Vault-13

Rings Capital Management LLC

CHICAGO, IL · CIK 1771122 · 13F filing filed 2024-08-14

SEC-registered investment adviser since 2018 · limited liability company

$191.2m reported value +4.6% vs Q1 2024
7positions
100.0%in top 10
0 new 1 added 0 reduced 0 sold out vs Q1 2024

Holdings, Q2 2024

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 $50.5m26.42% 26.42% UnchangedShares held: Q3 2023 120.0k, Q4 2023 120.0k, Q1 2024 120.0k, Q2 2024 120.0k
2 MICROSOFT CORP COM MSFT MSFT 83,000 $37.1m19.41% 19.41% UnchangedShares held: Q3 2023 83.0k, Q4 2023 83.0k, Q1 2024 83.0k, Q2 2024 83.0k
3 CARMAX INC COM KMX KMX 470,000 $34.5m18.03% 18.03% AddedShares held: Q3 2023 175.0k, Q4 2023 460.0k, Q1 2024 460.0k, Q2 2024 470.0k +10.0k +10,000 2.2%
4 CHECK POINT SOFTWARE TECH LT ORD CHKP CHKP 160,000 $26.4m13.81% 13.81% UnchangedShares held: Q3 2023 160.0k, Q4 2023 160.0k, Q1 2024 160.0k, Q2 2024 160.0k
5 SILK RD MED INC COM SILK SILK 860,004 $23.3m12.16% 12.16% UnchangedShares held: Q3 2023 0, Q4 2023 860.0k, Q1 2024 860.0k, Q2 2024 860.0k
6 RTX CORPORATION COM RTX RTX 165,000 $16.6m8.66% 8.66% UnchangedShares held: Q3 2023 0, Q4 2023 165.0k, Q1 2024 165.0k, Q2 2024 165.0k
7 BLOCK H & R INC COM HRB HRB 53,000 $2.9m1.50% 1.50% UnchangedShares held: Q3 2023 53.0k, Q4 2023 53.0k, Q1 2024 53.0k, Q2 2024 53.0k