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Rings Capital Management LLC

13F filer · CIK 0001771122
Reported Aug 14, 2026
13F portfolio value$197MU.S. long equity reported on 13F
Positions70 new · 0 closed
Net flow last quarter$0Buys minus sells
Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 14, 20267 positions
MCOMoodys Corp$54.4M27.65%0.07%Not reportedQ4 2018
KMXCarmax Inc$50.2M25.54%0.67%Not reportedQ2 2020
RTXRTX Corp$31.3M15.93%0.01%Not reportedQ4 2023
MSFTMicrosoft Corp$31M15.75%0.00%Not reportedQ4 2018
CHKPCheck Point Software Technologies Ltd$21M10.70%0.15%Not reportedQ1 2023
STZConstellation Brands, Inc.$6.68M3.40%Not reportedNot reportedQ4 2025
HRBH&R Block Inc$2.02M1.03%0.04%Not reportedQ3 2020
Q1 2026Reported May 15, 20267 positions
MCOMoodys Corp$52.4M28.13%0.07%Not reportedQ4 2018
KMXCarmax Inc$39.5M21.20%0.67%Not reportedQ2 2020
RTXRTX Corp$31.8M17.10%0.01%Not reportedQ4 2023
MSFTMicrosoft Corp$30.7M16.51%0.00%Not reportedQ4 2018
CHKPCheck Point Software Technologies Ltd$22.9M12.28%0.15%Not reportedQ1 2023
STZConstellation Brands, Inc.$7.2M3.87%Not reported+700.0%Q4 2025
HRBH&R Block Inc$1.68M0.90%0.04%Not reportedQ3 2020
Q4 2025Reported Feb 17, 20267 positions
MCOMoodys Corp$61.3M30.47%0.07%Not reportedQ4 2018
MSFTMicrosoft Corp$40.1M19.95%0.00%Not reportedQ4 2018
KMXCarmax Inc$36.7M18.23%0.67%-11.6%Q2 2020
RTXRTX Corp$30.3M15.04%0.01%Not reportedQ4 2023
CHKPCheck Point Software Technologies Ltd$29.7M14.76%0.15%Not reportedQ1 2023
HRBH&R Block Inc$2.31M1.15%0.04%Not reportedQ3 2020
STZConstellation Brands, Inc.$828K0.41%Not reportedNewQ4 2025
Q3 2025Reported Nov 14, 20257 positions
MCOMoodys Corp$57.2M26.84%0.07%Not reportedQ4 2018
KMXCarmax Inc$48.2M22.62%0.73%+71.6%Q2 2020
MSFTMicrosoft Corp$43M20.18%0.00%Not reportedQ4 2018
CHKPCheck Point Software Technologies Ltd$33.1M15.54%0.15%Not reportedQ1 2023
RTXRTX Corp$27.6M12.96%0.01%Not reportedQ4 2023
HRBH&R Block Inc$2.68M1.26%0.04%Not reportedQ3 2020
BABAAlibaba Group Holding Ltd$1.27M0.60%0.00%Not reportedQ3 2024
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