Rings Capital Management LLC Long-Term Concentrated

CIK: 0001771122 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 14, 2020

Total Value ($000): $147,425 (100.0% shares, 0.0% debt)

Holdings (5)

SPGI S&P GLOBAL INC 45.1%

Value ($000) $66,542 Shares 243,700 Est. Cost $168.43 Unrealized +46.6%

MCO MOODYS CORP 38.2%

Value ($000) $56,266 Shares 237,000 Est. Cost $141.79 Unrealized +48.9%

MSFT MICROSOFT CORP 8.9%

Value ($000) $13,089 Shares 83,000 Est. Cost $100.00 Unrealized +39.2%

WFC WELLS FARGO CO NEW 5.6%

Value ($000) $8,285 Shares 154,000 Est. Cost $40.68 Unrealized +9.9%

META FACEBOOK 2.2%

Value ($000) $3,243 Shares 15,800 Est. Cost $156.33 Unrealized +23.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SPGI	S&P GLOBAL INC	243,700	$66,542	45.1%	$168.43	+46.6%	COM	78409V104
MCO	MOODYS CORP	237,000	$56,266	38.2%	$141.79	+48.9%	COM	615369105
MSFT	MICROSOFT CORP	83,000	$13,089	8.9%	$100.00	+39.2%	COM	594918104
WFC	WELLS FARGO CO NEW	154,000	$8,285	5.6%	$40.68	+9.9%	COM	949746101
META	FACEBOOK	15,800	$3,243	2.2%	$156.33	+23.0%	CL A	30303M102