13F HOLDINGS REPORT
Rings Capital Management LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001104659-26-015731
Total Value
$201.2M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MOODYS CORP | MCO | 120,000 | $61.3M | 30.47% |
| 2 | MICROSOFT CORP | MSFT | 83,000 | $40.1M | 19.95% |
| 3 | CARMAX INC | KMX | 949,000 | $36.7M | 18.23% |
| 4 | RTX CORPORATION | RTX | 165,000 | $30.3M | 15.04% |
| 5 | CHECK POINT SOFTWARE TECHNOLOGY LT | M22465104 | 160,000 | $29.7M | 14.76% |
| 6 | BLOCK H & R INC | BSQKZ | 53,000 | $2.3M | 1.15% |
| 7 | CONSTELLATION BRANDS INC | STZ | 6,000 | $827,760 | 0.41% |