English Capital Management LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), English Capital Management LLC reported 33 stock positions worth $126.9 million. Its top holding was Aercap (AER) at 8.5% of the portfolio, followed by Arrow Electronics (ARW, 6.9%) and Cigna (CI, 5.5%). Compared with Q4 2023, it opened 1 new position, sold out of 1, added to 1 and reduced 1. The biggest buy was a new position in Texas Instruments (TXN) and the biggest sale Micron Technology (MU, shares −50%).

Most Recent 13F
Q2 2026
Location
BLOOMFIELD HILLS, MI
CIK
0002010442
Portfolio Value
$126.9M (Q1 2024)
SEC Filing
0001104659-24-060969 ↗ filed May 14, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $126.9M $126.9M Q1 2024 Q2 2024: $119.6M Q2 2024 Q3 2024: $136.8M Q3 2024 Q4 2024: $131.8M Q4 2024 Q1 2025: $134.0M Q1 2025 Q2 2025: $151.3M Q2 2025 Q3 2025: $153.0M Q3 2025 Q4 2025: $160.1M Q4 2025 Q1 2026: $169.8M Q1 2026 Q2 2026: $209.5M Q2 2026

Holdings 33 stocks · $126.9M
AER Aercap Holdings NV 8.54% 124,595 $10.8M No change
ARW Arrow Electronics Inc. 6.94% 67,977 $8.8M Add +43.9%
CI The Cigna Group 5.55% 19,384 $7.0M No change
MU Micron Technology Inc. 4.63% 49,837 $5.9M Reduce -50.1%
BKNG Booking Holdings Inc. 4.33% 1,514 $5.5M No change
ALLY Ally Financial Inc. 4.31% 134,762 $5.5M No change
G Genpact Ltd. 4.29% 165,375 $5.4M No change
FERG Ferguson Jersey Ltd. 4.15% 24,093 $5.3M No change
HCA HCA Healthcare Inc. 4.06% 15,457 $5.2M No change
SYF Synchrony Financial 4.00% 117,557 $5.1M No change
MAS Masco Corp. 3.94% 63,298 $5.0M No change
COF Capital One Financial Corp. 3.66% 31,173 $4.6M No change
SNX TD Synnex Corp. 3.26% 36,598 $4.1M No change
CNC Centene Corp. 3.21% 51,895 $4.1M No change
TXN Texas Instruments Inc. 3.02% 22,000 $3.8M New
BRK.A Berkshire Hathaway Inc. Class A 3.00% 6 $3.8M No change
KMX Carmax Inc. 2.97% 43,301 $3.8M No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 2.90% 67,066 $3.7M No change
GOOGL Alphabet Inc. Class A 2.82% 10,598 $3.6M No change
GL Globe Life Inc. 2.70% 29,401 $3.4M No change
LGIH Lgi Homes Inc. 2.60% 28,326 $3.3M No change
BERY Berry Global Group Inc. 2.49% 52,292 $3.2M No change
MKL Markel Group Inc. 2.27% 1,891 $2.9M No change
TSM Taiwan Semiconductor-SP ADR 1.94% 18,098 $2.5M No change
AL Sumisho Air Lease Corp. filed as AIR LEASE CORP 1.81% 44,746 $2.3M No change
BTI British American Tob-SP ADR 1.46% 60,781 $1.9M No change
PLNT Planet Fitness Inc. Class A 1.45% 29,300 $1.8M No change
LYG Lloyds Banking Group PLC-ADR 1.28% 629,115 $1.6M No change
GOOG Alphabet Inc. Class C 1.26% 23,537 $1.6M No change
BRK.B Berkshire Hathaway Inc. Class B 1.16% 3,490 $1.5M No change
WTM White Mountains Insurance GP 0.00% 1 $2K No change
IBKR Interactive Brokers Gro Class A 0.00% 10 $1K No change
RHI Robert Half Inc. 0.00% 10 $793 No change

Portfolio Sells Q4 2023 → Q1 2024
MU Micron Technology Inc. Reduce -50.1% 4.63% −2.70
PCAR Paccar Inc. Sold out 0.00% −2.33

Portfolio Buys Q4 2023 → Q1 2024
TXN Texas Instruments Inc. New 3.02% +3.02
ARW Arrow Electronics Inc. Add +43.9% 6.94% +1.97

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 35$209.5MARW, AER, AMAT, HCA, TXN
Q1 2026 35$169.8MARW, AER, SYF, GL, HCA
Q4 2025 34$160.1MAER, SYF, ARW, BKNG, RYAAY
Q3 2025 35$153.0MARW, AER, BKNG, SYF, GL
Q2 2025 34$151.3MARW, AER, BKNG, SYF, CI
Q1 2025 31$134.0MAER, ARW, G, CI, GL
Q4 2024 30$131.8MG, ARW, AER, SYF, BKNG
Q3 2024 31$136.8MARW, AER, G, CI, BKNG
Q2 2024 31$119.6MARW, AER, CI, G, BKNG
Q1 2024 33$126.9MAER, ARW, CI, MU, BKNG