ENGLISH CAPITAL MANAGEMENT LLC - Portfolio Stock Holdings

ENGLISH CAPITAL MANAGEMENT LLC disclosed 37 stock positions in a recent SEC 13F filing. $220,063,307 of stock holdings were filed, with the largest holdings including ARW, AER, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $241,078,442 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.