Rings Capital Management LLC: 13F holdings
CIK 17711222026Q2
| Positions | 7 |
|---|---|
| Reported value | $196.5m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MCO MOODYS CORP | 120,000 | $54.4m | 27.7% |
| KMX CARMAX INC | 949,000 | $50.2m | 25.5% |
| RTX RTX CORPORATION | 165,000 | $31.3m | 15.9% |
| MSFT MICROSOFT CORP | 83,000 | $31.0m | 15.8% |
| CHECK POINT SOFTWARE TECHNOLOGY LT | 160,000 | $21.0m | 10.7% |
| STZ CONSTELLATION BRANDS INC | 48,000 | $6.7m | 3.4% |
| HRB BLOCK H & R INC | 53,000 | $2.0m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1771122")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.