Rings Capital Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Rings Capital Management LLC reported 7 stock positions worth $196.5 million. Its top holding was Moody's (MCO) at 27.7% of the portfolio, followed by Carmax (KMX, 25.5%) and RTX (RTX, 15.9%). Its holdings were unchanged from Q1 2026.
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001771122
- Portfolio Value
- $196.5M (Q2 2026)
- SEC Filing
- 0001104659-26-096432 ↗ filed Aug 14, 2026
Holdings Value
Holdings 7 stocks · $196.5M
| MCO Moody's Corp. | 27.65% | 120,000 | $54.4M | No change |
| KMX Carmax Inc. | 25.54% | 949,000 | $50.2M | No change |
| RTX RTX Corp. | 15.93% | 165,000 | $31.3M | No change |
| MSFT Microsoft Corp. | 15.75% | 83,000 | $31.0M | No change |
| CHKP Check Point Software Tech | 10.70% | 160,000 | $21.0M | No change |
| STZ Constellation Brands Inc. Class A | 3.40% | 48,000 | $6.7M | No change |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 1.03% | 53,000 | $2.0M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| None this quarter. | |||
Portfolio Buys Q1 2026 → Q2 2026
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $196.5M | MCO, KMX, RTX, MSFT, CHKP |
| Q1 2026 | 7 | $186.1M | MCO, KMX, RTX, MSFT, CHKP |
| Q4 2025 | 7 | $201.2M | MCO, MSFT, KMX, RTX, CHKP |
| Q3 2025 | 7 | $213.0M | MCO, KMX, MSFT, CHKP, RTX |
| Q2 2025 | 7 | $206.8M | MCO, KMX, MSFT, CHKP, RTX |
| Q1 2025 | 8 | $196.2M | MCO, KMX, CHKP, MSFT, RTX |
| Q4 2024 | 8 | $191.4M | MCO, KMX, MSFT, CHKP, RTX |
| Q3 2024 | 8 | $191.8M | MCO, KMX, MSFT, CHKP, RTX |
| Q2 2024 | 7 | $191.2M | MCO, MSFT, KMX, CHKP, SILK |
| Q1 2024 | 7 | $182.8M | MCO, KMX, MSFT, CHKP, RTX |