RC
Rings Capital Management LLC
13F filer · CIK 0001771122Reported 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 freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 14, 20267 positions | |||||
| $54.4M | 27.65% | 0.07% | Not reported | Q4 2018 | |
| $50.2M | 25.54% | 0.67% | Not reported | Q2 2020 | |
| $31.3M | 15.93% | 0.01% | Not reported | Q4 2023 | |
| $31M | 15.75% | 0.00% | Not reported | Q4 2018 | |
| $21M | 10.70% | 0.15% | Not reported | Q1 2023 | |
| $6.68M | 3.40% | Not reported | Not reported | Q4 2025 | |
| $2.02M | 1.03% | 0.04% | Not reported | Q3 2020 | |
| Q1 2026Reported May 15, 20267 positions | |||||
| $52.4M | 28.13% | 0.07% | Not reported | Q4 2018 | |
| $39.5M | 21.20% | 0.67% | Not reported | Q2 2020 | |
| $31.8M | 17.10% | 0.01% | Not reported | Q4 2023 | |
| $30.7M | 16.51% | 0.00% | Not reported | Q4 2018 | |
| $22.9M | 12.28% | 0.15% | Not reported | Q1 2023 | |
| $7.2M | 3.87% | Not reported | +700.0% | Q4 2025 | |
| $1.68M | 0.90% | 0.04% | Not reported | Q3 2020 | |
| Q4 2025Reported Feb 17, 20267 positions | |||||
| $61.3M | 30.47% | 0.07% | Not reported | Q4 2018 | |
| $40.1M | 19.95% | 0.00% | Not reported | Q4 2018 | |
| $36.7M | 18.23% | 0.67% | -11.6% | Q2 2020 | |
| $30.3M | 15.04% | 0.01% | Not reported | Q4 2023 | |
| $29.7M | 14.76% | 0.15% | Not reported | Q1 2023 | |
| $2.31M | 1.15% | 0.04% | Not reported | Q3 2020 | |
| $828K | 0.41% | Not reported | New | Q4 2025 | |
| Q3 2025Reported Nov 14, 20257 positions | |||||
| $57.2M | 26.84% | 0.07% | Not reported | Q4 2018 | |
| $48.2M | 22.62% | 0.73% | +71.6% | Q2 2020 | |
| $43M | 20.18% | 0.00% | Not reported | Q4 2018 | |
| $33.1M | 15.54% | 0.15% | Not reported | Q1 2023 | |
| $27.6M | 12.96% | 0.01% | Not reported | Q4 2023 | |
| $2.68M | 1.26% | 0.04% | Not reported | Q3 2020 | |
| $1.27M | 0.60% | 0.00% | Not reported | Q3 2024 | |
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