Filed: 11/14/2025ACC: 0001104659-25-111921
📋 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 $213.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$213.02M
Total AUM (reported)
1.66M
Total Shares
Allocation by class
COM$178.65M83.9%
ORD$33.11M15.5%
SPON ADS$1.27M0.6%
Portfolio Concentration
Top 3$148.36M69.6%
4–10$64.66M30.4%
Top 3 weight
69.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.66M
Sole
Full voting authority
1.66M
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$57.18M
26.84%
Sole
120K
Shared
0.00
None
0.00
CARMAX INC
SOLEShares1.07M
TypeSH
Market value$48.19M
22.62%
Sole
1.07M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares83K
TypeSH
Market value$42.99M
20.18%
Sole
83K
Shared
0.00
None
0.00
CHECK POINT SOFTWARE TECHNOLOGY LT
SOLEShares160K
TypeSH
Market value$33.11M
15.54%
Sole
160K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares165K
TypeSH
Market value$27.61M
12.96%
Sole
165K
Shared
0.00
None
0.00
BLOCK H & R INC
SOLEShares53K
TypeSH
Market value$2.68M
1.26%
Sole
53K
Shared
0.00
None
0.00
ALIBABA GROUP HOLDINGS LTD
SOLEShares7.10K
TypeSH
Market value$1.27M
0.60%
Sole
7.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MOODYS CORPSOLE | COM | 120K | SH | $57.18M 26.84% | 120K | 0.00 | 0.00 |
CARMAX INCSOLE | COM | 1.07M | SH | $48.19M 22.62% | 1.07M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 83K | SH | $42.99M 20.18% | 83K | 0.00 | 0.00 |
CHECK POINT SOFTWARE TECHNOLOGY LTSOLE | ORD | 160K | SH | $33.11M 15.54% | 160K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 165K | SH | $27.61M 12.96% | 165K | 0.00 | 0.00 |
BLOCK H & R INCSOLE | COM | 53K | SH | $2.68M 1.26% | 53K | 0.00 | 0.00 |
ALIBABA GROUP HOLDINGS LTDSOLE | SPON ADS | 7.10K | SH | $1.27M 0.60% | 7.10K | 0.00 | 0.00 |