Rings Capital Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Rings Capital Management Llc disclosed 7 stock positions valued at approximately $196.53M as of quarter-end June 30, 2026. The largest holdings include MOODYS CORP, CARMAX INC, and RTX CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 7
- Portfolio Value
- $196.53M
Holdings by Sector
Rings Capital Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MOODYS CORP | MCO | Financial Services | 27.65% | 120,000 | - | - | $54,350,400 |
| CARMAX INC | KMX | Consumer Cyclical | 25.54% | 949,000 | - | - | $50,192,610 |
| RTX CORPORATION | RTX | Industrials | 15.93% | 165,000 | - | - | $31,305,450 |
| MICROSOFT CORP | MSFT | Technology | 15.75% | 83,000 | - | - | $30,960,660 |
| CHECK POINT SOFTWARE TECHNOLOGY LT | CHKP | Technology | 10.70% | 160,000 | - | - | $21,028,800 |
| CONSTELLATION BRANDS INC | STZ | Consumer Defensive | 3.40% | 48,000 | - | - | $6,676,320 |
| BLOCK H & R INC | HRB | Consumer Cyclical | 1.03% | 53,000 | - | - | $2,018,240 |
Showing 7 of 7 holdings in the latest reporting period.