13F HOLDINGS REPORT
Rings Capital Management LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001104659-23-060310
Total Value
$94.6M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MOODYS CORP | MCO | 120,000 | $36.7M | 38.83% |
| 2 | MICROSOFT CORP | MSFT | 83,000 | $23.9M | 25.30% |
| 3 | CHECK POINT SOFTWARE TECHNOLOGY LT | M22465104 | 160,000 | $20.8M | 21.99% |
| 4 | CARMAX INC | KMX | 175,000 | $11.2M | 11.90% |
| 5 | BLOCK H & R INC | BSQKZ | 53,000 | $1.9M | 1.98% |