ENGLISH CAPITAL MANAGEMENT LLC Long-Term Concentrated

Name: ENGLISH CAPITAL MANAGEMENT LLC Q2 2026 13F Filing | 13F Explorer
Creator: ENGLISH CAPITAL MANAGEMENT LLC
Published: 2026-08-04

Location: Bloomfield Hills, MI

CIK: 0002010442 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 4, 2026

Total Value: $217M (100.0% shares, 0.0% debt)

Holdings (36)

New Positions (3)

CALM CAL MAINE FOODS INC 2.5%

Value $5.359M Shares 66,525 Est. Cost $80.56 Unrealized —

PPC PILGRIMS PRIDE CORP 2.2%

Value $4.752M Shares 12,739 Est. Cost $373.02 Unrealized —

META META PLATFORMS INC 0.5%

Value $1.162M Shares 13,857 Est. Cost $83.85 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CALM	CAL MAINE FOODS INC	66,525	$5.359M	2.5%	$80.56	—	COM NEW	128030202
PPC	PILGRIMS PRIDE CORP	12,739	$4.752M	2.2%	$373.02	—	COM	72147K108
META	META PLATFORMS INC	13,857	$1.162M	0.5%	$83.85	—	CL A	30303M102

Increased Positions (11)

MHO M/I HOMES INC 3.0%

Value $6.434M (+529.5%) Shares 16,502 (+97.7%) Est. Cost $247.61 Unrealized —

TXN TEXAS INSTRS INC 4.3%

Value $9.445M (+121.1%) Shares 35,330 (+60.6%) Est. Cost $199.18 Unrealized —

MTH MERITAGE HOMES CORP 2.4%

Value $5.151M (+501.1%) Shares 63,298 (+356.8%) Est. Cost $78.06 Unrealized —

GL GLOBE LIFE INC 1.9%

Value $4.152M (-44.1%) Shares 150,975 (+182.7%) Est. Cost $53.25 Unrealized —

SE SEA LTD 3.1%

Value $6.799M (+88.2%) Shares 105,000 (+140.7%) Est. Cost $72.25 Unrealized —

TSM TAIWAN SEMICONDUCTOR MANUFAC 3.9%

Value $8.473M (+38.5%) Shares 111,407 (+515.6%) Est. Cost $80.59 Unrealized —

MKL MARKEL GROUP INC 0.6%

Value $1.342M (-62.9%) Shares 8,347 (+341.4%) Est. Cost $445.77 Unrealized —

HCA HCA HEALTHCARE INC 4.4%

Value $9.542M (+30.4%) Shares 53,401 (+245.5%) Est. Cost $197.29 Unrealized —

ELV ELEVANCE HEALTH INC FORMERLY 2.8%

Value $6.07M (+33.6%) Shares 22,018 (+41.9%) Est. Cost $314.00 Unrealized —

BKNG BOOKING HOLDINGS INC 3.5%

Value $7.607M (+13.0%) Shares 42,676 (+2568.9%) Est. Cost $289.93 Unrealized —

RYAAY RYANAIR HOLDINGS PLC 2.4%

Value $5.293M (-12.8%) Shares 188,300 (+79.3%) Est. Cost $37.63 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MHO	M/I HOMES INC	16,502 (+97.7%)	$6.434M (+529.5%)	3.0%	$247.61	—	COM	55305B101
TXN	TEXAS INSTRS INC	35,330 (+60.6%)	$9.445M (+121.1%)	4.3%	$199.18	—	COM	882508104
MTH	MERITAGE HOMES CORP	63,298 (+356.8%)	$5.151M (+501.1%)	2.4%	$78.06	—	COM	59001A102
GL	GLOBE LIFE INC	150,975 (+182.7%)	$4.152M (-44.1%)	1.9%	$53.25	—	COM	37959E102
SE	SEA LTD	105,000 (+140.7%)	$6.799M (+88.2%)	3.1%	$72.25	—	SPONSORD ADS	81141R100
TSM	TAIWAN SEMICONDUCTOR MANUFAC	111,407 (+515.6%)	$8.473M (+38.5%)	3.9%	$80.59	—	SPONSORED ADS	874039100
MKL	MARKEL GROUP INC	8,347 (+341.4%)	$1.342M (-62.9%)	0.6%	$445.77	—	COM	570535104
HCA	HCA HEALTHCARE INC	53,401 (+245.5%)	$9.542M (+30.4%)	4.4%	$197.29	—	COM	40412C101
ELV	ELEVANCE HEALTH INC FORMERLY	22,018 (+41.9%)	$6.07M (+33.6%)	2.8%	$314.00	—	COM	036752103
BKNG	BOOKING HOLDINGS INC	42,676 (+2568.9%)	$7.607M (+13.0%)	3.5%	$289.93	—	COM	09857L108
RYAAY	RYANAIR HOLDINGS PLC	188,300 (+79.3%)	$5.293M (-12.8%)	2.4%	$37.63	—	SPONSORED ADR	783513203

Exited Positions (3)

AMCR AMCOR PLC 1.4%

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

AL AIR LEASE CORP 1.3%

Value $2.906M Shares 44,746 Est. Cost $36.45 Unrealized —

CNC CENTENE CORP DEL 0.2%

Value $448K Shares 13,679 Est. Cost $70.32 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMCR	AMCOR PLC	75,823	$3.014M	1.4%	$45.83	—	—	G0250X149
AL	AIR LEASE CORP	44,746	$2.906M	1.3%	$36.45	—	—	00912X302
CNC	CENTENE CORP DEL	13,679	$448K	0.2%	$70.32	—	—	15135B101

Decreased Positions (9)

AMAT APPLIED MATLS INC 4.6%

Value $9.919M (+42.1%) Shares 13,719 (-32.8%) Est. Cost $157.45 Unrealized —

SNX TD SYNNEX CORPORATION 4.0%

Value $8.643M (+38.8%) Shares 18,098 (-51.0%) Est. Cost $95.14 Unrealized —

ASML ASML HLDG NV 2.6%

Value $5.714M (+46.7%) Shares 2,872 (-2.6%) Est. Cost $693.08 Unrealized —

SLB SLB LIMITED 1.9%

Value $4.181M (-27.1%) Shares 43,631 (-60.9%) Est. Cost $46.71 Unrealized —

MSFT MICROSOFT CORP 2.5%

Value $5.517M (+22.5%) Shares 9,795 (-19.5%) Est. Cost $434.61 Unrealized —

CI THE CIGNA GROUP 2.5%

Value $5.394M (-8.2%) Shares 18,096 (-17.8%) Est. Cost $283.68 Unrealized —

FERG FERGUSON ENTERPRISES INC 2.8%

Value $6.001M (+6.8%) Shares 15,518 (-35.6%) Est. Cost $170.60 Unrealized —

MAS MASCO CORP 1.7%

Value $3.693M (-3.4%) Shares 1,891 (-97.0%) Est. Cost $56.03 Unrealized —

G GENPACT LIMITED 2.6%

Value $5.718M (+1.7%) Shares 24,093 (-84.0%) Est. Cost $33.20 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMAT	APPLIED MATLS INC	13,719 (-32.8%)	$9.919M (+42.1%)	4.6%	$157.45	—	COM	038222105
SNX	TD SYNNEX CORPORATION	18,098 (-51.0%)	$8.643M (+38.8%)	4.0%	$95.14	—	COM	87162W100
ASML	ASML HLDG NV	2,872 (-2.6%)	$5.714M (+46.7%)	2.6%	$693.08	—	N Y REGISTRY SHS	N07059210
SLB	SLB LIMITED	43,631 (-60.9%)	$4.181M (-27.1%)	1.9%	$46.71	—	COM STK	806857108
MSFT	MICROSOFT CORP	9,795 (-19.5%)	$5.517M (+22.5%)	2.5%	$434.61	—	COM	594918104
CI	THE CIGNA GROUP	18,096 (-17.8%)	$5.394M (-8.2%)	2.5%	$283.68	—	COM	125523100
FERG	FERGUSON ENTERPRISES INC	15,518 (-35.6%)	$6.001M (+6.8%)	2.8%	$170.60	—	COMMON STOCK NEW	31488V107
MAS	MASCO CORP	1,891 (-97.0%)	$3.693M (-3.4%)	1.7%	$56.03	—	COM	574599106
G	GENPACT LIMITED	24,093 (-84.0%)	$5.718M (+1.7%)	2.6%	$33.20	—	SHS	G3922B107

Unchanged Positions (13)

— CENTENE CORP DEL 3.6%

Value $7.746M Shares 351,900 Est. Cost — Unrealized —

ARW ARROW ELECTRS INC 7.7%

Value $16.83M Shares 78,875 Est. Cost $118.63 Unrealized —

SYF SYNCHRONY FINANCIAL 2.4%

Value $5.189M Shares 111,606 Est. Cost $32.52 Unrealized —

GOOG ALPHABET INC 3.8%

Value $8.316M Shares 23,537 Est. Cost $153.12 Unrealized —

TITN TITAN MACHY INC 2.8%

Value $6.19M Shares 293,069 Est. Cost $18.10 Unrealized —

GOOGL ALPHABET INC 1.9%

Value $4.234M Shares 11,848 Est. Cost $153.23 Unrealized —

ALLY ALLY FINL INC 2.3%

Value $5.08M Shares 110,562 Est. Cost $25.93 Unrealized —

AMZN AMAZON COM INC 2.4%

Value $5.191M Shares 21,779 Est. Cost $226.83 Unrealized —

AER AERCAP HOLDINGS NV 4.6%

Value $10.05M Shares 68,933 Est. Cost $65.01 Unrealized —

COF CAPITAL ONE FINL CORP 2.0%

Value $4.248M Shares 21,176 Est. Cost $104.53 Unrealized —

BTI BRITISH AMERN TOB PLC 1.6%

Value $3.368M Shares 54,529 Est. Cost $29.29 Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 1.7%

Value $3.744M Shares 5 Est. Cost $663682.70 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value $686K Shares 1,371 Est. Cost $461.54 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	CENTENE CORP DEL	351,900	$7.746M	3.6%	—	—	CALL	15135B901
ARW	ARROW ELECTRS INC	78,875	$16.83M	7.7%	$118.63	—	COM	042735100
SYF	SYNCHRONY FINANCIAL	111,606	$5.189M	2.4%	$32.52	—	COM	87165B103
GOOG	ALPHABET INC	23,537	$8.316M	3.8%	$153.12	—	CAP STK CL C	02079K107
TITN	TITAN MACHY INC	293,069	$6.19M	2.8%	$18.10	—	COM	88830R101
GOOGL	ALPHABET INC	11,848	$4.234M	1.9%	$153.23	—	CAP STK CL A	02079K305
ALLY	ALLY FINL INC	110,562	$5.08M	2.3%	$25.93	—	COM	02005N100
AMZN	AMAZON COM INC	21,779	$5.191M	2.4%	$226.83	—	COM	023135106
AER	AERCAP HOLDINGS NV	68,933	$10.05M	4.6%	$65.01	—	SHS	N00985106
COF	CAPITAL ONE FINL CORP	21,176	$4.248M	2.0%	$104.53	—	COM	14040H105
BTI	BRITISH AMERN TOB PLC	54,529	$3.368M	1.6%	$29.29	—	SPONSORED ADR	110448107
BRK/A	BERKSHIRE HATHAWAY INC DEL	5	$3.744M	1.7%	$663682.70	—	CL A	084670108
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,371	$686K	0.3%	$461.54	—	CL B NEW	084670702