ENGLISH CAPITAL MANAGEMENT LLC

BLOOMFIELD HILLS, MI · CIK 2010442 · 13F filing filed 2026-08-04

SEC-registered investment adviser since 2024 · limited liability company

Assets managed$241.1m
Staff2 · 2 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $241.1m gross assets
Form ADV · 2026-02-26SEC adviser record

Kindhedge funds
Others nearbyBloomfield Hills, MI

As an employer

Offices in1 country
Private fundshedge 1

$209.5m reported value +23.4% vs Q1 2026

35positions

45.6%in top 10

3 new 12 added 9 reduced 3 sold out vs Q1 2026

Options: 1 call positions ($7.7m notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ARROW ELECTRS INC COM ARW	ARW	78,875	$16.8m8.04%	8.04%	Unchanged
2	AERCAP HOLDINGS NV SHS AER	AER	68,933	$10.0m4.80%	4.80%	Unchanged
3	APPLIED MATLS INC COM AMAT	AMAT	13,719	$9.9m4.73%	4.73%	Reduced -6.7k	-6,701 -32.8%
4	HCA HEALTHCARE INC COM HCA	HCA	53,401	$9.5m4.55%	4.55%	Added +37.9k	+37,944 245.5%
5	TEXAS INSTRS INC COM TXN	TXN	35,330	$9.4m4.51%	4.51%	Added +13.3k	+13,330 60.6%
6	TD SYNNEX CORPORATION COM SNX	SNX	18,098	$8.6m4.13%	4.13%	Reduced -18.8k	-18,800 -51.0%
7	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	111,407	$8.5m4.04%	4.04%	Added +93.3k	+93,309 515.6%
8	ALPHABET INC CAP STK CL C GOOG	GOOG	23,537	$8.3m3.97%	3.97%	Unchanged
9	BOOKING HOLDINGS INC COM BKNG	BKNG	42,676	$7.6m3.63%	3.63%	Added +2.7k	+2,701 6.8%
10	SEA LTD SPONSORD ADS SE	SE	105,000	$6.8m3.25%	3.25%	Added +61.4k	+61,369 140.7%
11	M/I HOMES INC COM MHO	MHO	16,502	$6.4m3.07%	3.07%	Added +8.2k	+8,155 97.7%
12	TITAN MACHY INC COM TITN	TITN	293,069	$6.2m2.95%	2.95%	Unchanged
13	ELEVANCE HEALTH INC COM ELV	ELV	22,018	$6.1m2.90%	2.90%	Added +6.5k	+6,500 41.9%
14	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	15,518	$6.0m2.86%	2.86%	Reduced -8.6k	-8,575 -35.6%
15	GENPACT LIMITED SHS G	G	24,093	$5.7m2.73%	2.73%	Reduced -126.9k	-126,882 -84.0%
16	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	2,872	$5.7m2.73%	2.73%	Reduced -77	-77 -2.6%
17	MICROSOFT CORP COM MSFT	MSFT	9,795	$5.5m2.63%	2.63%	Reduced -2.4k	-2,369 -19.5%
18	THE CIGNA GROUP COM CI	CI	18,096	$5.4m2.57%	2.57%	Reduced -3.9k	-3,922 -17.8%
19	CAL MAINE FOODS INC COM NEW CALM	CALM	66,525	$5.4m2.56%	2.56%	New
20	RYANAIR HOLDINGS PLC SPONSORED ADR RYAAY	RYAAY	188,300	$5.3m2.53%	2.53%	Added +83.3k	+83,300 79.3%
21	AMAZON COM INC COM AMZN	AMZN	21,779	$5.2m2.48%	2.48%	Unchanged
22	SYNCHRONY FINANCIAL COM SYF	SYF	111,606	$5.2m2.48%	2.48%	Added +199	+199 0.2%
23	MERITAGE HOMES CORP COM MTH	MTH	63,298	$5.2m2.46%	2.46%	Added +49.4k	+49,441 356.8%
24	ALLY FINL INC COM ALLY	ALLY	110,562	$5.1m2.43%	2.43%	Unchanged
25	PILGRIMS PRIDE CORP COM PPC	PPC	12,739	$4.8m2.27%	2.27%	New
26	CAPITAL ONE FINL CORP COM COF	COF	21,176	$4.2m2.03%	2.03%	Unchanged
27	ALPHABET INC CAP STK CL A GOOGL	GOOGL	11,848	$4.2m2.02%	2.02%	Unchanged
28	SCHLUMBERGER LTD COM STK SLB	SLB	43,631	$4.2m2.00%	2.00%	Reduced -68.0k	-67,975 -60.9%
29	GLOBE LIFE INC COM GL	GL	150,975	$4.2m1.98%	1.98%	Added +97.6k	+97,574 182.7%
30	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	5	$3.7m1.79%	1.79%	Unchanged
31	MASCO CORP COM MAS	MAS	1,891	$3.7m1.76%	1.76%	Reduced -61.4k	-61,407 -97.0%
32	BRITISH AMERN TOB PLC SPONSORED ADR BTI	BTI	54,529	$3.4m1.61%	1.61%	Unchanged
33	MARKEL GROUP INC COM MKL	MKL	8,347	$1.3m0.64%	0.64%	Added +6.5k	+6,456 341.4%
34	META PLATFORMS INC CL A META	META	13,857	$1.2m0.55%	0.55%	New
35	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,371	$686.0k0.33%	0.33%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AMCOR PLC AMCR	AMCR	75,823	$3.0m75.8k shares
AIR LEASE CORP AL	AL	44,746	$2.9m44.7k shares
CENTENE CORP DEL CNC	CNC	13,679	$447.9k13.7k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
CENTENE CORP DEL CNC · Call	CNC	Call	351,900	$7.7m351.9k shares	Unchanged