Below is a collection of writings, research, and public appearances that Todd Wenning has done on behalf of KNA Capital Management.

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Monthly Letters

Podcasts

Presentations

In the Media

Todd Wenning 6/4/26 Todd Wenning 6/4/26

KNA Capital May 2026 Update

Todd Wenning 5/6/26 Todd Wenning 5/6/26

KNA Capital April 2026 Update

Todd Wenning 4/13/26 Todd Wenning 4/13/26

KNA Capital March 2026 Update

Todd Wenning 3/3/26 Todd Wenning 3/3/26

KNA Capital February 2026 Update

Todd Wenning 2/4/26 Todd Wenning 2/4/26

KNA Capital January 2026 Update

Todd Wenning 1/8/26 Todd Wenning 1/8/26

KNA Capital December 2025 Update

Todd Wenning 12/7/25 Todd Wenning 12/7/25

KNA Capital November 2025 Update

Todd Wenning 11/6/25 Todd Wenning 11/6/25

KNA Capital October 2025 Update

Todd Wenning 10/7/25 Todd Wenning 10/7/25

KNA Capital September 2025 Update

Todd Wenning 9/8/25 Todd Wenning 9/8/25

KNA Capital August 2025 Update

Todd Wenning 8/5/25 Todd Wenning 8/5/25

KNA Capital July 2025 Update

Todd Wenning 7/8/25 Todd Wenning 7/8/25

KNA Capital June 2025 Update

Todd Wenning 6/3/25 Todd Wenning 6/3/25

KNA Capital May 2025 Update

Todd Wenning 5/8/25 Todd Wenning 5/8/25

KNA Capital April 2025 Update

Todd Wenning 4/3/25 Todd Wenning 4/3/25

KNA Capital First Quarter 2025 Update

Todd Wenning 3/6/25 Todd Wenning 3/6/25

KNA Capital February 2025 Update

Todd Wenning 1/7/25 Todd Wenning 1/7/25

KNA Capital Q4 2024 Letter

Todd Wenning 10/7/24 Todd Wenning 10/7/24

KNA Capital Q3 2024 Letter

Todd Wenning 9/17/24 Todd Wenning 9/17/24