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English Capital Management LLC
ENGLISH CAPITAL MANAGEMENT LLC is a private investment management firm headquartered in Bloomfield Hills, Michigan. The firm manages pooled investment vehicles and specializes in investment advisory services. It operates with a small team of 2 employees who are 100% investment professionals. ENGLISH CAPITAL MANAGEMENT LLC is registered with the SEC (CRD #234790) and primarily serves institutional pooled funds. The firm manages assets using a discretionary mandate, and its filings date back to at least 2011.
Investment Strategy
ENGLISH CAPITAL MANAGEMENT LLC manages pooled investment vehicles with a discretionary investment approach, as indicated by their 13F filings. The firm invests across various sectors and maintains a focused portfolio, with a significant proportion of assets held in its top 10 positions. The strategy is likely driven by fundamental analysis, aiming to generate superior risk-adjusted returns for clients primarily via concentrated equity positions and careful sector allocation. The firm's activity and quarterly reporting suggest a medium turnover strategy and a strong focus on value creation for institutional-level investors.
Latest 13F Filing Activity
English Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 34 equity positions with a total 13F market value of $151M. The fund increased holdings in Applied Matls Inc., Amcor PLC, Unitedhealth Group Inc. among other positions. English Capital Management LLC reduced exposure to Berry Global Group Inc., Lgi Homes Inc., Lloyds Banking Group PLC among others.
Top Holdings
Equity Positions (34)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ARW | ARROW ELECTRS INC | 6.64% | $10.1M | 78,875 | $124.09 | $127.43 | +$2.4M |
A AER | AERCAP HOLDINGS NV | 6.40% | $9.7M | 82,756 | $74.32 | $117.00 | +$1.2M |
B BKNG | BOOKING HOLDINGS INC | 5.79% | $8.8M | 1,514 | $3547.22 | $5789.24 | +$1.8M |
S SYF | SYNCHRONY FINANCIAL | 5.68% | $8.6M | 128,844 | $40.69 | $66.74 | +$2.4M |
C CI | THE CIGNA GROUP | 4.81% | $7.3M | 22,018 | $300.73 | $330.58 | -$125.8K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Research Analyst | Boston, MA , United States |
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