Rings Capital Management LLC Long-Term Concentrated

CIK: 0001771122 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 15, 2019

Total Value ($000): $111,967 (100.0% shares, 0.0% debt)

Holdings (5)

SPGI S&P GLOBAL INC 45.8%

Value ($000) $51,311 Shares 243,700 Est. Cost $168.43 Unrealized +8.4%

MCO MOODYS CORP 38.3%

Value ($000) $42,918 Shares 237,000 Est. Cost $141.79 Unrealized +9.3%

MSFT MICROSOFT CORP 8.7%

Value ($000) $9,789 Shares 83,000 Est. Cost $100.00 Unrealized +2.3%

WFC WELLS FARGO CO NEW 4.7%

Value ($000) $5,315 Shares 110,000 Est. Cost $41.98 Unrealized -2.9%

META FACEBOOK INC 2.4%

Value ($000) $2,634 Shares 15,800 Est. Cost $156.33 Unrealized +1.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SPGI	S&P GLOBAL INC	243,700	$51,311	45.8%	$168.43	+8.4%	COM	78409V104
MCO	MOODYS CORP	237,000	$42,918	38.3%	$141.79	+9.3%	COM	615369105
MSFT	MICROSOFT CORP	83,000	$9,789	8.7%	$100.00	+2.3%	COM	594918104
WFC	WELLS FARGO CO NEW	110,000	$5,315	4.7%	$41.98	-2.9%	COM	949746101
META	FACEBOOK INC	15,800	$2,634	2.4%	$156.33	+1.0%	CL A	30303M102