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	$76,685 37.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$60,190 29.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$42,073 20.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$24,093 11.65% of portfolio	-	-	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical HRB 1 stocks	$2,909 1.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA 1 stocks	$805 0.39% of portfolio	-	-	-	-	0 Calls 0 Puts

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