English Capital Management LLC Top Holdings and 13F Report (2025) About English Capital Management LLCInvestment ActivityEnglish Capital Management LLC has $131.81 million in total holdings as of December 31, 2024.English Capital Management LLC owns shares of 30 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 4.03% of the portfolio was purchased this quarter.About 1,805.27% of the portfolio was sold this quarter.This quarter, English Capital Management LLC has purchased 31 new stocks and bought additional shares in 6 stocks.English Capital Management LLC sold shares of 1 stock and completely divested from 2 stocks this quarter.Largest Holdings Genpact $8,159,426Arrow Electronics $8,136,382AerCap $7,919,749Synchrony Financial $7,641,205Booking $7,522,188 Largest New Holdings this Quarter ASML $2,043,893 Holding Largest Purchases this Quarter ASML 2,949 shares (about $2.04M)Berkshire Hathaway 3,484 shares (about $1.58M)Centene 12,126 shares (about $734.59K)Schlumberger 10,000 shares (about $383.40K)The Cigna Group 1,202 shares (about $331.92K) Largest Sales this Quarter Berkshire Hathaway 3,484 shares (about $2.37B) Sector Allocation Over TimeMap of 500 Largest Holdings ofEnglish Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGGenpact$8,159,4260.0%189,9756.2%Business ServicesARWArrow Electronics$8,136,3820.0%71,9276.2%Computer and TechnologyAERAerCap$7,919,7490.0%82,7566.0%TransportationSYFSynchrony Financial$7,641,2050.0%117,5575.8%FinanceBKNGBooking$7,522,1880.0%1,5145.7%Retail/WholesaleGLGlobe Life$5,955,2800.0%53,4014.5%FinanceCIThe Cigna Group$5,684,618$331,920 ▲6.2%20,5864.3%MedicalCOFCapital One Financial$5,558,7690.0%31,1734.2%FinanceHCAHCA Healthcare$4,639,4190.0%15,4573.5%MedicalMASMasco$4,593,5360.0%63,2983.5%ConstructionRYAAYRyanair$4,576,9500.0%105,0003.5%TransportationGOOGAlphabet$4,482,3860.0%23,5373.4%Computer and TechnologySNXTD SYNNEX$4,327,3970.0%36,8983.3%Computer and TechnologyTXNTexas Instruments$4,125,2200.0%22,0003.1%Computer and TechnologyBRK.ABerkshire Hathaway$4,085,520$2,372,325,280 ▼-99.8%63.1%FinanceTITNTitan Machinery$3,982,583$42,390 ▲1.1%281,8533.0%Retail/WholesaleALLYAlly Financial$3,981,3380.0%110,5623.0%FinanceCNCCentene$3,923,827$734,593 ▲23.0%64,7713.0%MedicalSLBSchlumberger$3,838,064$383,400 ▲11.1%100,1062.9%Oils/EnergyTSMTaiwan Semiconductor Manufacturing$3,574,1740.0%18,0982.7%Computer and TechnologyKMXCarMax$3,540,2900.0%43,3012.7%Retail/WholesaleBERYBerry Global Group$3,381,7240.0%52,2922.6%Industrial ProductsMKLMarkel Group$3,264,3010.0%1,8912.5%Multi-Sector ConglomeratesLGIHLGI Homes$3,205,884$198,826 ▲6.6%35,8602.4%FinanceBTIBritish American Tobacco$2,207,5660.0%60,7811.7%Consumer StaplesALAir Lease$2,157,2050.0%44,7461.6%TransportationASMLASML$2,043,893$2,043,893 ▲New Holding2,9491.6%Computer and TechnologyGOOGLAlphabet$2,006,2010.0%10,5981.5%Computer and TechnologyLYGLloyds Banking Group$1,711,1930.0%629,1151.3%FinanceBRK.BBerkshire Hathaway$1,581,947$1,579,227 ▲58,066.7%3,4901.2%FinanceFERGUSON ENTERPRISES INC$0$4,784,147 ▼-100.0%00.0%COMMON STOCK NEWPLNTPlanet Fitness$0$2,379,746 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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