本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Rings Capital Management LLC (CIK 1771122) reported $196.5M across 7 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MCO ($54.4M, 27.65%), KMX ($50.2M, 25.54%), RTX ($31.3M, 15.93%), MSFT ($31.0M, 15.75%), CHKP ($21.0M, 10.70%). Source: SEC Form 13F.
| 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 |
来源：SEC 13F 申报文件 · 截至 2026-06-30