Rings Capital Management LLC — 13F holdings

Rings Capital Management LLC reported 7 holdings worth $197M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. MCO MOODYS CORP — $54.4M (27.7%)
2. KMX CARMAX INC — $50.2M (25.5%)
3. RTX RTX CORPORATION — $31.3M (15.9%)
4. MSFT MICROSOFT CORP — $31.0M (15.8%)
5. CHKP CHECK POINT SOFTWARE TECH LT — $21.0M (10.7%)
6. STZ CONSTELLATION BRANDS INC — $6.68M (3.4%)
7. HRB BLOCK H & R INC — $2.02M (1.0%)