“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

Investment Philosophy

KNA Capital’s investment philosophy is designed to find quality businesses led by thoughtful stewards of shareholder capital trading at attractive prices and then be patient with them.

Top 10 Holdings in Alphabetical Order

  • Brown Forman

  • Copart

  • Domino's

  • Ecolab

  • Ferguson

  • Halma plc

  • Installed Building Products

  • Jack Henry

  • Nintendo

  • Old Dominion Freight Line

Portfolio holdings listed above are as of September 30, 2024. They may be updated at any time and are not intended to be recommendations to transact in the securities above. Please see our disclaimer for more information.