Q1 2026 · 13F-HR
Rings Capital Management LLCholdings as filed
Filed 2026-05-15 · accession 0001104659-26-061737
$186.1M
Reported value
7
Positions
2026-03-31
Period end
The Brief · Rings Capital Management LLC · Q1 2026
AI · grounded in 13F
Rings Capital Management LLC increased its position in Constellation Brands Inc STZ by 700%. The fund added one new position to its portfolio. Total assets under management stood at $186,100,250 across seven positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 615369105 | MCO | MOODYS CORP | $52.4M | 28.1% | 120,000 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $39.5M | 21.2% | 949,000 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $31.8M | 17.1% | 165,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $30.7M | 16.5% | 83,000 | Common | SOLE |
| M22465104 | CHKP | CHECK POINT SOFTWARE TECHNOLOGY LT | $22.9M | 12.3% | 160,000 | Common | SOLE |
| 21036P108 | STZ | CONSTELLATION BRANDS INC | $7.2M | 3.87% | 48,000 | Common | SOLE |
| 093671105 | HRB | BLOCK H & R INC | $1.7M | 0.90% | 53,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.