ENGLISH CAPITAL MANAGEMENT LLC
ENGLISH CAPITAL MANAGEMENT LLC reported 36 positions worth $217.2M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: ARW (7.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ARW | SH | $16.8M | 7.75% | 78,875 | — | — | |
| ▸ 2 | AER | SH | $10.0M | 4.63% | 68,933 | — | — | |
| ▸ 3 | AMAT | SH | $9.9M | 4.57% | 13,719 | — | — | |
| ▸ 4 | HCA | SH | $9.5M | 4.39% | 53,401 | — | — | |
| ▸ 5 | TXN | SH | $9.4M | 4.35% | 35,330 | — | — | |
| ▸ 6 | SNX | SH | $8.6M | 3.98% | 18,098 | — | — | |
| ▸ 7 | TSM | SH | $8.5M | 3.90% | 111,407 | — | — | |
| ▸ 8 | GOOG | SH | $8.3M | 3.83% | 23,537 | — | — | |
| ▸ 9 | 15135B901 | CALL | $7.7M | 3.57% | 351,900 | — | — | |
| ▸ 10 | BKNG | SH | $7.6M | 3.50% | 42,676 | — | — |
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Frequently Asked Questions
What stocks does ENGLISH CAPITAL MANAGEMENT LLC hold as of Q2 2026?
ENGLISH CAPITAL MANAGEMENT LLC reported 36 positions worth $217.2M in its Q2 2026 13F filing. Largest positions: ARW (7.7%), AER (4.6%), AMAT (4.6%), HCA (4.4%) and TXN (4.3%).
What did ENGLISH CAPITAL MANAGEMENT LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did ENGLISH CAPITAL MANAGEMENT LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.