Institutional Manager · CIK 0001771122
Rings Capital Management LLC
Chicago, IL · File #028-19446
Latest AUM
$201.2M
Positions
7
Top-10 Concentration
100.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20257 pos · $201.2M
- 13F HOLDINGS REPORTQ/E Sep 20257 pos · $213.0M
- 13F HOLDINGS REPORTQ/E Jun 20257 pos · $206.8M
- 13F HOLDINGS REPORTQ/E Mar 20258 pos · $196.2M
- 13F HOLDINGS REPORTQ/E Dec 20248 pos · $191.4M
- 13F HOLDINGS REPORTQ/E Sep 20248 pos · $191.8M
- 13F HOLDINGS REPORTQ/E Jun 20247 pos · $191.2M
- 13F HOLDINGS REPORTQ/E Mar 20247 pos · $182.8M
- 13F HOLDINGS REPORTQ/E Dec 20235 pos · $109.7M
- 13F HOLDINGS REPORTQ/E Sep 20235 pos · $106.4M
- 13F HOLDINGS REPORTQ/E Jun 20235 pos · $94.6M
- 13F HOLDINGS REPORTQ/E Mar 20236 pos · $147.2M
Top 7 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |