Rings Capital Management LLC Long-Term Concentrated

CIK: 0001771122 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $191,424 (100.0% shares, 0.0% debt)

Holdings (8)

MCO MOODYS CORP 29.7%

Value ($000) $56,804 Shares 120,000 Est. Cost $266.40 Unrealized +77.6%

KMX CARMAX INC 21.4%

Value ($000) $41,026 Shares 501,790 Est. Cost $66.99 Unrealized +17.2%

MSFT MICROSOFT CORP 18.3%

Value ($000) $34,985 Shares 83,000 Est. Cost $100.00 Unrealized +322.3%

CHKP CHECK POINT SOFTWARE TECHNOLOGY LT 15.6%

Value ($000) $29,872 Shares 160,000 Est. Cost $127.24 Unrealized +48.0%

RTX RTX CORPORATION 10.0%

Value ($000) $19,094 Shares 165,000 Est. Cost $75.63 Unrealized +56.4%

Value ($000) $6,241 Shares 180,000 Est. Cost $40.00 Unrealized —

HRB BLOCK H & R INC 1.5%

Value ($000) $2,801 Shares 53,000 Est. Cost $13.99 Unrealized +305.0%

BABA ALIBABA GROUP HOLDINGS LTD 0.3%

Value ($000) $602 Shares 7,100 Est. Cost $107.31 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MCO	MOODYS CORP	120,000	$56,804	29.7%	$266.40	+77.6%	COM	615369105
KMX	CARMAX INC	501,790	$41,026	21.4%	$66.99	+17.2%	COM	143130102
MSFT	MICROSOFT CORP	83,000	$34,985	18.3%	$100.00	+322.3%	COM	594918104
CHKP	CHECK POINT SOFTWARE TECHNOLOGY LT	160,000	$29,872	15.6%	$127.24	+48.0%	ORD	M22465104
RTX	RTX CORPORATION	165,000	$19,094	10.0%	$75.63	+56.4%	COM	75513E101
JD	JD.COM	180,000	$6,241	3.3%	$40.00	—	SPON ADS CL A	47215P106
HRB	BLOCK H & R INC	53,000	$2,801	1.5%	$13.99	+305.0%	COM	093671105
BABA	ALIBABA GROUP HOLDINGS LTD	7,100	$602	0.3%	$107.31	—	SPON ADS	01609W102