Rings Capital Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Rings Capital Management LLC disclosed 7 US equity positions worth $186.1m in its Q1 2026 13F filing. The largest position was MCO at 28.1% of the reported book, followed by KMX and RTX.
What did Rings Capital Management LLC own in Q1 2026? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MCO MOODYS CORP | Financial Services | 28.1% | $52.4m | 120,000 | – | |
| 2 | KMX CARMAX INC | Consumer Cyclical | 21.2% | $39.5m | 949,000 | – | |
| 3 | RTX RTX CORPORATION | Industrials | 17.1% | $31.8m | 165,000 | – | |
| 4 | MSFT MICROSOFT CORP | Technology | 16.5% | $30.7m | 83,000 | – | |
| 5 | CHECK POINT SOFTWARE TECHNOLOGY LT | 12.3% | $22.9m | 160,000 | – | ||
| 6 | STZ CONSTELLATION BRANDS INC | Consumer Defensive | 3.9% | $7.2m | 48,000 | – | |
| 7 | HRB BLOCK H & R INC | Consumer Cyclical | 0.9% | $1.7m | 53,000 | – |
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.