13F HOLDINGS REPORT
Rings Capital Management LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001104659-25-013522
Total Value
$191.4M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MOODYS CORP | MCO | 120,000 | $56.8M | 29.67% |
| 2 | CARMAX INC | KMX | 501,790 | $41.0M | 21.43% |
| 3 | MICROSOFT CORP | MSFT | 83,000 | $35.0M | 18.28% |
| 4 | CHECK POINT SOFTWARE TECHNOLOGY LT | M22465104 | 160,000 | $29.9M | 15.61% |
| 5 | RTX CORPORATION | RTX | 165,000 | $19.1M | 9.97% |
| 6 | JD.COM | JDCMF | 180,000 | $6.2M | 3.26% |
| 7 | BLOCK H & R INC | BSQKZ | 53,000 | $2.8M | 1.46% |
| 8 | ALIBABA GROUP HOLDINGS LTD | BBAAY | 7,100 | $602,009 | 0.31% |