Rings Capital Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Rings Capital Management LLC reported 7 stock positions worth $186.1 million. Its top holding was Moody's (MCO) at 28.1% of the portfolio, followed by Carmax (KMX, 21.2%) and RTX (RTX, 17.1%). Compared with Q4 2025, it added to 1. The biggest buy was Constellation Brands Class A (STZ, shares +700%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001771122
- Portfolio Value
- $186.1M (Q1 2026)
- SEC Filing
- 0001104659-26-061737 ↗ filed May 15, 2026
Holdings Value
Holdings 7 stocks · $186.1M
| MCO Moody's Corp. | 28.13% | 120,000 | $52.4M | No change |
| KMX Carmax Inc. | 21.20% | 949,000 | $39.5M | No change |
| RTX RTX Corp. | 17.10% | 165,000 | $31.8M | No change |
| MSFT Microsoft Corp. | 16.51% | 83,000 | $30.7M | No change |
| CHKP Check Point Software Tech | 12.28% | 160,000 | $22.9M | No change |
| STZ Constellation Brands Inc. Class A | 3.87% | 48,000 | $7.2M | Add +700.0% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.90% | 53,000 | $1.7M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| None this quarter. | |||
Portfolio Buys Q4 2025 → Q1 2026
| STZ Constellation Brands Inc. Class A | Add +700.0% | 3.87% | +3.46 |
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 |