§ 13F · FUND PROFILE
ENGLISH CAPITAL MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $155M (13F)Positions · 36Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ARW | ARROW ELECTRS INC | 79K | $11M | 6.6% | ±0% |
| 2 | AER | AERCAP HOLDINGS NV | 69K | $9M | 5.5% | ±0% |
| 3 | SYF | SYNCHRONY FINANCIAL | 111K | $8M | 4.4% | ±0% |
| 4 | GL | GLOBE LIFE INC | 53K | $7M | 4.4% | ±0% |
| 5 | HCA | HCA HEALTHCARE INC | 15K | $7M | 4.3% | ±0% |
| 6 | AMAT | APPLIED MATLS INC | 20K | $7M | 4.1% | ±0% |
| 7 | GOOG | ALPHABET INC | 24K | $7M | 4.0% | ±0% |
| 8 | BKNG | BOOKING HOLDINGS INC | 2K | $7M | 3.9% | +6% |
| 9 | SNX | TD SYNNEX CORPORATION | 37K | $6M | 3.6% | ±0% |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 18K | $6M | 3.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ENGLISH SIGNAL
AC read
ENGLISH CAPITAL MANAGEMENT LLC is a Other fund managing $155 million in assets. The fund runs a portfolio of 36 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed