Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Rings Capital Management LLC (CIK 1771122) reported $186.1M across 7 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MCO ($52.4M, 28.13%), KMX ($39.5M, 21.20%), RTX ($31.8M, 17.10%), MSFT ($30.7M, 16.51%), CHKP ($22.9M, 12.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MCO | MOODYS CORP | $52.4M | 28.13% | 120,000 | Hold |
| 2 | KMX | CARMAX INC | $39.5M | 21.20% | 949,000 | Hold |
| 3 | RTX | RTX CORPORATION | $31.8M | 17.10% | 165,000 | Hold |
| 4 | MSFT | MICROSOFT CORP | $30.7M | 16.51% | 83,000 | Hold |
| 5 | CHKP | CHECK POINT SOFTWARE TECHNOLOGY LT | $22.9M | 12.28% | 160,000 | Hold |
| 6 | STZ | CONSTELLATION BRANDS INC | $7.2M | 3.87% | 48,000 | Added |
| 7 | HRB | BLOCK H & R INC | $1.7M | 0.90% | 53,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31