"My Subsidiaries"
I treat my investment portfolio as if it's my own privately held investment holding company. I consider the various companies, whose stocks I own, to be "my subsidiaries" in my holding company.
Although I have 100% control over my holding company, I only hold a minority interest in each of "my subsidiaries."
Essentially, I can only control my decisions to buy or sell (acquire or divestiture) or adjust allocations (partial divestiture or add/buyback shares) of "my subsidiaries" within my holding company.
Below are some of "my subsidiaries" which make up a major part of my privately held investment holding company, in no particular order. The entire portfolio of "my subsidiaries" can be found by clicking HERE. If you would like to know a little more about me, click HERE. The mission of Invest Like An Owner can be found HERE.
- DJ Jackson LaSalle
Owner
Pinterest, Inc. (PINS)
Innovative Industrial Properties, Inc. (IIPR)
Bunge Global SA (BG)
Weis Markets, Inc. (WMK)
Dole plc (DOLE)
American Integrity Insurance Group (AII), Markel Group, Inc. (MKL), & Lincoln National Corporation (LNC)
PetMed Express, Inc. (PETS)
Movado Group, Inc. (MOV)
Crocs, Inc. (CROX)
Target Allocations, Segment Weights, and Review Schedules:
8%+ (Overweight) | A. Weekly Review
PETS
AII
7.69% (1-3) | A. Weekly Review
N/A
5.13% (1-2) | A. Weekly Review
N/A
3.85% (2-3) | A. Weekly Review
N/A
2.56% (1-1, 2-2, 3-3) | A. Weekly Review
IIPR
WEYS
ZM
WW
1.92% (4-3, NC4) | B. Monthly Review
PINS
USNA
EXE
HGBL
FVRR
UPWK
1.71% (3-2, NC3) | B. Monthly Review
MKL
EGAN
BBBY
1.44% (NC2) | B. Monthly Review
N/A
1.28% (2-1, 4-2, NC1) | B. Monthly Review
MAT
CNC
MOV
NVO
MOH
TAYD
JOYY
LULU
0.96% (N4) | C. Quarterly Review
N/A
0.85% (3-1) | C. Quarterly Review
JBSS
WMK
BG
LNC
VHI
RAVE
MED
0.72% (N3) | C. Quarterly Review
N/A
0.64% (4-1) | C. Quarterly Review
LYB
PYPL
INTC
SBUX
VZ
YALA
LYFT
UBER
TGT
CROX
DRH
LEN
FLR
GRAB
UFPI
VTSI
CHCI
RAVE
SITC
AWX
0.48% (N2) | C. Quarterly Review
ACN
0.25% (Minimum / N1) | C. Quarterly Review
REI
UNFI
DOLE
PZZA
Updated: 7/12/26
