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Rings Capital Management LLC

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13F filer, CIK 1771122, CHICAGO, IL

Rings Capital Management LLC reported $196,532,480 across 7 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-096432

Period
2026-06-30
Reported value
$197M
Holdings
7
Top 10 weight
100%
New
0
Sold out
0

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001104659-26-096432, largest first. % of portfolio is the value over $196,532,480, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,000 shares; 2024Q4: 120,000 shares; 2025Q1: 120,000 shares; 2025Q2: 120,000 shares; 2025Q3: 120,000 shares; 2025Q4: 120,000 shares; 2026Q1: 120,000 shares; 2026Q2: 120,000 shares 120,000$54.4M27.65%0Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 478,000 shares; 2024Q4: 501,790 shares; 2025Q1: 508,500 shares; 2025Q2: 626,000 shares; 2025Q3: 1,074,000 shares; 2025Q4: 949,000 shares; 2026Q1: 949,000 shares; 2026Q2: 949,000 shares 949,000$50.2M25.54%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,000 shares; 2024Q4: 165,000 shares; 2025Q1: 165,000 shares; 2025Q2: 165,000 shares; 2025Q3: 165,000 shares; 2025Q4: 165,000 shares; 2026Q1: 165,000 shares; 2026Q2: 165,000 shares 165,000$31.3M15.93%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,000 shares; 2024Q4: 83,000 shares; 2025Q1: 83,000 shares; 2025Q2: 83,000 shares; 2025Q3: 83,000 shares; 2025Q4: 83,000 shares; 2026Q1: 83,000 shares; 2026Q2: 83,000 shares 83,000$31M15.75%0Timeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,000 shares; 2024Q4: 160,000 shares; 2025Q1: 160,000 shares; 2025Q2: 160,000 shares; 2025Q3: 160,000 shares; 2025Q4: 160,000 shares; 2026Q1: 160,000 shares; 2026Q2: 160,000 shares 160,000$21M10.7%0Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 48,000 shares; 2026Q2: 48,000 shares 48,000$6.68M3.4%0Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,000 shares; 2024Q4: 53,000 shares; 2025Q1: 53,000 shares; 2025Q2: 53,000 shares; 2025Q3: 53,000 shares; 2025Q4: 53,000 shares; 2026Q1: 53,000 shares; 2026Q2: 53,000 shares 53,000$2.02M1.03%0Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-26-096432 base2026-08-14acceptance time not in the bulk data set