Rings Capital Management LLC Long-Term Concentrated

CIK: 0001771122 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $213,022 (100.0% shares, 0.0% debt)

Holdings (7)

MCO MOODYS CORP 26.8%

Value ($000) $57,178 Shares 120,000 Est. Cost $266.40 Unrealized +88.7%

KMX CARMAX INC 22.6%

Value ($000) $48,190 Shares 1,074,000 Est. Cost $64.07 Unrealized -6.8%

MSFT MICROSOFT CORP 20.2%

Value ($000) $42,990 Shares 83,000 Est. Cost $100.00 Unrealized +408.7%

CHKP CHECK POINT SOFTWARE TECHNOLOGY LT 15.5%

Value ($000) $33,106 Shares 160,000 Est. Cost $127.24 Unrealized +58.4%

RTX RTX CORPORATION 13.0%

Value ($000) $27,609 Shares 165,000 Est. Cost $75.63 Unrealized +104.0%

HRB BLOCK H & R INC 1.3%

Value ($000) $2,680 Shares 53,000 Est. Cost $13.99 Unrealized +271.8%

BABA ALIBABA GROUP HOLDINGS LTD 0.6%

Value ($000) $1,269 Shares 7,100 Est. Cost $107.31 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MCO	MOODYS CORP	120,000	$57,178	26.8%	$266.40	+88.7%	COM	615369105
KMX	CARMAX INC	1,074,000	$48,190	22.6%	$64.07	-6.8%	COM	143130102
MSFT	MICROSOFT CORP	83,000	$42,990	20.2%	$100.00	+408.7%	COM	594918104
CHKP	CHECK POINT SOFTWARE TECHNOLOGY LT	160,000	$33,106	15.5%	$127.24	+58.4%	ORD	M22465104
RTX	RTX CORPORATION	165,000	$27,609	13.0%	$75.63	+104.0%	COM	75513E101
HRB	BLOCK H & R INC	53,000	$2,680	1.3%	$13.99	+271.8%	COM	093671105
BABA	ALIBABA GROUP HOLDINGS LTD	7,100	$1,269	0.6%	$107.31	—	SPON ADS	01609W102