Disclaimer & Holdings


Todd Wenning is a senior investment analyst with Ensemble Capital.  The contents of posts herein express the opinions and views of the author alone and do not necessarily reflect the opinions or views of Ensemble Capital or its employees.

Current Equity Holdings

As of September 2020. Presented in the interests of disclosure. Please do your own research.
  • Admiral Group (ADM.L)
  • Berkshire Hathaway (BRK.B)
  • Brown-Forman (BF.B)
  • Burberry (BRBY.L)
  • Costco Wholesale (COST)
  • Diageo plc (DEO)
  • Disney (DIS)
  • Fever-Tree (FEVR.L)
  • Hingham Institution for Savings (HIFS)
  • Johnson Outdoors (JOUT)
  • Kinsale Capital (KNSL)
  • Manchester United (MANU)
  • Markel (MKL)
  • Nintendo (NTDOY)
*Beneficiary interest in (AMZN), Arlo Technologies (ARLO) Berkshire Hathaway (BRK.B), (CHWY), Cracker Barrel Old Country Store (CBRL), Williams-Sonoma (WSM), and Sherwin-Williams (SHW)