Filed: 2/17/2026ACC: 0001104659-26-015731
📋 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 $201.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$201.20M
Total AUM (reported)
1.54M
Total Shares
Allocation by class
COM$170.68M84.8%
ORD$29.69M14.8%
CL A$827.8K0.4%
Portfolio Concentration
Top 3$138.11M68.6%
4–10$63.09M31.4%
Top 3 weight
68.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.54M
Sole
Full voting authority
1.54M
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$61.30M
30.47%
Sole
120K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares83K
TypeSH
Market value$40.14M
19.95%
Sole
83K
Shared
0.00
None
0.00
CARMAX INC
SOLEShares949K
TypeSH
Market value$36.67M
18.23%
Sole
949K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares165K
TypeSH
Market value$30.26M
15.04%
Sole
165K
Shared
0.00
None
0.00
CHECK POINT SOFTWARE TECHNOLOGY LT
SOLEShares160K
TypeSH
Market value$29.69M
14.76%
Sole
160K
Shared
0.00
None
0.00
BLOCK H & R INC
SOLEShares53K
TypeSH
Market value$2.31M
1.15%
Sole
53K
Shared
0.00
None
0.00
CONSTELLATION BRANDS INC
SOLEShares6K
TypeSH
Market value$827.8K
0.41%
Sole
6K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MOODYS CORPSOLE | COM | 120K | SH | $61.30M 30.47% | 120K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 83K | SH | $40.14M 19.95% | 83K | 0.00 | 0.00 |
CARMAX INCSOLE | COM | 949K | SH | $36.67M 18.23% | 949K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 165K | SH | $30.26M 15.04% | 165K | 0.00 | 0.00 |
CHECK POINT SOFTWARE TECHNOLOGY LTSOLE | ORD | 160K | SH | $29.69M 14.76% | 160K | 0.00 | 0.00 |
BLOCK H & R INCSOLE | COM | 53K | SH | $2.31M 1.15% | 53K | 0.00 | 0.00 |
CONSTELLATION BRANDS INCSOLE | CL A | 6K | SH | $827.8K 0.41% | 6K | 0.00 | 0.00 |