ENGLISH CAPITAL MANAGEMENT LLC
Top Portfolio Positions
33 positions ·
$159,467,872 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ARW |
Arrow Electronics, Inc.
Technology
|
78,875 | $11,311,463 | 7.09% | |
| AER |
AerCap Holdings N.V.
Industrials
|
68,933 | $9,456,228 | 5.93% | |
| SYF |
Synchrony Financial
Financial Services
|
111,407 | $7,577,904 | 4.75% | |
| GL |
Globe Life Inc.
Financial Services
|
53,401 | $7,431,817 | 4.66% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
15,457 | $7,314,870 | 4.59% | |
| AMAT |
Applied Materials Inc /De
Technology
|
20,420 | $6,979,351 | 4.38% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
1,599 | $6,732,301 | 4.22% | |
| SNX |
Td Synnex Corp
Technology
|
36,898 | $6,225,061 | 3.90% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
18,098 | $6,116,219 | 3.84% | |
| RYAAY |
Ryanair Holdings PLC
Industrials
|
105,000 | $6,069,000 | 3.81% |
Portfolio Trend
10 quarters · across all stocks
Holdings in RYAAY
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,069,000 | 105,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,579,950 | 105,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,323,100 | 105,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,055,350 | 105,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,448,850 | 105,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,576,950 | 105,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,743,900 | 105,000 | Shares | Sole | 2024-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||