Rings Capital Management LLC Long-Term Concentrated

Location: Chicago, IL

CIK: 0001771122 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

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

Holdings (7)

MCO MOODYS CORP 28.1%

Value $52.35M Shares 120,000 Est. Cost $266.40 Unrealized +83.8%

KMX CARMAX INC 21.2%

Value $39.46M Shares 949,000 Est. Cost $64.07 Unrealized -29.9%

RTX RTX CORPORATION 17.1%

Value $31.83M Shares 165,000 Est. Cost $75.63 Unrealized +160.0%

MSFT MICROSOFT CORP 16.5%

Value $30.72M Shares 83,000 Est. Cost $100.00 Unrealized +334.6%

CHKP CHECK POINT SOFTWARE TECHNOLOGY LT 12.3%

Value $22.86M Shares 160,000 Est. Cost $127.24 Unrealized +38.7%

STZ CONSTELLATION BRANDS INC 3.9%

Value $7.2M Shares 48,000 Est. Cost $153.59 Unrealized +1.6%

HRB BLOCK H & R INC 0.9%

Value $1.682M Shares 53,000 Est. Cost $13.99 Unrealized +165.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MCO	MOODYS CORP	120,000	$52.35M	28.1%	$266.40	+83.8%	COM	615369105
KMX	CARMAX INC	949,000	$39.46M	21.2%	$64.07	-29.9%	COM	143130102
RTX	RTX CORPORATION	165,000	$31.83M	17.1%	$75.63	+160.0%	COM	75513E101
MSFT	MICROSOFT CORP	83,000	$30.72M	16.5%	$100.00	+334.6%	COM	594918104
CHKP	CHECK POINT SOFTWARE TECHNOLOGY LT	160,000	$22.86M	12.3%	$127.24	+38.7%	ORD	M22465104
STZ	CONSTELLATION BRANDS INC	48,000	$7.2M	3.9%	$153.59	+1.6%	CL A	21036P108
HRB	BLOCK H & R INC	53,000	$1.682M	0.9%	$13.99	+165.3%	COM	093671105