Rings Capital Management LLC

Est. AUM

$186.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MOODYS CORP	COM	$52.4M	120000	28.13%	SOLE
2	CARMAX INC	COM	$39.5M	949000	21.20%	SOLE
3	RTX CORPORATION	COM	$31.8M	165000	17.10%	SOLE
4	MICROSOFT CORP	COM	$30.7M	83000	16.51%	SOLE
5	CHECK POINT SOFTWARE TECHNOLOGY LT	ORD	$22.9M	160000	12.28%	SOLE
6	CONSTELLATION BRANDS INC	CL A	$7.2M	48000	3.87%	SOLE
7	BLOCK H & R INC	COM	$1.7M	53000	0.90%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.