Filer Name: ENGLISH CAPITAL MANAGEMENT LLC
CIK: 2010442
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 30
Portfolio Value: $0.13B

English Capital Management Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
G US GENPACT LTD 189,975 $8M 6.19% - -
ARW US ARROW ELECTRONICS INC 71,927 $8M 6.17% - -
AER US AERCAP HOLDINGS NV 82,756 $8M 6.01% - -
SYF US SYNCHRONY FINANCIAL 117,557 $8M 5.80% - -
BKNG US BOOKING HOLDINGS INC 1,514 $8M 5.71% - -
GL US GLOBE LIFE INC 53,401 $6M 4.52% - -
CI US THE CIGNA GROUP 20,586 $6M 4.31% 6.2% -
COF US CAPITAL ONE FINANCIAL CORP 31,173 $6M 4.22% - -
HCA US HCA HEALTHCARE INC 15,457 $5M 3.52% - -
MAS US MASCO CORP 63,298 $5M 3.49% - -
RYAAY US RYANAIR HOLDINGS PLC-SP ADR 105,000 $5M 3.47% - -
GOOG US ALPHABET INC-CL C 23,537 $4M 3.40% - -
SNX US TD SYNNEX CORP 36,898 $4M 3.28% - -
TXN US TEXAS INSTRUMENTS INC 22,000 $4M 3.13% - -
BRK/A US BERKSHIRE HATHAWAY INC-CL A 6 $4M 3.10% -99.8% -
TITN US TITAN MACHINERY INC 281,853 $4M 3.02% 1.1% -
ALLY US ALLY FINANCIAL INC 110,562 $4M 3.02% - -
CNC US CENTENE CORP 64,771 $4M 2.98% 23.0% -
SLB US SCHLUMBERGER LTD 100,106 $4M 2.91% 11.1% -
TSM US TAIWAN SEMICONDUCTOR-SP ADR 18,098 $4M 2.71% - -
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