StockDriftsStockDriftsTop 7 Rings Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MCO | MOODYS CORP | 27.65% | 120.0K | $54.4M | +0.00%(+0) | $169.76(+187.71%) | 2026-06-30 | |
| KMX | CARMAX INC | 25.54% | 949.0K | $50.2M | +0.00%(+0) | $64.69(-7.17%) | 2026-06-30 | |
| RTX | RTX CORPORATION | 15.93% | 165.0K | $31.3M | +0.00%(+0) | $78.06(+182.47%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 15.75% | 83.0K | $31.0M | +0.00%(+0) | $107.97(+360.20%) | 2026-06-30 | |
| CHKP | CHECK POINT SOFTWARE TECHNOLOGY LT | 10.7% | 160.0K | $21.0M | +0.00%(+0) | $128.08(+4.80%) | 2026-06-30 | |
| STZ | CONSTELLATION BRANDS INC | 3.4% | 48.0K | $6.7M | +0.00%(+0) | $143.02(-4.66%) | 2026-06-30 | |
| HRB | BLOCK H & R INC | 1.03% | 53.0K | $2.0M | +0.00%(+0) | $16.98(+208.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.48% | +24.18% | +3.75% | +20.19% |
| Top 20 Holdings Unweighted | +15.49% | +54.06% | +10.82% | +67.17% |
Rings Capital Management LLC reports $196.53M in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are MCO (27.6%), KMX (25.5%) and RTX (15.9%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +24.18% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Rings Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1771122). View Rings Capital Management LLC’s 13F filings on SEC