Rings Capital Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CARMAX INC(KMX) | 626,000 | 1,074,000 | +448,000 | 42,073,460 | 48,190,380 | 22.62% | +6,116,920 |
| RTX CORPORATION(RTX) | 165,000 | 165,000 | 0 | 24,093,300 | 27,609,450 | 12.96% | +3,516,150 |
| MICROSOFT CORP(MSFT) | 83,000 | 83,000 | 0 | 41,285,030 | 42,989,850 | 20.18% | +1,704,820 |
| ALIBABA GROUP HOLDINGS LTD(BABA) | 7,100 | 7,100 | 0 | 805,211 | 1,268,983 | 0.60% | +463,772 |
| BLOCK H & R INC | 53,000 | 53,000 | 0 | 2,909,170 | 2,680,210 | 1.26% | -228,960 |
| CHECK POINT SOFTWARE TECHNOLOGY LT | 160,000 | 160,000 | 0 | 35,400,000 | 33,105,600 | 15.54% | -2,294,400 |
| MOODYS CORP(MCO) | 120,000 | 120,000 | 0 | 60,190,800 | 57,177,600 | 26.84% | -3,013,200 |