ENGLISH CAPITAL MANAGEMENT LLC — 13F Holdings & Portfolio

CIK 2010442 · latest 13F-HR filed 2026-08-04

ENGLISH CAPITAL MANAGEMENT LLC manages $217.2M in 13F-reported U.S. long-equity assets across 36 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ARW (7.75%), AER (4.63%), AMAT (4.57%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions and exited 3; 22 existing positions rose in reported value and 6 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

AUM

$217.2M

Long-equity book

Holdings

Distinct positions

Period

2026-06-30

Filed 2026-08-04

Q/Q Activity

+3 / −3 / ↑22 / ↓6

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 45.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Feb 26, 2026.

Assets Under Management

$241.1M

Discretionary

$241.1M

Employees

Accounts

Address

3707 W. MAPLE ROAD
BLOOMFIELD HILLS, MI 48301

Phone

(248) 457-5280

Website

WWW.LINKEDIN.COM/COMPANY/ENGLISH-CAPITAL-MANAGEMENT
WWW.ECMNGT.COM

Name	Title / Status	Ownership	Type
ENGLISH, RILEY, P Control	MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER since Apr 2015	75% or more	Individual

Ownership & leadership changes · 2 filings with changes since Mar 29, 2021

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 10, 2025 filing

ChangedENGLISH, RILEY, P · title CHIEF COMPLIANCE OFFICER / MANAGING DIRECTOR / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER → MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER

Jun 27, 2024 filing

ChangedENGLISH, RILEY, P · title MANAGING DIRECTOR → CHIEF COMPLIANCE OFFICER / MANAGING DIRECTOR / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER

Mar 29, 2021 filing (earliest on record)

ListedENGLISH, RILEY, P · MANAGING DIRECTOR · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

ARROW ELECTRS INC$5.5M +48.8%
M/I HOMES INC$5.4M +529.5%
TEXAS INSTRS INC$5.2M +121.1%
MERITAGE HOMES CORP$4.3M +501.1%
SEA LTD$3.2M +88.2%

Show all 22 →

Top Trims

GLOBE LIFE INC-$3.3M -44.1%
SYNCHRONY FINANCIAL-$2.4M -31.5%
MARKEL GROUP INC-$2.3M -62.9%
SLB LIMITED-$1.6M -27.1%
RYANAIR HOLDINGS PLC-$775.9K -12.8%

Show all 6 →

New Positions

Exited Positions

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#	Issuer	Symbol	CUSIP	Value	Δ

ENGLISH CAPITAL MANAGEMENT LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

#	Issuer	Symbol	CUSIP	Value	Weight	Shares	Type
1	ARROW ELECTRS INC	ARW	042735100	$16.8M	7.75%	78,875	SH
2	AERCAP HOLDINGS NV	AER	N00985106	$10.0M	4.63%	68,933	SH
3	APPLIED MATLS INC	AMAT	038222105	$9.9M	4.57%	13,719	SH
4	HCA HEALTHCARE INC	HCA	40412C101	$9.5M	4.39%	53,401	SH
5	TEXAS INSTRS INC	TXN	882508104	$9.4M	4.35%	35,330	SH
6	TD SYNNEX CORPORATION	SNX	87162W100	$8.6M	3.98%	18,098	SH
7	TAIWAN SEMICONDUCTOR MANUFAC	TSM	874039100	$8.5M	3.90%	111,407	SH
8	ALPHABET INC	GOOG	02079K107	$8.3M	3.83%	23,537	SH
9	CENTENE CORP DEL Call	—	15135B901	$7.7M	3.57%	351,900	SH
10	BOOKING HOLDINGS INC	BKNG	09857L108	$7.6M	3.50%	42,676	SH
11	SEA LTD	SE	81141R100	$6.8M	3.13%	105,000	SH
12	M/I HOMES INC	MHO	55305B101	$6.4M	2.96%	16,502	SH
13	TITAN MACHY INC	TITN	88830R101	$6.2M	2.85%	293,069	SH
14	ELEVANCE HEALTH INC FORMERLY	ELV	036752103	$6.1M	2.79%	22,018	SH
15	FERGUSON ENTERPRISES INC	FERG	31488V107	$6.0M	2.76%	15,518	SH
16	GENPACT LIMITED	G	G3922B107	$5.7M	2.63%	24,093	SH
17	ASML HLDG NV	ASML	N07059210	$5.7M	2.63%	2,872	SH
18	MICROSOFT CORP	MSFT	594918104	$5.5M	2.54%	9,795	SH
19	THE CIGNA GROUP	CI	125523100	$5.4M	2.48%	18,096	SH
20	CAL MAINE FOODS INC	CALM	128030202	$5.4M	2.47%	66,525	SH
21	RYANAIR HOLDINGS PLC	RYAAY	783513203	$5.3M	2.44%	188,300	SH
22	AMAZON COM INC	AMZN	023135106	$5.2M	2.39%	21,779	SH
23	SYNCHRONY FINANCIAL	SYF	87165B103	$5.2M	2.39%	111,606	SH
24	MERITAGE HOMES CORP	MTH	59001A102	$5.2M	2.37%	63,298	SH
25	ALLY FINL INC	ALLY	02005N100	$5.1M	2.34%	110,562	SH
26	PILGRIMS PRIDE CORP	PPC	72147K108	$4.8M	2.19%	12,739	SH
27	CAPITAL ONE FINL CORP	COF	14040H105	$4.2M	1.96%	21,176	SH
28	ALPHABET INC	GOOGL	02079K305	$4.2M	1.95%	11,848	SH
29	SLB LIMITED	SLB	806857108	$4.2M	1.92%	43,631	SH
30	GLOBE LIFE INC	GL	37959E102	$4.2M	1.91%	150,975	SH
31	BERKSHIRE HATHAWAY INC DEL	BRK.A	084670108	$3.7M	1.72%	5	SH
32	MASCO CORP	MAS	574599106	$3.7M	1.70%	1,891	SH
33	BRITISH AMERN TOB PLC	BTI	110448107	$3.4M	1.55%	54,529	SH
34	MARKEL GROUP INC	MKL	570535104	$1.3M	0.62%	8,347	SH
35	META PLATFORMS INC	META	30303M102	$1.2M	0.53%	13,857	SH
36	BERKSHIRE HATHAWAY INC DEL	BRK.B	084670702	$686.0K	0.32%	1,371	SH