Rings Capital Management Q2 2021 holdings

$223 Million is the total value of Rings Capital Management's 8 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .

 Value Shares↓ Weighting
SPGI  S&P GLOBAL INC$96,792
+16.3%
235,8200.0%43.42%
-1.0%
MCO  MOODYS CORP$85,882
+21.4%
237,0000.0%38.53%
+3.3%
MSFT  MICROSOFT CORP$22,485
+14.9%
83,0000.0%10.09%
-2.2%
FB  FACEBOOK INC$5,563
+18.1%
16,0000.0%2.50%
+0.5%
BK  BANK NEW YORK MELLON CORP$4,611
+8.3%
90,0000.0%2.07%
-7.8%
HRB  BLOCK H & R INC$3,592
+7.7%
153,0000.0%1.61%
-8.3%
FDX  FEDEX CORP$2,312
+5.0%
7,7500.0%1.04%
-10.6%
KMX  CARMAX INC$1,679
-2.7%
13,0000.0%0.75%
-17.2%

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