Todd Wenning, CFA
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Investment Philosophy & Holdings

"Time is the friend of the wonderful business, the enemy of the mediocre...It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price." - Warren Buffett
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Current personal equity holdings**
Admiral Group plc

Berkshire Hathaway
Brown-Forman
Burberry plc
​Costco Wholesale
​Diageo plc
Disney
​Fever-Tree
​Hingham Institution for Savings 
Johnson Outdoors

Kinsale Capital
Manchester United plc

Markel 
​Nintendo


Beneficiary interest
Amazon.com
Cracker Barrel
​Sherwin Williams
​Williams-Sonoma
Arlo Technologies
Chewy.com


** Please do your own research



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  • Home
  • About
  • Investment Philosophy
  • My Book
  • Articles
  • Blog
  • Contact