Filed: 8/14/2025ACC: 0001104659-25-077998
📋 What this filing means
RINGS CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 7 equity positions with a total reported market value of $206.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$206.76M
Total AUM (reported)
1.21M
Total Shares
Allocation by class
COM$170.55M82.5%
ORD$35.40M17.1%
SPON ADS$805.2K0.4%
Portfolio Concentration
Top 3$143.55M69.4%
4–10$63.21M30.6%
Top 3 weight
69.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.21M
Sole
Full voting authority
1.21M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole7
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings7
Rows:
MOODYS CORP
SOLEShares120K
TypeSH
Market value$60.19M
29.11%
Sole
120K
Shared
0.00
None
0.00
CARMAX INC
SOLEShares626K
TypeSH
Market value$42.07M
20.35%
Sole
626K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares83K
TypeSH
Market value$41.29M
19.97%
Sole
83K
Shared
0.00
None
0.00
CHECK POINT SOFTWARE TECHNOLOGY LT
SOLEShares160K
TypeSH
Market value$35.40M
17.12%
Sole
160K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares165K
TypeSH
Market value$24.09M
11.65%
Sole
165K
Shared
0.00
None
0.00
BLOCK H & R INC
SOLEShares53K
TypeSH
Market value$2.91M
1.41%
Sole
53K
Shared
0.00
None
0.00
ALIBABA GROUP HOLDINGS LTD
SOLEShares7.10K
TypeSH
Market value$805.2K
0.39%
Sole
7.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MOODYS CORPSOLE | COM | 120K | SH | $60.19M 29.11% | 120K | 0.00 | 0.00 |
CARMAX INCSOLE | COM | 626K | SH | $42.07M 20.35% | 626K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 83K | SH | $41.29M 19.97% | 83K | 0.00 | 0.00 |
CHECK POINT SOFTWARE TECHNOLOGY LTSOLE | ORD | 160K | SH | $35.40M 17.12% | 160K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 165K | SH | $24.09M 11.65% | 165K | 0.00 | 0.00 |
BLOCK H & R INCSOLE | COM | 53K | SH | $2.91M 1.41% | 53K | 0.00 | 0.00 |
ALIBABA GROUP HOLDINGS LTDSOLE | SPON ADS | 7.10K | SH | $805.2K 0.39% | 7.10K | 0.00 | 0.00 |