English Capital Management LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), English Capital Management LLC reported 35 stock positions worth $169.8 million. Its top holding was Arrow Electronics (ARW) at 6.7% of the portfolio, followed by Aercap (AER, 5.6%) and Synchrony Financial (SYF, 4.5%). Compared with Q4 2025, it opened 3 new positions, sold out of 2 and added to 3. The biggest buy was a new position in Amazon.com (AMZN) and the biggest sale an exit from Unitedhealth (UNH).

Most Recent 13F
Q2 2026
Location
BLOOMFIELD HILLS, MI
CIK
0002010442
Portfolio Value
$169.8M (Q1 2026)
SEC Filing
0001420506-26-000879 ↗ filed May 8, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $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 $169.8M Q1 2026 Q2 2026: $209.5M Q2 2026

Holdings 35 stocks · $169.8M
ARW Arrow Electronics Inc. 6.66% 78,875 $11.3M No change
AER Aercap Holdings NV 5.57% 68,933 $9.5M No change
SYF Synchrony Financial 4.46% 111,407 $7.6M No change
GL Globe Life Inc. 4.38% 53,401 $7.4M No change
HCA HCA Healthcare Inc. 4.31% 15,457 $7.3M No change
AMAT Applied Materials Inc. 4.11% 20,420 $7.0M No change
GOOG Alphabet Inc. Class C 3.98% 23,537 $6.8M No change
BKNG Booking Holdings Inc. 3.96% 1,599 $6.7M Add +5.6%
SNX TD Synnex Corp. 3.67% 36,898 $6.2M No change
TSM Taiwan Semiconductor-SP ADR 3.60% 18,098 $6.1M No change
RYAAY Ryanair Holdings PLC-SP ADR 3.57% 105,000 $6.1M No change
CI The Cigna Group 3.46% 22,018 $5.9M No change
SLB SLB Ltd. filed as SLB LIMITED 3.38% 111,606 $5.7M No change
G Genpact Ltd. 3.31% 150,975 $5.6M No change
FERG Ferguson Enterprises Inc. 3.31% 24,093 $5.6M No change
TITN Titan Machinery Inc. 2.89% 293,069 $4.9M Add +2.3%
ELV Elevance Health Inc. 2.68% 15,518 $4.5M Add +102.0%
AMZN Amazon.com Inc. 2.67% 21,779 $4.5M New
MSFT Microsoft Corp. 2.65% 12,164 $4.5M New
ALLY Ally Financial Inc. 2.55% 110,562 $4.3M No change
TXN Texas Instruments Inc. 2.52% 22,000 $4.3M No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 2.29% 2,949 $3.9M No change
COF Capital One Financial Corp. 2.27% 21,176 $3.9M No change
MAS Masco Corp. 2.25% 63,298 $3.8M No change
MKL Markel Group Inc. 2.13% 1,891 $3.6M No change
SE Sea Ltd.-ADR 2.13% 43,631 $3.6M New
BRK.A Berkshire Hathaway Inc. Class A 2.11% 5 $3.6M No change
GOOGL Alphabet Inc. Class A 2.01% 11,848 $3.4M No change
BTI British American Tob-SP ADR 1.88% 54,529 $3.2M No change
AMCR Amcor PLC 1.77% 75,823 $3.0M No change
AL Sumisho Air Lease Corp. filed as AIR LEASE CORP 1.71% 44,746 $2.9M No change
MHO M/I Homes Inc. 0.60% 8,347 $1.0M No change
MTH Meritage Homes Corp. 0.50% 13,857 $857K No change
BRK.B Berkshire Hathaway Inc. Class B 0.39% 1,371 $657K No change
CNC Centene Corp. 0.26% 13,679 $448K No change

Options reported separately and not counted above: CENTENE CORP DEL calls ($985K).

Portfolio Sells Q4 2025 → Q1 2026
UNH Unitedhealth Group Inc. Sold out 0.00% −1.62
LGIH Lgi Homes Inc. Sold out 0.00% −0.47

Portfolio Buys Q4 2025 → Q1 2026
AMZN Amazon.com Inc. New 2.67% +2.67
MSFT Microsoft Corp. New 2.65% +2.65
SE Sea Ltd.-ADR New 2.13% +2.13
ELV Elevance Health Inc. Add +102.0% 2.68% +0.99
TITN Titan Machinery Inc. Add +2.3% 2.89% +0.19
BKNG Booking Holdings Inc. Add +5.6% 3.96% −1.10

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