Rings Capital Management LLC Long-Term Concentrated

CIK: 0001771122 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $206,757 (100.0% shares, 0.0% debt)

Holdings (7)

MCO MOODYS CORP 29.1%

Value ($000) $60,191 Shares 120,000 Est. Cost $266.40 Unrealized +73.0%

KMX CARMAX INC 20.3%

Value ($000) $42,073 Shares 626,000 Est. Cost $67.18 Unrealized +0.1%

MSFT MICROSOFT CORP 20.0%

Value ($000) $41,285 Shares 83,000 Est. Cost $100.00 Unrealized +332.4%

CHKP CHECK POINT SOFTWARE TECHNOLOGY LT 17.1%

Value ($000) $35,400 Shares 160,000 Est. Cost $127.24 Unrealized +72.9%

RTX RTX CORPORATION 11.7%

Value ($000) $24,093 Shares 165,000 Est. Cost $75.63 Unrealized +74.2%

HRB BLOCK H & R INC 1.4%

Value ($000) $2,909 Shares 53,000 Est. Cost $13.99 Unrealized +303.4%

BABA ALIBABA GROUP HOLDINGS LTD 0.4%

Value ($000) $805 Shares 7,100 Est. Cost $107.31 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MCO	MOODYS CORP	120,000	$60,191	29.1%	$266.40	+73.0%	COM	615369105
KMX	CARMAX INC	626,000	$42,073	20.3%	$67.18	+0.1%	COM	143130102
MSFT	MICROSOFT CORP	83,000	$41,285	20.0%	$100.00	+332.4%	COM	594918104
CHKP	CHECK POINT SOFTWARE TECHNOLOGY LT	160,000	$35,400	17.1%	$127.24	+72.9%	ORD	M22465104
RTX	RTX CORPORATION	165,000	$24,093	11.7%	$75.63	+74.2%	COM	75513E101
HRB	BLOCK H & R INC	53,000	$2,909	1.4%	$13.99	+303.4%	COM	093671105
BABA	ALIBABA GROUP HOLDINGS LTD	7,100	$805	0.4%	$107.31	—	SPON ADS	01609W102