Diversified Investment Strategies, LLC Long-Term Concentrated

Location: Baton Rouge, LA

CIK: 0001427196 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 7, 2014

Total Value: $125M (100.0% shares, 0.0% debt)

Holdings (67)

EXXON MOBIL CORP 24.8%
Value $30.95M Shares 305,877 Est. Cost $90.35 Unrealized
MSFT MICROSOFT CORP 4.8%
Value $5.99M Shares 160,130 Est. Cost $26.70 Unrealized +12.4%
CARBO CERAMICS INC 4.6%
Value $5.789M Shares 49,674 Est. Cost $67.42 Unrealized
BARCLAYS BANK PLC 3.7%
Value $4.606M Shares 212,250 Est. Cost $21.70 Unrealized
BARCLAYS BANK PLC 3.3%
Value $4.092M Shares 73,750 Est. Cost $55.48 Unrealized
ING ING GROEP N V 3.2%
Value $4.049M Shares 289,000 Est. Cost $9.09 Unrealized
EXC EXELON CORP 3.2%
Value $4.011M Shares 146,446 Est. Cost $15.37 Unrealized -15.2%
WEIGHT WATCHERS INTL INC 2.9%
Value $3.576M Shares 108,600 Est. Cost $37.37 Unrealized
ANNALY CAP MGMT INC 2.5%
Value $3.098M Shares 310,750 Est. Cost $9.97 Unrealized
PENGROWTH ENERGY CORP 2.4%
Value $2.961M Shares 477,600 Est. Cost $4.93 Unrealized
WU WESTERN UN CO 2.3%
Value $2.855M Shares 165,480 Est. Cost $17.11 Unrealized
GDOT GREEN DOT CORP 2.2%
Value $2.759M Shares 109,715 Est. Cost $17.58 Unrealized +32.5%
APOLLO GROUP INC 2.1%
Value $2.622M Shares 95,970 Est. Cost $17.87 Unrealized
SYY SYSCO CORP 1.8%
Value $2.252M Shares 62,380 Est. Cost $24.40 Unrealized -0.1%
DEMAND MEDIA INC 1.8%
Value $2.248M Shares 389,650 Est. Cost $6.08 Unrealized
HEWLETT PACKARD CO 1.8%
Value $2.187M Shares 78,155 Est. Cost $24.80 Unrealized
BB BLACKBERRY LTD 1.6%
Value $2.058M Shares 276,600 Est. Cost $9.71 Unrealized -27.3%
BAC BANK OF AMERICA CORPORATION 1.4%
Value $1.763M Shares 113,250 Est. Cost $10.03 Unrealized +16.5%
AEROPOSTALE 1.4%
Value $1.722M Shares 189,425 Est. Cost $13.61 Unrealized
GRMN GARMIN LTD 1.4%
Value $1.705M Shares 36,911 Est. Cost $23.52 Unrealized +39.7%
RES RPC INC 1.3%
Value $1.678M Shares 94,025 Est. Cost $11.27 Unrealized +29.7%
BODY CENT CORP 1.3%
Value $1.667M Shares 423,025 Est. Cost $4.40 Unrealized
KO COCA COLA CO 1.3%
Value $1.64M Shares 39,690 Est. Cost $27.85 Unrealized -3.3%
GENERAL ELECTRIC CO 1.3%
Value $1.632M Shares 58,212 Est. Cost $23.19 Unrealized
WMT WAL MART STORES INC 1.0%
Value $1.294M Shares 16,450 Est. Cost $19.98 Unrealized +1.8%
BLACKROCK CR ALLCTN INC TR 1.0%
Value $1.235M Shares 94,588 Est. Cost $12.98 Unrealized
ASYS AMTECH SYS INC 1.0%
Value $1.202M Shares 172,765 Est. Cost $4.48 Unrealized +73.6%
WFC WELLS FARGO & CO NEW 0.9%
Value $1.159M Shares 25,524 Est. Cost $27.36 Unrealized +12.4%
AMERN STRATEGIC INCOME PTFL 0.9%
Value $1.143M Shares 148,225 Est. Cost $8.21 Unrealized
DSX DIANA SHIPPING INC 0.9%
Value $1.12M Shares 84,300 Est. Cost $5.75 Unrealized +21.8%
NUVEEN QUALITY PFD INCOME FD 0.9%
Value $1.112M Shares 144,600 Est. Cost $7.56 Unrealized
VSEC VSE CORP 0.9%
Value $1.096M Shares 22,825 Est. Cost $14.60 Unrealized +47.3%
FAST FASTENAL CO 0.9%
Value $1.073M Shares 22,580 Est. Cost $8.84 Unrealized -1.0%
SEIC SEI INVESTMENTS CO 0.8%
Value $1.058M Shares 30,475 Est. Cost $24.76 Unrealized +15.4%
PENN WEST PETE LTD NEW 0.8%
Value $970K Shares 115,976 Est. Cost $10.60 Unrealized
QCOM QUALCOMM INC 0.7%
Value $936K Shares 12,610 Est. Cost $45.06 Unrealized +11.8%
DECK DECKERS OUTDOOR CORP 0.7%
Value $919K Shares 10,875 Est. Cost $9.07 Unrealized +35.9%
EXPD EXPEDITORS INTL WASH INC 0.7%
Value $906K Shares 20,475 Est. Cost $31.69 Unrealized +17.5%
SYNACOR INC 0.7%
Value $828K Shares 338,000 Est. Cost $2.53 Unrealized
LINEAR TECHNOLOGY CORP 0.5%
Value $668K Shares 14,675 Est. Cost $36.83 Unrealized
GS GOLDMAN SACHS GROUP INC 0.5%
Value $643K Shares 3,625 Est. Cost $120.06 Unrealized +8.8%
SPY SPDR TR 0.5%
Value $611K Shares 3,308 Est. Cost $160.48 Unrealized
ORCL ORACLE CORP 0.5%
Value $608K Shares 15,890 Est. Cost $27.58 Unrealized +4.4%
EXPRESS INC 0.5%
Value $585K Shares 31,325 Est. Cost $20.97 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.5%
Value $583K Shares 58,975 Est. Cost $5.80 Unrealized +11.3%
VALE VALE S A 0.4%
Value $557K Shares 36,500 Est. Cost $13.15 Unrealized
DLB DOLBY LABORATORIES INC 0.4%
Value $540K Shares 14,000 Est. Cost $28.91 Unrealized +7.3%
RIG TRANSOCEAN LTD 0.4%
Value $531K Shares 10,752 Est. Cost $50.97 Unrealized -4.0%
GENC GENCOR INDS INC 0.4%
Value $515K Shares 54,000 Est. Cost $4.71 Unrealized +29.2%
MAXIM INTEGRATED PRODS INC 0.4%
Value $496K Shares 17,795 Est. Cost $27.76 Unrealized
C&J ENERGY SVCS INC 0.4%
Value $487K Shares 21,075 Est. Cost $19.36 Unrealized
JOE ST JOE CO 0.4%
Value $485K Shares 25,275 Est. Cost $20.21 Unrealized -8.1%
IVW ISHARES TR 0.4%
Value $484K Shares 4,900 Est. Cost $84.01 Unrealized
PETS PETMED EXPRESS INC 0.3%
Value $363K Shares 21,850 Est. Cost $13.04 Unrealized +19.8%
MMM 3M CO 0.3%
Value $327K Shares 2,335 Est. Cost $61.26 Unrealized +18.6%
GUESS INC 0.3%
Value $318K Shares 10,250 Est. Cost $31.03 Unrealized
GLOBAL SOURCES LTD 0.2%
Value $292K Shares 35,975 Est. Cost $6.71 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value $278K Shares 3,030 Est. Cost $59.66 Unrealized +10.2%
PACTERA TECHNOLOGY INTL LTD 0.2%
Value $229K Shares 32,000 Est. Cost $7.16 Unrealized
TOWER GROUP INC 0.2%
Value $226K Shares 66,857 Est. Cost $14.66 Unrealized
COF CAPITAL ONE FINL CORP 0.2%
Value $220K Shares 2,875 Est. Cost $57.34 Unrealized 0.0%
BRAVO BRIO RESTAURANT GROUP 0.2%
Value $212K Shares 13,000 Est. Cost $16.31 Unrealized
MEDTRONIC INC 0.2%
Value $201K Shares 3,495 Est. Cost $51.46 Unrealized
PEERLESS SYS CORP 0.1%
Value $175K Shares 48,100 Est. Cost $3.58 Unrealized
MSN EMERSON RADIO CORP 0.1%
Value $108K Shares 56,875 Est. Cost $1.62 Unrealized +17.9%
CAREER EDUCATION CORP 0.1%
Value $105K Shares 18,500 Est. Cost $2.91 Unrealized
ENGLOBAL CORP 0.0%
Value $17,000 Shares 12,100 Est. Cost $0.91 Unrealized