Q2 2024 · 13F-HR
Rings Capital Management LLCholdings as filed
Filed 2024-08-14 · accession 0001104659-24-089294
$191.2M
Reported value
7
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 615369105 | MCO | MOODYS CORP | $50.5M | 26.4% | 120,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $37.1M | 19.4% | 83,000 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $34.5M | 18.0% | 470,000 | Common | SOLE |
| M22465104 | CHKP | CHECK POINT SOFTWARE TECHNOLOGY LT | $26.4M | 13.8% | 160,000 | Common | SOLE |
| 82710M100 | SILKUSD | SILK RD MED INC | $23.3M | 12.2% | 860,004 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $16.6M | 8.66% | 165,000 | Common | SOLE |
| 093671105 | HRB | BLOCK H & R INC | $2.9M | 1.50% | 53,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.