Rings Capital Management Q1 2020 holdings

$130 Million is the total value of Rings Capital Management's 7 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 40.0% .

 Value Shares↓ Weighting
SPGI  S&P GLOBAL INC$59,719
-10.3%
243,7000.0%45.76%
+1.4%
MCO  MOODYS CORP$50,126
-10.9%
237,0000.0%38.41%
+0.6%
MSFT  MICROSOFT CORP$13,090
+0.0%
83,0000.0%10.03%
+13.0%
FB BuyFACEBOOK INC$2,669
-17.7%
16,000
+1.3%
2.04%
-7.0%
BK NewBANK NEW YORK MELLON CORP$2,09262,100
+100.0%
1.60%
WFC SellWELLS FARGO CO NEW$1,952
-76.4%
68,000
-55.8%
1.50%
-73.4%
FDX NewFEDEX CORP$8497,000
+100.0%
0.65%

These EDGAR filings were analyzed to create this holdings report:

The EDGAR filing(s) were signed by:

  • Dan Juran — Managing Member

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EDGAR filings