Rings Capital Management Activity Q4 2018-Q2 2022

Q2 2022
 Value Shares↓ Weighting
SPGI NewS&P GLOBAL INC$79,485235,82046.51%
NewMOODYS CORP$64,457237,00037.72%
MSFT NewMICROSOFT CORP$21,31783,00012.47%
NewBANK NEW YORK MELLON CORP$3,75490,0002.20%
HRB NewBLOCK H & R INC$1,87253,0001.10%
Q4 2021
 Value Shares↓ Weighting
HRB ExitBLOCK H & R INC$0-153,000-1.72%
BK ExitBANK NEW YORK MELLON CORP$0-90,000-2.10%
FB ExitFACEBOOK INC$0-16,000-2.45%
MSFT ExitMICROSOFT CORP$0-83,000-10.56%
MCO ExitMOODYS CORP$0-237,000-37.96%
SPGI ExitS&P GLOBAL INC$0-235,820-45.20%
Q3 2021
 Value Shares↓ Weighting
KMX ExitCARMAX INC$0-13,000-0.75%
FDX ExitFEDEX CORP$0-7,750-1.04%
Q2 2021
 Value Shares↓ Weighting
SPGI NewS&P GLOBAL INC$96,792235,82043.42%
MCO NewMOODYS CORP$85,882237,00038.53%
MSFT NewMICROSOFT CORP$22,48583,00010.09%
FB NewFACEBOOK INC$5,56316,0002.50%
BK NewBANK NEW YORK MELLON CORP$4,61190,0002.07%
HRB NewBLOCK H & R INC$3,592153,0001.61%
FDX NewFEDEX CORP$2,3127,7501.04%
KMX NewCARMAX INC$1,67913,0000.75%
Q4 2020
 Value Shares↓ Weighting
KMX ExitCARMAX INC$0-13,000-0.64%
HRB ExitBLOCK H & R INC$0-80,000-0.70%
FDX ExitFEDEX CORP$0-7,750-1.04%
BK ExitBANK NEW YORK MELLON CORP$0-110,500-2.04%
FB ExitFACEBOOK INC$0-16,000-2.25%
MSFT ExitMICROSOFT CORP$0-83,000-9.36%
MCO ExitMOODYS CORP$0-237,000-36.84%
SPGI ExitS&P GLOBAL INC$0-243,700-47.13%
Q3 2020
 Value Shares↓ Weighting
HRB NewBLOCK H & R INC$1,30380,0000.70%
Q2 2020
 Value Shares↓ Weighting
SPGI NewS&P GLOBAL INC$80,294243,70046.56%
MCO NewMOODYS CORP$65,111237,00037.76%
MSFT NewMICROSOFT CORP$16,89183,0009.80%
BK NewBANK NEW YORK MELLON CORP$4,271110,5002.48%
FB NewFACEBOOK INC$3,63316,0002.11%
KMX NewCARMAX INC$1,16413,0000.68%
FDX NewFEDEX CORP$1,0877,7500.63%
Q4 2019
 Value Shares↓ Weighting
FB ExitFACEBOOKcl a$0-15,800-2.12%
WFC ExitWELLS FARGO CO NEW$0-197,000-7.50%
MSFT ExitMICROSOFT CORP$0-83,000-8.71%
MCO ExitMOODYS CORP$0-237,000-36.63%
SPGI ExitS&P GLOBAL INC$0-243,700-45.05%
Q3 2019
 Value Shares↓ Weighting
WFC SellWELLS FARGO CO NEW$9,937
+5.7%
197,000
-0.9%
7.50%
+3.5%
BK ExitBANK NEW YORK MELLON CORP$0-100,850-3.43%
Q2 2019
 Value Shares↓ Weighting
SPGI NewS&P GLOBAL INC$55,512243,70042.76%
MCO NewMOODYS CORP$46,288237,00035.66%
MSFT NewMICROSOFT CORP$11,11983,0008.56%
WFC NewWELLS FARGO CO NEW$9,402198,7007.24%
BK NewBANK NEW YORK MELLON CORP$4,453100,8503.43%
FB NewFACEBOOK INCcl a$3,04915,8002.35%

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