13F HOLDINGS REPORT
Rings Capital Management LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001104659-23-020876
Total Value
$147.2M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MOODYS CORP | MCO | 237,000 | $66.0M | 44.86% |
| 2 | S&P GLOBAL INC | SPGI | 70,000 | $23.4M | 15.93% |
| 3 | BANK NEW YORK MELLON CORP | 064058100 | 487,000 | $22.2M | 15.06% |
| 4 | MICROSOFT CORP | MSFT | 83,000 | $19.9M | 13.52% |
| 5 | CARMAX INC | KMX | 225,000 | $13.7M | 9.31% |
| 6 | BLOCK H & R INC | BSQKZ | 53,000 | $1.9M | 1.31% |