Rings Capital Management Llc Portfolio Stock Holdings
Rings Capital Management Llc disclosed 7 stock positions valued at approximately $186.1 million in its latest SEC 13F filing. The largest holdings include MOODYS CORP, CARMAX INC, and RTX CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 7
- Portfolio Value
- $186.1M
Holdings by Sector
Rings Capital Management Llc Portfolio Holdings in Q1 2026
7 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MOODYS CORP | MCO | Financial Services | 28.13% | 120,000 | - | - | $52,350,000 |
| CARMAX INC | KMX | Consumer Cyclical | 21.20% | 949,000 | - | - | $39,459,420 |
| RTX CORPORATION | RTX | Industrials | 17.10% | 165,000 | - | - | $31,828,500 |
| MICROSOFT CORP | MSFT | Technology | 16.51% | 83,000 | - | - | $30,724,110 |
| CHECK POINT SOFTWARE TECHNOLOGY LT | CHKP | Other | 12.28% | 160,000 | - | - | $22,856,000 |
| CONSTELLATION BRANDS INC | STZ | Consumer Defensive | 3.87% | 48,000 | +42,000 | +700.00% | $7,200,000 |
| BLOCK H & R INC | HRB | Consumer Cyclical | 0.90% | 53,000 | - | - | $1,682,220 |