364	3.3%	$170.60	+39.5%	COMMON STOCK NEW	31488V107
AL	AIR LEASE CORP	44,746	$2,874	1.8%	$36.45	+74.7%	CL A	00912X302
BRK/A	BERKSHIRE HATHAWAY INC DEL	5	$3,774	2.3%	$663682.70	+12.5%	CL A	084670108
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,371	$689	0.4%	$461.54	+7.8%	CL B NEW	084670702