13F HOLDINGS REPORT
Rings Capital Management LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001104659-25-111921
Total Value
$213.0M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MOODYS CORP | MCO | 120,000 | $57.2M | 26.84% |
| 2 | CARMAX INC | KMX | 1,074,000 | $48.2M | 22.62% |
| 3 | MICROSOFT CORP | MSFT | 83,000 | $43.0M | 20.18% |
| 4 | CHECK POINT SOFTWARE TECHNOLOGY LT | M22465104 | 160,000 | $33.1M | 15.54% |
| 5 | RTX CORPORATION | RTX | 165,000 | $27.6M | 12.96% |
| 6 | BLOCK H & R INC | BSQKZ | 53,000 | $2.7M | 1.26% |
| 7 | ALIBABA GROUP HOLDINGS LTD | BBAAY | 7,100 | $1.3M | 0.60% |