Rings Capital Management Q2 2020 holdings

$172 Million is the total value of Rings Capital Management's 7 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 28.6% .

 Value Shares↓ Weighting
SPGI  S&P GLOBAL INC$80,294
+34.5%
243,7000.0%46.56%
+1.7%
MCO  MOODYS CORP$65,111
+29.9%
237,0000.0%37.76%
-1.7%
MSFT  MICROSOFT CORP$16,891
+29.0%
83,0000.0%9.80%
-2.4%
BK BuyBANK NEW YORK MELLON CORP$4,271
+104.2%
110,500
+77.9%
2.48%
+54.5%
FB  FACEBOOK INC$3,633
+36.1%
16,0000.0%2.11%
+3.0%
KMX NewCARMAX INC$1,16413,000
+100.0%
0.68%
FDX BuyFEDEX CORP$1,087
+28.0%
7,750
+10.7%
0.63%
-3.2%
WFC ExitWELLS FARGO CO NEW$0-68,000
-100.0%
-1.50%

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