Vault-13

Rings Capital Management LLC

CHICAGO, IL · CIK 1771122 · 13F filing filed 2023-08-14

SEC-registered investment adviser since 2018 · limited liability company

As an employer

$106.4m reported value +12.5% vs Q1 2023
5positions
100.0%in top 10
0 new 0 added 0 reduced 0 sold out vs Q1 2023

Holdings, Q2 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 MOODYS CORP COM MCO MCO 120,000 $41.7m39.21% 39.21% UnchangedShares held: Q3 2022 0, Q4 2022 237.0k, Q1 2023 120.0k, Q2 2023 120.0k
2 MICROSOFT CORP COM MSFT MSFT 83,000 $28.3m26.56% 26.56% UnchangedShares held: Q3 2022 83.0k, Q4 2022 83.0k, Q1 2023 83.0k, Q2 2023 83.0k
3 CHECK POINT SOFTWARE TECH LT ORD CHKP CHKP 160,000 $20.1m18.89% 18.89% UnchangedShares held: Q3 2022 0, Q4 2022 0, Q1 2023 160.0k, Q2 2023 160.0k
4 CARMAX INC COM KMX KMX 175,000 $14.6m13.76% 13.76% UnchangedShares held: Q3 2022 0, Q4 2022 225.0k, Q1 2023 175.0k, Q2 2023 175.0k
5 BLOCK H & R INC COM HRB HRB 53,000 $1.7m1.59% 1.59% UnchangedShares held: Q3 2022 53.0k, Q4 2022 53.0k, Q1 2023 53.0k, Q2 2023 53.0k