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Disclosed positions
ENGLISH CAPITAL MANAGEMENT LLC: source evidence dated 2026-08-05T03:59:59.999Z.
- Issuer
- ARROW ELECTRS INC
- Ticker
- ARW
- Class
- COM
- Reported value
- $16,832,714
- Reported amount
- 78,875
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001420506-26-001401Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| ARROW ELECTRS INC | ARW | COM | $16,832,714 | 78,875 | SH | None |
| AERCAP HOLDINGS NV | AER | SHS | $10,049,053 | 68,933 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $9,918,837 | 13,719 | SH | None |
| HCA HEALTHCARE INC | HCA | COM | $9,541,691 | 53,401 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $9,445,122 | 35,330 | SH | None |
| TD SYNNEX CORPORATION | SNX | COM | $8,643,062 | 18,098 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $8,472,502 | 111,407 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $8,316,328 | 23,537 | SH | None |
| CENTENE CORP DEL | Unresolved | CALL | $7,746,015 | 351,900 | SH | Call |
| BOOKING HOLDINGS INC | BKNG | COM | $7,606,570 | 42,676 | SH | None |
| SEA LTD | SE | SPONSORD ADS | $6,798,750 | 105,000 | SH | None |
| M/I HOMES INC | MHO | COM | $6,433,965 | 16,502 | SH | None |
| TITAN MACHY INC | TITN | COM | $6,189,617 | 293,069 | SH | None |
| ELEVANCE HEALTH INC FORMERLY | ELV | COM | $6,069,922 | 22,018 | SH | None |
| FERGUSON ENTERPRISES INC | FERG | COMMON STOCK NEW | $6,001,276 | 15,518 | SH | None |
| GENPACT LIMITED | G | SHS | $5,717,992 | 24,093 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $5,713,672 | 2,872 | SH | None |
| MICROSOFT CORP | MSFT | COM | $5,517,426 | 9,795 | SH | None |
| THE CIGNA GROUP | CI | COM | $5,393,875 | 18,096 | SH | None |
| CAL MAINE FOODS INC | CALM | COM NEW | $5,359,254 | 66,525 | SH | None |
| RYANAIR HOLDINGS PLC | RYAAY | SPONSORED ADR | $5,293,113 | 188,300 | SH | None |
| AMAZON COM INC | AMZN | COM | $5,190,807 | 21,779 | SH | None |
| SYNCHRONY FINANCIAL | SYF | COM | $5,188,563 | 111,606 | SH | None |
| MERITAGE HOMES CORP | MTH | COM | $5,150,558 | 63,298 | SH | None |
| ALLY FINL INC | ALLY | COM | $5,080,324 | 110,562 | SH | None |
| PILGRIMS PRIDE CORP | PPC | COM | $4,751,902 | 12,739 | SH | None |
| CAPITAL ONE FINL CORP | COF | COM | $4,248,329 | 21,176 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $4,234,120 | 11,848 | SH | None |
| SLB LIMITED | SLB | COM STK | $4,181,159 | 43,631 | SH | None |
| GLOBE LIFE INC | GL | COM | $4,151,813 | 150,975 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $3,744,250 | 5 | SH | None |
| MASCO CORP | MAS | COM | $3,693,142 | 1,891 | SH | None |
| BRITISH AMERN TOB PLC | BTI | SPONSORED ADR | $3,367,711 | 54,529 | SH | None |
| MARKEL GROUP INC | MKL | COM | $1,342,114 | 8,347 | SH | None |
| META PLATFORMS INC | META | CL A | $1,161,909 | 13,857 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $686,035 | 1,371 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 1 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.