Vault-13

Rings Capital Management LLC

CHICAGO, IL · CIK 1771122 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2018 · limited liability company

$196.5m reported value +5.6% vs Q1 2026
7positions
100.0%in top 10
0 new 0 added 0 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

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 $54.4m27.65% 27.65% UnchangedShares held: Q3 2025 120.0k, Q4 2025 120.0k, Q1 2026 120.0k, Q2 2026 120.0k
2 CARMAX INC COM KMX KMX 949,000 $50.2m25.54% 25.54% UnchangedShares held: Q3 2025 1.1m, Q4 2025 949.0k, Q1 2026 949.0k, Q2 2026 949.0k
3 RTX CORPORATION COM RTX RTX 165,000 $31.3m15.93% 15.93% UnchangedShares held: Q3 2025 165.0k, Q4 2025 165.0k, Q1 2026 165.0k, Q2 2026 165.0k
4 MICROSOFT CORP COM MSFT MSFT 83,000 $31.0m15.75% 15.75% UnchangedShares held: Q3 2025 83.0k, Q4 2025 83.0k, Q1 2026 83.0k, Q2 2026 83.0k
5 CHECK POINT SOFTWARE TECH LT ORD CHKP CHKP 160,000 $21.0m10.70% 10.70% UnchangedShares held: Q3 2025 160.0k, Q4 2025 160.0k, Q1 2026 160.0k, Q2 2026 160.0k
6 CONSTELLATION BRANDS INC CL A STZ STZ 48,000 $6.7m3.40% 3.40% UnchangedShares held: Q3 2025 0, Q4 2025 6.0k, Q1 2026 48.0k, Q2 2026 48.0k
7 BLOCK H & R INC COM HRB HRB 53,000 $2.0m1.03% 1.03% UnchangedShares held: Q3 2025 53.0k, Q4 2025 53.0k, Q1 2026 53.0k, Q2 2026 53.0k