"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
Lyft, Inc. (LYFT)
Innovative Industrial Properties, Inc. (IIPR)
Bunge Global SA (BG)
Weis Markets, Inc. (WMK)
WW International, Inc. (WW)
American Integrity Insurance Group (AII), Markel Group, Inc. (MKL), & Lincoln National Corporation (LNC)
PetMed Express, Inc. (PETS)
Movado Group, Inc. (MOV)
Crocs, Inc. (CROX)
KraneShares CSI China Internet ETF (KWEB)
Strategic Target Allocations, Segment Weights, and Review Schedules:
8%+ (Overweight) | A. Weekly Review
PETS
JTAI
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
WW
LYFT
ZM
KWEB
EXE
YALA
1.92% (4-3, NC4) | B. Monthly Review
USNA
NUS
1.71% (3-2, NC3) | B. Monthly Review
MKL
1.44% (NC2) | B. Monthly Review
N/A
1.28% (2-1, 4-2, NC1) | B. Monthly Review
TAYD
CELH
NVO
AII
JOYY
NKE
EGAN
RAVE
PERI
0.96% (N4) | C. Quarterly Review
SOAR
NXH
0.85% (3-1) | C. Quarterly Review
WMK
IIPR
HGBL
DRH
LNC
0.72% (N3) | C. Quarterly Review
N/A
0.64% (4-1) | C. Quarterly Review
FLYX
PYPL
MED
UBER
LEN
CROX
FLR
CNC
REI
GRAB
SBUX
MOV
AWX
CHCI
TGT
VTSI
NLCP
APT
UFPI
MOH
MAT
VZ
VHI
INTC
BG
0.48% (N2) | C. Quarterly Review
ACN
0.25% (Minimum / N1) | C. Quarterly Review
ORCL
JBSS
LYB
WEYS
Updated: 10/15/26
