Rings Capital Management LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Rings Capital Management LLC disclosed 7 US equity positions worth $206.8m in its Q2 2025 13F filing. The largest position was MCO at 29.1% of the reported book, followed by KMX and MSFT. Against the Q1 2025 filing, it opened 0 new positions, added to 1 and reduced 0 among the top 7 holdings.
What did Rings Capital Management LLC own in Q2 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MCO MOODYS CORP | Financial Services | 29.1% | $60.2m | 120,000 | 0% | held |
| 2 | KMX CARMAX INC | Consumer Cyclical | 20.3% | $42.1m | 626,000 | 23% | added |
| 3 | MSFT MICROSOFT CORP | Technology | 20.0% | $41.3m | 83,000 | 0% | held |
| 4 | CHECK POINT SOFTWARE TECHNOLOGY LT | 17.1% | $35.4m | 160,000 | 0% | held | |
| 5 | RTX RTX CORPORATION | Industrials | 11.7% | $24.1m | 165,000 | 0% | held |
| 6 | HRB BLOCK H & R INC | Consumer Cyclical | 1.4% | $2.9m | 53,000 | 0% | held |
| 7 | BABA ALIBABA GROUP HOLDINGS LTD | Consumer Cyclical | 0.4% | $805.2k | 7,100 | 0% | held |
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.