Rings Capital Management LLC — Q2 2021 13F Holdings

Name: Rings Capital Management LLC — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001771122

Total reported value

$186.1M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPGI	S&p Global INC	Stock-Financials	43.42%	—	—
2	MCO	Moody's CORP	Stock-Financials	38.53%	-2.34%	—
3	MSFT	Microsoft CORP	Stock-Tech	10.09%	-3.44%	—
4	META	Meta Platforms Inc-class A	Stock-Comm Services	2.50%	—	—
5	BNY	Bank Of New York Mellon CORP	Stock-Financials	2.07%	—	—
6	HRB	H&r Block INC	Stock-Consumer Disc	1.61%	-0.25%	—
7	FDX	Fedex CORP	Stock-Industrials	1.04%	—	—
8	KMX	Carmax INC	Stock-Consumer Disc	0.75%	+2.97%	—

Position changes disclosed by Rings Capital Management LLC for the quarter ending Q2 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SPGI	S&p Global INC	—	EXIT	Sold out
2	MCO	Moody's CORP	—	EXIT	Sold out
3	MSFT	Microsoft CORP	—	EXIT	Sold out
4	META	Meta Platforms Inc-class A	—	EXIT	Sold out
5	BNY	Bank Of New York Mellon CORP	—	EXIT	Sold out
6	HRB	H&r Block INC	—	EXIT	Sold out
7	FDX	Fedex CORP	—	EXIT	Sold out
8	KMX	Carmax INC	—	EXIT	Sold out