13F HOLDINGS REPORT
Rings Capital Management LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001104659-23-117774
Total Value
$109.7M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MOODYS CORP | MCO | 120,000 | $37.9M | 34.59% |
| 2 | MICROSOFT CORP | MSFT | 83,000 | $26.2M | 23.89% |
| 3 | CARMAX INC | KMX | 175,000 | $21.9M | 19.99% |
| 4 | CHECK POINT SOFTWARE TECHNOLOGY LT | M22465104 | 160,000 | $21.3M | 19.44% |
| 5 | BLOCK H & R INC | BSQKZ | 53,000 | $2.3M | 2.08% |