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	$76,094 35.72% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$57,177 26.84% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$48,190 22.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$27,609 12.96% of portfolio	-	-	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical HRB 1 stocks	$2,680 1.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA 1 stocks	$1,268 0.6% of portfolio	-	-	-	-	0 Calls 0 Puts

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