StockDriftsStockDriftsTop 7 Rings Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MCO | MOODYS CORP | 28.13% | 120.0K | $52.4M | +0.00%(+0) | $169.76(+152.65%) | 2026-03-31 | |
| KMX | CARMAX INC | 21.2% | 949.0K | $39.5M | +0.00%(+0) | $64.69(-42.91%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 17.1% | 165.0K | $31.8M | +0.00%(+0) | $78.06(+119.31%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 16.51% | 83.0K | $30.7M | +0.00%(+0) | $107.97(+290.78%) | 2026-03-31 | |
| CHKP | CHECK POINT SOFTWARE TECHNOLOGY LT | 12.28% | 160.0K | $22.9M | +0.00%(+0) | $128.08(-3.16%) | 2026-03-31 | |
| STZ | CONSTELLATION BRANDS INC | 3.87% | 48.0K | $7.2M | +700.00%(+42.00K) | $143.02(-0.47%) | 2026-03-31 | |
| HRB | BLOCK H & R INC | 0.9% | 53.0K | $1.7M | +0.00%(+0) | $16.98(+119.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.22% | +23.27% |
| Top 20 Holdings Unweighted | +12.24% | +41.42% |
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