Filed: 5/15/2026ACC: 0001104659-26-061737
📋 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 $186.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$186.10M
Total AUM (reported)
1.58M
Total Shares
Allocation by class
COM$156.04M83.8%
ORD$22.86M12.3%
CL A$7.20M3.9%
Portfolio Concentration
Top 3$123.64M66.4%
4–10$62.46M33.6%
Top 3 weight
66.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.58M
Sole
Full voting authority
1.58M
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$52.35M
28.13%
Sole
120K
Shared
0.00
None
0.00
CARMAX INC
SOLEShares949K
TypeSH
Market value$39.46M
21.20%
Sole
949K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares165K
TypeSH
Market value$31.83M
17.10%
Sole
165K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares83K
TypeSH
Market value$30.72M
16.51%
Sole
83K
Shared
0.00
None
0.00
CHECK POINT SOFTWARE TECHNOLOGY LT
SOLEShares160K
TypeSH
Market value$22.86M
12.28%
Sole
160K
Shared
0.00
None
0.00
CONSTELLATION BRANDS INC
SOLEShares48K
TypeSH
Market value$7.20M
3.87%
Sole
48K
Shared
0.00
None
0.00
BLOCK H & R INC
SOLEShares53K
TypeSH
Market value$1.68M
0.90%
Sole
53K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MOODYS CORPSOLE | COM | 120K | SH | $52.35M 28.13% | 120K | 0.00 | 0.00 |
CARMAX INCSOLE | COM | 949K | SH | $39.46M 21.20% | 949K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 165K | SH | $31.83M 17.10% | 165K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 83K | SH | $30.72M 16.51% | 83K | 0.00 | 0.00 |
CHECK POINT SOFTWARE TECHNOLOGY LTSOLE | ORD | 160K | SH | $22.86M 12.28% | 160K | 0.00 | 0.00 |
CONSTELLATION BRANDS INCSOLE | CL A | 48K | SH | $7.20M 3.87% | 48K | 0.00 | 0.00 |
BLOCK H & R INCSOLE | COM | 53K | SH | $1.68M 0.90% | 53K | 0.00 | 0.00 |