In this article, we will look at the 8 Best Holding Company Stocks to Invest In Now.
Holding company stocks are getting a closer look as investors spend more time searching for value that is not always obvious on the surface. In a market where parts of the spectrum still look fully priced, holding companies can stand out because the parent often trades below what its underlying assets may be worth. Lazard frames it directly, saying its discounted-assets strategy looks for companies trading at a “discount to their estimated net asset value,” including “holding companies,” with “attractively priced underlying holdings.” In other words, the appeal is not just diversification for its own sake. It is the chance to buy a collection of assets more cheaply than the market may be valuing the parts on their own.
That same logic shows up in specialist value commentary. Asset Value Investors says it invests in “holding companies and other group structures” trading at discounts to their “sum-of-the-parts (“SOTP”) value.”
Against this backdrop, holding company stocks deserve a closer look, especially those with high-quality underlying assets, sensible capital allocation, and a realistic path toward closing the gap between market price and underlying value. That brings us to the 8 Best Holding Company Stocks to Invest In Now.
Our Methodology
We used the Finviz screener to identify holding company stocks that are viewed favorably by analysts. We then limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
8. Compass Diversified (NYSE:CODI)
On April 6, 2026, B. Riley analyst Timothy D’Agostino raised the price target on Compass Diversified (NYSE:CODI) to $10.50 from $8 and maintained a Neutral rating, calling the sale of the Sterno subsidiary “positive” while noting the firm is waiting on additional potential divestitures.
On March 29, 2026, Compass Diversified agreed to sell the foodservice business of its majority-owned subsidiary, SternoCandleLamp Holdings, to Archer Foodservice Partners for an enterprise value of $292.5M, subject to working capital and other adjustments. The business generated approximately $30.3M in adjusted EBITDA in 2025, including shared overhead that will remain post-transaction. The company plans to use net proceeds to repay outstanding debt and expects its senior secured net leverage ratio to fall below 1.0x following closing. Compass Diversified also expects to avoid fees tied to excess leverage beyond June 30. After the sale, the company will retain Sterno’s home fragrance segment, which will continue operating as Rimports, a Provo, Utah-based manufacturer and distributor of branded and private-label home fragrance products. The transaction is subject to customary conditions and regulatory approvals and is expected to close in May 2026.
Earlier in March, Raymond James re-initiated coverage of Compass Diversified with a Market Perform rating and no price target following a restatement tied to accounting unreliability at the Lugano subsidiary. The firm said there “remains much work to be done” as the company proceeds with divestitures and works to return to compliance with its credit agreements.
Compass Diversified is an investment holding company focused on investing in industrial and branded consumer businesses across multiple sectors.
7. Otter Tail Corporation (NASDAQ:OTTR)
On April 14, 2026, Otter Tail Corporation (NASDAQ:OTTR) announced a series of executive leadership changes as part of a long-term succession plan approved by its Board of Directors. Tim Rogelstad was named President of Otter Tail Corporation and will oversee the electric and manufacturing platforms while reporting to CEO Chuck MacFarlane. Rogelstad previously served as President of Otter Tail Power Company and as Senior Vice President, Electric Platform. At the same time, Todd Wahlund was appointed Senior Vice President of Otter Tail Corporation and President of Otter Tail Power Company, reporting to Rogelstad, after previously serving as Vice President and CFO. Tyler Nelson was named Vice President and CFO of Otter Tail Corporation, reporting to MacFarlane, after most recently serving as Vice President of Finance and Treasurer and previously as Vice President of Accounting.
On March 26, 2026, Freedom Capital analyst Matvey Tayts initiated coverage of Otter Tail Corporation with a Hold rating and a $90 price target on the shares. Matvey Tayts said the regulated segment is expected to drive long-term growth, while the manufacturing divisions “provide cyclical upside and margin diversification.”
Otter Tail Corporation operates electric utility, manufacturing, and plastic pipe businesses in the United States.
6. Brookfield Corporation (NYSE:BN)
On April 20, 2026, Morgan Stanley analyst Michael Cyprys raised the price target on Brookfield Corporation (NYSE:BN) to $61 from $60 and maintained an Overweight rating ahead of Q1 results. Michael Cyprys said the firm lowered EPS estimates by 9% on average but remains 1% above consensus on a median basis across its alternative asset manager coverage.
Earlier in April, Brookfield Corporation joined Sumitomo Corporation, SMBC Aviation Capital, and Apollo-managed funds in completing the acquisition of Air Lease Corporation, with the business renamed Sumisho Air Lease Corporation. The transaction, first announced in September 2025, values Air Lease at approximately $7.4B, or about $28.2B including debt obligations net of cash. As part of the deal, Air Lease’s orderbook was transferred to SMBC Aviation Capital, increasing its Airbus and Boeing orderbook to around 420 aircraft. SMBC Aviation Capital will service the majority of the combined portfolio, bringing its owned, serviced, and committed fleet to over 1,700 aircraft across more than 170 airline customers. The companies said the transaction strengthens the business with long-term capital support and aviation expertise from its investors.
Last month, Scotiabank analyst Mario Saric lowered the price target on Brookfield Corporation to $48.50 from $52 and maintained an Outperform rating. Mario Saric said concerns around software, AI, and private credit exposure have weighed on alternative asset managers, but noted Brookfield has relatively lower exposure in those areas and added that the recent share selloff “feels overdone.”
Brookfield Corporation is a multi-asset manager investing across real estate, credit, renewable power, infrastructure, venture capital, and private equity.
5. Freedom Holdings Corp. (NASDAQ:FRHC)
On April 15, 2026, Freedom Holding Corp. (NASDAQ:FRHC) announced the acquisition of ChessBase, with plans to strengthen the platform’s position through expanded use of artificial intelligence and integration into the group’s ecosystem. The company expects to invest approximately EUR 5M in the project. Timur Turlov said ChessBase is an “exceptionally strong brand” and aims to “make substantial progress in modernizing the service” while enhancing functionality through AI and connecting it to the SuperApp, noting the platform could reach the group’s more than 11 million clients across over 20 countries. The company said ChessBase will remain headquartered in Hamburg, with its core team retained and no job cuts planned, while additional hiring is expected as the platform develops.
Last month, Freedom Holding Corp. agreed to acquire 99.32% of Turkish Bank A.S. from Ozyol Holding and the National Bank of Kuwait, subject to regulatory approvals in Turkey. The transaction provides entry into a banking market serving around 90 million people and is positioned as part of the group’s ecosystem expansion in the country. The deal covers only Turkish Bank A.S., excluding operations in the United Kingdom and Cyprus, and includes plans to invest in technology upgrades, accelerate digital transformation, and expand offerings for retail and small and medium-sized business customers.
Freedom Holding Corp. provides brokerage, banking, investment, and insurance services through its subsidiaries.
4. Voya Financial, Inc. (NYSE:VOYA)
On April 19, 2026, TD Cowen analyst Andrew Kligerman initiated coverage of Voya Financial, Inc. (NYSE:VOYA) with a Buy rating and a $100 price target. Andrew Kligerman said the stock’s valuation “looks disconnected” from the company’s fundamentals, pointing to earnings growth and “strong” free cash flow-funded buybacks supporting about 14% annual earnings growth. TD Cowen added that stop-loss volatility has weighed on sentiment, calling it a “repricing cycle – not structural impairment.”
On April 14, 2026, Voya Financial announced a collaboration with TELUS Health to integrate Employee Assistance Program services alongside its Group Annual Term Life Insurance offering, providing access to mental and emotional well-being support through digital and human-centered services.
Earlier in April, the company estimated combined alternative investment income for Q1 2026 at approximately $35M to $45M before variable and incentive compensation, with the midpoint implying an annualized return of about 7.5%. This includes income from its general account and investment capital returns within its Investment Management segment.
Voya Financial, Inc. provides workplace benefits, savings solutions, and related technologies across Retirement, Investment Management, and Employee Benefits segments.
3. Liberty Global Ltd. (NASDAQ:LBTYA)
On April 6, 2026, Liberty Global Ltd. (NASDAQ:LBTYA) was reported to have submitted an offer to acquire a London-based franchise that would be part of a new European basketball league being developed by the U.S. National Basketball Association. According to a Sky News report, the company made its bid ahead of a recent deadline and is exploring a potential partnership with MSP Sports Capital or Jahm Najafi, one of MSP’s founders, for the NBA Europe franchise.
Earlier in April, Bloomberg reported that Liberty Global has engaged Goldman Sachs to arrange a sale of a stake in Belgian network company Wyre. Sources said the 50% stake could be valued at around EUR 1B and may draw interest from infrastructure funds and private equity firms.
Last month, Liberty Blume, the company’s tech-enabled back-office solutions provider, appointed Ian Larkin as CEO to lead its next phase of growth. Larkin brings over 25 years of experience across consultancy, financial services, technology, and global operations, and most recently served as CEO of TopSource Worldwide. Liberty Blume, launched at the end of 2024, provides outsourced back-office functions and is part of Liberty Growth, which focuses on investments across technology, media, sports, infrastructure, and services.
Liberty Global Ltd. provides broadband, video, telephony, and mobile communication services to residential and business customers in Europe.
2. TKO Group Holdings, Inc. (NYSE:TKO)
On April 20, 2026, TKO Group Holdings, Inc. (NYSE:TKO) said its UFC division, together with Azerbaijan’s Ministry of Youth and Sports and Baku City Circuit Operations Company, signed a multi-year agreement to host UFC Fight Night events in Baku once a year through 2028. The first event, UFC FIGHT NIGHT BAKU, is scheduled for June 27 at the National Gymnastics Arena.
Earlier in April, TKO Group Holdings announced a multiyear partnership with FRE Nicotine Pouches, making it the Official Nicotine Pouch Partner across UFC, Zuffa Boxing, PBR, UFC BJJ, and IMG-owned World’s Strongest Man and Formula Drift. The agreement includes custom integrations and experiences across six TKO-affiliated properties aimed at adult audiences.
Last month, Citizens analyst Matthew Condon initiated coverage of TKO Group Holdings, Inc. with an Outperform rating and a $240 price target. Matthew Condon said the media and entertainment sector is evolving with changing consumer preferences, noting that advances in AI are expected to accelerate the shift toward streaming and on-demand viewing. The firm also named Sphere Entertainment as its top pick in the group.
TKO Group Holdings, Inc. operates sports and entertainment businesses through its UFC, WWE, and IMG segments.
1. Berkshire Hathaway Inc. (NYSE:BRK-B)
On April 14, 2026, Duracell announced a partnership with soccer player Lionel Messi. Javier Hernandez Reta said the company aims for its batteries to be the “G.O.A.T. of the battery category,” adding that the campaign is meant to highlight that Duracell products are built differently and positioned for high-performance situations. Duracell was acquired by Berkshire Hathaway Inc. (NYSE:BRK-B) in 2016.
On March 22, 2026, Tokio Marine Holdings said it will enter into a strategic partnership with National Indemnity Company, a wholly owned reinsurance subsidiary of Berkshire Hathaway Inc.. As part of the agreement, NICO will initially acquire about a 2.5% stake in Tokio Marine through the disposition of treasury stock, with any additional purchases expected to be made in the open market. NICO has agreed not to exceed a 9.9% ownership stake without board approval. Tokio Marine said the investment reflects confidence from Berkshire Hathaway in its ability to generate long-term value through disciplined management.
Earlier in March, regulatory filings showed that Berkshire Hathaway CEO Greg Abel purchased $15M of company stock across multiple transactions on March 4. The company also disclosed that it began repurchasing shares under its existing buyback program on the same day.
Berkshire Hathaway Inc. is a multinational holding company that owns businesses across sectors like insurance, transportation, energy, manufacturing, and retail.
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