Rings Capital Management LLC Long-Term Concentrated

Location: Chicago, IL

CIK: 0001771122 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 14, 2023

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

Holdings (6)

MCO MOODYS CORP 44.9%

Value $66.03M Shares 237,000 Est. Cost $266.40 Unrealized 0.0%

SPGI S&P GLOBAL INC 15.9%

Value $23.45M Shares 70,000 Est. Cost $168.43 Unrealized +90.7%

BK BANK NEW YORK MELLON CORP 15.1%

Value $22.17M Shares 487,000 Est. Cost $38.92 Unrealized +0.9%

MSFT MICROSOFT CORP 13.5%

Value $19.91M Shares 83,000 Est. Cost $100.00 Unrealized +134.0%

KMX CARMAX INC 9.3%

Value $13.7M Shares 225,000 Est. Cost $64.20 Unrealized 0.0%

HRB BLOCK H & R INC 1.3%

Value $1.935M Shares 53,000 Est. Cost $13.99 Unrealized +164.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MCO	MOODYS CORP	237,000	$66.03M	44.9%	$266.40	0.0%	COM	615369105
SPGI	S&P GLOBAL INC	70,000	$23.45M	15.9%	$168.43	+90.7%	COM	78409V104
BK	BANK NEW YORK MELLON CORP	487,000	$22.17M	15.1%	$38.92	+0.9%	COM	064058100
MSFT	MICROSOFT CORP	83,000	$19.91M	13.5%	$100.00	+134.0%	COM	594918104
KMX	CARMAX INC	225,000	$13.7M	9.3%	$64.20	0.0%	COM	143130102
HRB	BLOCK H & R INC	53,000	$1.935M	1.3%	$13.99	+164.3%	COM	093671105