13F HOLDINGS REPORT
Rings Capital Management LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001104659-23-091009
Total Value
$106.4M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MOODYS CORP | MCO | 120,000 | $41.7M | 39.21% |
| 2 | MICROSOFT CORP | MSFT | 83,000 | $28.3M | 26.56% |
| 3 | CHECK POINT SOFTWARE TECHNOLOGY LT | M22465104 | 160,000 | $20.1M | 18.89% |
| 4 | CARMAX INC | KMX | 175,000 | $14.6M | 13.76% |
| 5 | BLOCK H & R INC | BSQKZ | 53,000 | $1.7M | 1.59% |