Rings Capital Management LLC Long-Term Concentrated

Location: CHICAGO, IL

CIK: 0001771122 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $186M (100.0% shares, 0.0% debt)

Holdings (7)

Increased Positions (1)

STZ CONSTELLATION BRANDS INC 3.9%

Value $7.2M (+769.8%) Shares 48,000 (+700.0%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
STZ	CONSTELLATION BRANDS INC	48,000 (+700.0%)	$7.2M (+769.8%)	3.9%	—	—	CL A	21036P108

Unchanged Positions (6)

MSFT MICROSOFT CORP 16.5%

Value $30.72M Shares 83,000 Est. Cost — Unrealized —

MCO MOODYS CORP 28.1%

Value $52.35M Shares 120,000 Est. Cost — Unrealized —

CHKP CHECK POINT SOFTWARE TECHNOLOGY LT 12.3%

Value $22.86M Shares 160,000 Est. Cost — Unrealized —

KMX CARMAX INC 21.2%

Value $39.46M Shares 949,000 Est. Cost — Unrealized —

RTX RTX CORPORATION 17.1%

Value $31.83M Shares 165,000 Est. Cost — Unrealized —

HRB BLOCK H & R INC 0.9%

Value $1.682M Shares 53,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	83,000	$30.72M	16.5%	—	—	COM	594918104
MCO	MOODYS CORP	120,000	$52.35M	28.1%	—	—	COM	615369105
CHKP	CHECK POINT SOFTWARE TECHNOLOGY LT	160,000	$22.86M	12.3%	—	—	ORD	M22465104
KMX	CARMAX INC	949,000	$39.46M	21.2%	—	—	COM	143130102
RTX	RTX CORPORATION	165,000	$31.83M	17.1%	—	—	COM	75513E101
HRB	BLOCK H & R INC	53,000	$1.682M	0.9%	—	—	COM	093671105