13F HOLDINGS REPORT
Rings Capital Management LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001104659-24-061604
Total Value
$182.8M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MOODYS CORP | MCO | 120,000 | $47.2M | 25.79% |
| 2 | CARMAX INC | KMX | 460,000 | $40.1M | 21.91% |
| 3 | MICROSOFT CORP | MSFT | 83,000 | $34.9M | 19.10% |
| 4 | CHECK POINT SOFTWARE TECHNOLOGY LT | M22465104 | 160,000 | $26.2M | 14.35% |
| 5 | RTX CORPORATION | RTX | 165,000 | $16.1M | 8.80% |
| 6 | SILK RD MED INC | 82710M100 | 860,004 | $15.8M | 8.62% |
| 7 | BLOCK H & R INC | BSQKZ | 53,000 | $2.6M | 1.42% |