Rings Capital Management LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Rings Capital Management LLC reported 7 stock positions worth $182.8 million. Its top holding was Moody's (MCO) at 25.8% of the portfolio, followed by Carmax (KMX, 21.9%) and Microsoft (MSFT, 19.1%). Its holdings were unchanged from Q4 2023.
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001771122
- Portfolio Value
- $182.8M (Q1 2024)
- SEC Filing
- 0001104659-24-061604 ↗ filed May 15, 2024
Holdings Value
Holdings 7 stocks · $182.8M
| MCO Moody's Corp. | 25.79% | 120,000 | $47.2M | No change |
| KMX Carmax Inc. | 21.91% | 460,000 | $40.1M | No change |
| MSFT Microsoft Corp. | 19.10% | 83,000 | $34.9M | No change |
| CHKP Check Point Software Tech | 14.35% | 160,000 | $26.2M | No change |
| RTX RTX Corp. | 8.80% | 165,000 | $16.1M | No change |
| SILK Silk Road Medical Inc. filed as SILK RD MED INC | 8.62% | 860,004 | $15.8M | No change |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 1.42% | 53,000 | $2.6M | No change |
Portfolio Sells Q4 2023 → Q1 2024
| None this quarter. | |||
Portfolio Buys Q4 2023 → Q1 2024
| 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 |