Rings Capital Management LLC
Top Portfolio Positions
7 positions ·
$186,100,250 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MCO |
Moodys Corp /De/
Financial Services
|
120,000 | $52,350,000 | 28.13% | |
| KMX |
Carmax Inc
Consumer Cyclical
|
949,000 | $39,459,420 | 21.20% | |
| RTX |
RTX Corp
Industrials
|
165,000 | $31,828,500 | 17.10% | |
| MSFT |
Microsoft Corp
Technology
|
83,000 | $30,724,110 | 16.51% | |
| CHKP |
Check Point Software Technologies Ltd
Technology
|
160,000 | $22,856,000 | 12.28% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
48,000 | $7,200,000 | 3.87% | |
| HRB |
H&R Block Inc
Consumer Cyclical
|
53,000 | $1,682,220 | 0.90% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KMX
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,459,420 | 949,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,669,360 | 949,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $48,190,380 | 1,074,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $42,073,460 | 626,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $39,622,320 | 508,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $41,026,350 | 501,790 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $36,987,640 | 478,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $34,469,800 | 470,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $40,070,600 | 460,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $35,300,400 | 460,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,377,750 | 175,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,647,500 | 175,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,249,000 | 175,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,700,250 | 225,000 | Shares | Sole | 2023-02-14 | |
| 2021-06-30 | $1,678,950 | 13,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,724,580 | 13,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,227,980 | 13,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,194,830 | 13,000 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,164,150 | 13,000 | Shares | Sole | 2020-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||