Rings Capital Management LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Rings Capital Management LLC disclosed 8 US equity positions worth $191.8m in its Q3 2024 13F filing. The largest position was MCO at 29.7% of the reported book, followed by KMX and MSFT.
What did Rings Capital Management LLC own in Q3 2024? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MCO MOODYS CORP | Financial Services | 29.7% | $57.0m | 120,000 | – | |
| 2 | KMX CARMAX INC | Consumer Cyclical | 19.3% | $37.0m | 478,000 | – | |
| 3 | MSFT MICROSOFT CORP | Technology | 18.6% | $35.7m | 83,000 | – | |
| 4 | CHECK POINT SOFTWARE TECHNOLOGY LT | 16.1% | $30.8m | 160,000 | – | ||
| 5 | RTX RTX CORPORATION | Industrials | 10.4% | $20.0m | 165,000 | – | |
| 6 | JD JD.COM | Consumer Cyclical | 3.8% | $7.2m | 180,000 | – | |
| 7 | HRB BLOCK H & R INC | Consumer Cyclical | 1.8% | $3.4m | 53,000 | – | |
| 8 | BABA ALIBABA GROUP HOLDINGS LTD | Consumer Cyclical | 0.4% | $753.5k | 7,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.