English Capital Management LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), English Capital Management LLC reported 31 stock positions worth $119.6 million. Its top holding was Arrow Electronics (ARW) at 7.1% of the portfolio, followed by Aercap (AER, 6.4%) and Cigna (CI, 5.4%). Compared with Q1 2024, it opened 1 new position, sold out of 3, added to 6 and reduced 4. The biggest buy was a new position in Titan Machinery (TITN) and the biggest sale Micron Technology (MU, shares −2%).

Most Recent 13F
Q2 2026
Location
BLOOMFIELD HILLS, MI
CIK
0002010442
Portfolio Value
$119.6M (Q2 2024)
SEC Filing
0001420506-24-001405 ↗ filed Aug 13, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $126.9M Q1 2024 Q2 2024: $119.6M $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 31 stocks · $119.6M
ARW Arrow Electronics Inc. 7.07% 69,977 $8.5M Add +2.9%
AER Aercap Holdings NV 6.45% 82,756 $7.7M Reduce -33.6%
CI The Cigna Group 5.36% 19,384 $6.4M No change
G Genpact Ltd. 5.11% 189,975 $6.1M Add +14.9%
BKNG Booking Holdings Inc. 5.01% 1,514 $6.0M No change
SYF Synchrony Financial 4.64% 117,557 $5.5M No change
HCA HCA Healthcare Inc. 4.15% 15,457 $5.0M No change
FERG Ferguson Jersey Ltd. 3.90% 24,093 $4.7M No change
GL Globe Life Inc. 3.67% 53,401 $4.4M Add +81.6%
ALLY Ally Financial Inc. 3.67% 110,562 $4.4M Reduce -18.0%
GOOGL Alphabet Inc. Class A 3.61% 23,537 $4.3M Add +122.1%
COF Capital One Financial Corp. 3.61% 31,173 $4.3M No change
TXN Texas Instruments Inc. 3.58% 22,000 $4.3M No change
SNX TD Synnex Corp. 3.53% 36,598 $4.2M No change
MAS Masco Corp. 3.53% 63,298 $4.2M No change
BRK.A Berkshire Hathaway Inc. Class A 3.07% 6 $3.7M No change
CNC Centene Corp. 2.92% 52,645 $3.5M Add +1.4%
KMX Carmax Inc. 2.66% 43,301 $3.2M No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 2.65% 67,066 $3.2M No change
TSM Taiwan Semiconductor-SP ADR 2.63% 18,098 $3.1M No change
BERY Berry Global Group Inc. 2.57% 52,292 $3.1M No change
MKL Markel Group Inc. 2.49% 1,891 $3.0M No change
LGIH Lgi Homes Inc. 2.37% 31,636 $2.8M Add +11.7%
TITN Titan Machinery Inc. 2.00% 150,780 $2.4M New
PLNT Planet Fitness Inc. Class A 1.80% 29,300 $2.2M No change
AL Sumisho Air Lease Corp. filed as AIR LEASE CORP 1.78% 44,746 $2.1M No change
GOOG Alphabet Inc. Class C 1.61% 10,598 $1.9M Reduce -55.0%
BTI British American Tob-SP ADR 1.57% 60,781 $1.9M No change
LYG Lloyds Banking Group PLC-ADR 1.44% 629,115 $1.7M No change
BRK.B Berkshire Hathaway Inc. Class B 1.19% 3,490 $1.4M No change
MU Micron Technology Inc. 0.37% 48,897 $443K Reduce -1.9%

Portfolio Sells Q1 2024 → Q2 2024
MU Micron Technology Inc. Reduce -1.9% 0.37% −4.26
AER Aercap Holdings NV Reduce -33.6% 6.45% −2.09
ALLY Ally Financial Inc. Reduce -18.0% 3.67% −0.64
WTM White Mountains Insurance GP Sold out 0.00% −0.00
IBKR Interactive Brokers Gro Class A Sold out 0.00% −0.00
RHI Robert Half Inc. Sold out 0.00% −0.00
GOOG Alphabet Inc. Class C Reduce -55.0% 1.61% +0.35

Portfolio Buys Q1 2024 → Q2 2024
TITN Titan Machinery Inc. New 2.00% +2.00
GL Globe Life Inc. Add +81.6% 3.67% +0.98
G Genpact Ltd. Add +14.9% 5.11% +0.82
GOOGL Alphabet Inc. Class A Add +122.1% 3.61% +0.78
ARW Arrow Electronics Inc. Add +2.9% 7.07% +0.13
LGIH Lgi Homes Inc. Add +11.7% 2.37% −0.23
CNC Centene Corp. Add +1.4% 2.92% −0.29

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