$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% | 243,700 | 0.0% | 46.56% | +1.7% | |
| MCO | MOODYS CORP | $65,111 | +29.9% | 237,000 | 0.0% | 37.76% | -1.7% | |
| MSFT | MICROSOFT CORP | $16,891 | +29.0% | 83,000 | 0.0% | 9.80% | -2.4% | |
| BK | Buy | BANK NEW YORK MELLON CORP | $4,271 | +104.2% | 110,500 | +77.9% | 2.48% | +54.5% |
| FB | FACEBOOK INC | $3,633 | +36.1% | 16,000 | 0.0% | 2.11% | +3.0% | |
| KMX | New | CARMAX INC | $1,164 | – | 13,000 | +100.0% | 0.68% | – |
| FDX | Buy | FEDEX CORP | $1,087 | +28.0% | 7,750 | +10.7% | 0.63% | -3.2% |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -68,000 | -100.0% | -1.50% | – |
The following EDGAR filing(s) were analyzed to create this report:
The EDGAR filing(s) were signed by:
- Dan Juran — Managing Member
- Rings Capital Management holdings (13F-HR)
- Rings Capital Management ownership history
- Rings Capital Management portfolio value
- Rings Capital Management filings
- Similar filers BETA
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