13F HOLDINGS REPORT
Rings Capital Management LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001104659-24-089294
Total Value
$191.2M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MOODYS CORP | MCO | 120,000 | $50.5M | 26.42% |
| 2 | MICROSOFT CORP | MSFT | 83,000 | $37.1M | 19.41% |
| 3 | CARMAX INC | KMX | 470,000 | $34.5M | 18.03% |
| 4 | CHECK POINT SOFTWARE TECHNOLOGY LT | M22465104 | 160,000 | $26.4M | 13.81% |
| 5 | SILK RD MED INC | 82710M100 | 860,004 | $23.3M | 12.16% |
| 6 | RTX CORPORATION | RTX | 165,000 | $16.6M | 8.66% |
| 7 | BLOCK H & R INC | BSQKZ | 53,000 | $2.9M | 1.50% |