Rings Capital Management LLC Long-Term Concentrated

CIK: 0001771122 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value ($000): $94,569 (100.0% shares, 0.0% debt)

Holdings (5)

MCO MOODYS CORP 38.8%

Value ($000) $36,722 Shares 120,000 Est. Cost $266.40 Unrealized +10.7%

MSFT MICROSOFT CORP 25.3%

Value ($000) $23,929 Shares 83,000 Est. Cost $100.00 Unrealized +149.4%

CHKP CHECK POINT SOFTWARE TECHNOLOGY LT 22.0%

Value ($000) $20,800 Shares 160,000 Est. Cost $127.24 Unrealized 0.0%

KMX CARMAX INC 11.9%

Value ($000) $11,249 Shares 175,000 Est. Cost $64.20 Unrealized +4.3%

HRB BLOCK H & R INC 2.0%

Value ($000) $1,868 Shares 53,000 Est. Cost $13.99 Unrealized +142.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MCO	MOODYS CORP	120,000	$36,722	38.8%	$266.40	+10.7%	COM	615369105
MSFT	MICROSOFT CORP	83,000	$23,929	25.3%	$100.00	+149.4%	COM	594918104
CHKP	CHECK POINT SOFTWARE TECHNOLOGY LT	160,000	$20,800	22.0%	$127.24	0.0%	ORD	M22465104
KMX	CARMAX INC	175,000	$11,249	11.9%	$64.20	+4.3%	COM	143130102
HRB	BLOCK H & R INC	53,000	$1,868	2.0%	$13.99	+142.3%	COM	093671105