Rings Capital Management LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Rings Capital Management LLC reported 7 stock positions worth $191.2 million. Its top holding was Moody's (MCO) at 26.4% of the portfolio, followed by Microsoft (MSFT, 19.4%) and Carmax (KMX, 18.0%). Compared with Q1 2024, it added to 1. The biggest buy was Carmax (KMX, shares +2%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001771122
- Portfolio Value
- $191.2M (Q2 2024)
- SEC Filing
- 0001104659-24-089294 ↗ filed Aug 14, 2024
Holdings Value
Holdings 7 stocks · $191.2M
| MCO Moody's Corp. | 26.42% | 120,000 | $50.5M | No change |
| MSFT Microsoft Corp. | 19.41% | 83,000 | $37.1M | No change |
| KMX Carmax Inc. | 18.03% | 470,000 | $34.5M | Add +2.2% |
| CHKP Check Point Software Tech | 13.81% | 160,000 | $26.4M | No change |
| SILK Silk Road Medical Inc. filed as SILK RD MED INC | 12.16% | 860,004 | $23.3M | No change |
| RTX RTX Corp. | 8.66% | 165,000 | $16.6M | No change |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 1.50% | 53,000 | $2.9M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| None this quarter. | |||
Portfolio Buys Q1 2024 → Q2 2024
| KMX Carmax Inc. | Add +2.2% | 18.03% | −3.88 |
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 |