Portfolio (Quarterly) Guide ↗

ENGLISH CAPITAL MANAGEMENT LLC

· CIK 0002010442

13F Portfolio $171M AUM 36 positions Filed May 8, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 3 Added 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	AMCOR PLC	—	379,117	$3.2M	1.95%	SOLD
2	UNH	UNITEDHEALTH GROUP INC	Healthcare	7,841	$2.6M	1.59%	SOLD
3	LGIH	LGI HOMES INC	Consumer Cyclical	17,400	$748K	0.46%	SOLD

Sector Allocation

Technology 31.9%

Financial Services 17.5%

Industrials 15.5%

Healthcare 11.8%

Consumer Cyclical 10.9%

Communication Services 6.6%

Energy 3.7%

Consumer Defensive 2.1%