Rings Capital Management LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Rings Capital Management LLC disclosed 7 US equity positions worth $196.5m in its Q2 2026 13F filing. The largest position was MCO at 27.7% of the reported book, followed by KMX and RTX. Against the Q1 2026 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 7 holdings.
What did Rings Capital Management LLC own in Q2 2026? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | MCO MOODYS CORP | Financial Services | 27.7% | $54.4m | 120,000 | 0% | held |
| 2 | KMX CARMAX INC | Consumer Cyclical | 25.5% | $50.2m | 949,000 | 0% | held |
| 3 | RTX RTX CORPORATION | Industrials | 15.9% | $31.3m | 165,000 | 0% | held |
| 4 | MSFT MICROSOFT CORP | Technology | 15.8% | $31.0m | 83,000 | 0% | held |
| 5 | CHECK POINT SOFTWARE TECHNOLOGY LT | 10.7% | $21.0m | 160,000 | 0% | held | |
| 6 | STZ CONSTELLATION BRANDS INC | Consumer Defensive | 3.4% | $6.7m | 48,000 | 0% | held |
| 7 | HRB BLOCK H & R INC | Consumer Cyclical | 1.0% | $2.0m | 53,000 | 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.