13F HOLDINGS REPORT
Rings Capital Management LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001104659-25-077998
Total Value
$206.8M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MOODYS CORP | MCO | 120,000 | $60.2M | 29.11% |
| 2 | CARMAX INC | KMX | 626,000 | $42.1M | 20.35% |
| 3 | MICROSOFT CORP | MSFT | 83,000 | $41.3M | 19.97% |
| 4 | CHECK POINT SOFTWARE TECHNOLOGY LT | M22465104 | 160,000 | $35.4M | 17.12% |
| 5 | RTX CORPORATION | RTX | 165,000 | $24.1M | 11.65% |
| 6 | BLOCK H & R INC | BSQKZ | 53,000 | $2.9M | 1.41% |
| 7 | ALIBABA GROUP HOLDINGS LTD | BBAAY | 7,100 | $805,211 | 0.39% |