Rings Capital Management LLC Portfolio Holdings by Sector

Rings Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT CHKP 2 stocks	$64,856 33.88% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$56,804 29.67% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$41,026 21.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$19,093 9.97% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical JD BABA 2 stocks	$6,842 3.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical HRB 1 stocks	$2,800 1.46% of portfolio	-	-	-	-	0 Calls 0 Puts

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