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ECM

English Capital Management Portfolio holdings

AUM $217M
1-Year Est. Return 37.8%
This Fund
S&P 500
This Quarter Est. Return
+7.31%
1 Year Est. Return
+37.8%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$163M
AUM Growth
+$7.8M
Cap. Flow
-$1.94M
Cap. Flow %
-1.2%
Top 10 Hldgs %
48.45%
Holding
36
New
–
Increased
–
Reduced
–
Closed
1

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
KMX icon
CarMax
KMX
+$1.94M

Sector Composition

Rank Sector Weight
1 Technology 24%
2 Financials 21.79%
3 Industrials 20.95%
4 Healthcare 11.76%
5 Consumer Discretionary 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BTI icon
26
British American Tobacco
BTI
$123B
$3.09M 1.9%
54,529
– –
AL
27
DELISTED
Air Lease Corp
AL
$2.87M 1.77%
44,746
– –
ELV icon
28
Elevance Health
ELV
$86.2B
$2.69M 1.66%
7,682
– –
UNH icon
29
UnitedHealth
UNH
$371B
$2.59M 1.59%
7,841
– –
CNC icon
30
CALL
Centene
CNC
$32.9B
$2.5M 1.53%
351,900
– –
MHO icon
31
M/I Homes
MHO
$3.74B
$1.07M 0.66%
8,347
– –
MTH icon
32
Meritage Homes
MTH
$4.69B
$912K 0.56%
13,857
– –
LGIH icon
33
LGI Homes
LGIH
$1.32B
$748K 0.46%
17,400
– –
BRK.B icon
34
Berkshire Hathaway Class B
BRK.B
$1.14T
$689K 0.42%
1,371
– –
CNC icon
35
Centene
CNC
$32.9B
$563K 0.35%
13,679
– –
KMX icon
36
CarMax
KMX
$8.34B
– –
-43,301
Closed -$1.94M
1
2

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PPW
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FAM
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BFA
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English Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, English Capital Management held 36 positions worth $163M, up 5% from $155M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 2.8%. English Capital Management opened no new positions and exited 1, leaving the 36-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 25% a quarter earlier, followed by Financials and Industrials.

  • English Capital Management fully exited CarMax in Q4 2025, selling an estimated $1.94M.
  • English Capital Management's ten largest holdings make up 48% of its $163M portfolio in Q4 2025.
  • English Capital Management opened 0 new positions and closed 1 in Q4 2025.
  • English Capital Management's portfolio value rose 5% quarter-over-quarter to $163M.

Based on English Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.