Q1 2025 · 13F-HR
Rings Capital Management LLCholdings as filed
Filed 2025-05-15 · accession 0001104659-25-048893
$196.2M
Reported value
8
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 615369105 | MCO | MOODYS CORP | $55.9M | 28.5% | 120,000 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $39.6M | 20.2% | 508,500 | Common | SOLE |
| M22465104 | CHKP | CHECK POINT SOFTWARE TECHNOLOGY LT | $36.5M | 18.6% | 160,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $31.2M | 15.9% | 83,000 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $21.9M | 11.1% | 165,000 | Common | SOLE |
| 47215P106 | JD | JD.COM | $7.4M | 3.77% | 180,000 | Common | SOLE |
| 093671105 | HRB | BLOCK H & R INC | $2.9M | 1.48% | 53,000 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HOLDINGS LTD | $938,833 | 0.48% | 7,100 | 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.