Rings Capital Management LLC 13F Holdings · Q2 2026
Rings Capital Management LLC reported 7 securities worth $196.53M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MCO (27.65%), KMX (25.54%), RTX (15.93%).
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MCO | MOODYS CORP | $54.4M | 27.65% | 120,000 | Hold |
| 2 | KMX | CARMAX INC | $50.2M | 25.54% | 949,000 | Hold |
| 3 | RTX | RTX CORPORATION | $31.3M | 15.93% | 165,000 | Hold |
| 4 | MSFT | MICROSOFT CORP | $31.0M | 15.75% | 83,000 | Hold |
| 5 | CHKP | CHECK POINT SOFTWARE TECHNOLOGY LT | $21.0M | 10.70% | 160,000 | Hold |
| 6 | STZ | CONSTELLATION BRANDS INC | $6.7M | 3.40% | 48,000 | Hold |
| 7 | HRB | BLOCK H & R INC | $2.0M | 1.03% | 53,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR