My Subsidiaries
I treat my investment portfolio as if it's a personal holding company. I consider the various companies, whose stocks I own, to be subsidiaries of my personal holding company.
Although I have 100% control over my personal holding company, I only hold a minority interest in each of my subsidiaries.
Essentially, I can only control my decisions to buy or sell subsidiaries, or adjust the allocations of the subsidiaries within my personal holding company, by trimming or adding shares.
Below are some of the subsidiaries, which make up a major part of my personal holding company's holdings, in no particular order.
- DJ
CEO
Papa John’s International, Inc. (PZZA)
Innovative Industrial Properties, Inc. (IIPR)
B&G Foods, Inc. (BGS)
Albertsons Companies, Inc. (ACI)
Dole plc (DOLE)
Markel Group, Inc. (MKL)
Big 5 Sporting Goods Corporation (BGFV)
Walgreens Boots Alliance, Inc. (WBA)
