"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
Papa John’s International, Inc. (PZZA)
Innovative Industrial Properties, Inc. (IIPR)
Bunge Global SA (BG)
Albertsons Companies, Inc. (ACI)
Dole plc (DOLE)
American Integrity Insurance Group (AII), Markel Group, Inc. (MKL), & Lincoln National Corporation (LNC)
PetMed Express, Inc. (PETS)
Movado Group, Inc. (MOV)
