Rings Capital Management LLC

CIK 0001771122 · CHICAGO, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Rings Capital Management LLC reported 7 positions worth $196.5M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: MCO (27.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$196.5M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

7 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	MCO	MOODYS CORP	SH	$54.4M	27.65%	120,000	—	—
▸ 2	KMX	CARMAX INC	SH	$50.2M	25.54%	949,000	—	—
▸ 3	RTX	RTX CORPORATION	SH	$31.3M	15.93%	165,000	—	—
▸ 4	MSFT	MICROSOFT CORP	SH	$31.0M	15.75%	83,000	—	—
▸ 5	CHKP	CHECK POINT SOFTWARE TECHNOLOGY LT	SH	$21.0M	10.70%	160,000	—	—
▸ 6	STZ	CONSTELLATION BRANDS INC	SH	$6.7M	3.40%	48,000	—	—
▸ 7	HRB	BLOCK H & R INC	SH	$2.0M	1.03%	53,000	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Rings Capital Management LLC hold as of Q2 2026?

Rings Capital Management LLC reported 7 positions worth $196.5M in its Q2 2026 13F filing. Largest positions: MCO (27.7%), KMX (25.5%), RTX (15.9%), MSFT (15.8%) and CHKP (10.7%).

What did Rings Capital Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Rings Capital Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.