Rings Capital Management LLC Portfolio Holdings by Sector

Rings Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology CHKP MSFT 2 stocks	$67,624 34.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$55,882 28.48% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$39,622 20.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$21,855 11.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical JD BABA 2 stocks	$8,339 4.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical HRB 1 stocks	$2,910 1.48% of portfolio	-	-	-	-	0 Calls 0 Puts

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