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	$66,541 34.7% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$56,936 29.69% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$36,987 19.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$19,986 10.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical JD BABA 2 stocks	$7,943 4.14% of portfolio	2	-	2	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical HRB 1 stocks	$3,368 1.76% of portfolio	-	-	-	-	0 Calls 0 Puts

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