Diversified Investment Strategies, LLC Long-Term Concentrated

Location: Baton Rouge, LA

CIK: 0001427196 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 9, 2026

Total Value: $153M (100.0% shares, 0.0% debt)

Holdings (50)

XOM EXXON MOBIL CORP 17.0%
Value $25.91M Shares 215,318 Est. Cost $53.24 Unrealized +116.9%
JOE ST JOE CO 10.7%
Value $16.26M Shares 273,950 Est. Cost $19.41 Unrealized +188.6%
WBD WARNER BROS DISCOVERY INC 7.4%
Value $11.36M Shares 394,185 Est. Cost $12.97 Unrealized +80.2%
GDDY GODADDY INC 6.7%
Value $10.29M Shares 82,950 Est. Cost $80.44 Unrealized +60.9%
DKS DICKS SPORTING GOODS INC 5.2%
Value $7.991M Shares 40,365 Est. Cost $29.69 Unrealized +631.2%
WMT WALMART INC 4.5%
Value $6.902M Shares 61,955 Est. Cost $43.93 Unrealized +144.0%
FAST FASTENAL CO 4.1%
Value $6.209M Shares 154,730 Est. Cost $25.22 Unrealized +66.6%
CALM CAL MAINE FOODS INC 3.9%
Value $5.899M Shares 74,130 Est. Cost $29.62 Unrealized +192.4%
NTR NUTRIEN LTD 3.9%
Value $5.878M Shares 95,242 Est. Cost $37.49 Unrealized +57.0%
DIS DISNEY WALT CO 3.2%
Value $4.932M Shares 43,351 Est. Cost $102.52 Unrealized +6.8%
PYPL PAYPAL HLDGS INC 2.9%
Value $4.406M Shares 75,463 Est. Cost $78.62 Unrealized -17.5%
MSFT MICROSOFT CORP 2.7%
Value $4.072M Shares 8,420 Est. Cost $26.70 Unrealized +1774.6%
MLR MILLER INDS INC TENN 2.6%
Value $3.96M Shares 105,970 Est. Cost $28.45 Unrealized +36.3%
UHAL/B U HAUL HOLDING COMPANY 2.6%
Value $3.895M Shares 83,329 Est. Cost $57.67 Unrealized -15.6%
DLB DOLBY LABORATORIES INC 2.4%
Value $3.728M Shares 58,045 Est. Cost $42.19 Unrealized +57.7%
EXPD EXPEDITORS INTL WASH INC 1.7%
Value $2.54M Shares 17,045 Est. Cost $48.22 Unrealized +181.3%
GRMN GARMIN LTD 1.6%
Value $2.428M Shares 11,969 Est. Cost $33.42 Unrealized +548.4%
SCHW SCHWAB CHARLES CORP 1.5%
Value $2.262M Shares 22,637 Est. Cost $48.83 Unrealized +94.0%
ODC OIL DRI CORP AMER 1.1%
Value $1.677M Shares 34,265 Est. Cost $30.44 Unrealized +82.1%
GAMB GAMBLING.COM GROUP LTD 1.1%
Value $1.638M Shares 300,000 Est. Cost $13.15 Unrealized -51.6%
SCHF SCHWAB STRATEGIC TR 1.1%
Value $1.607M Shares 66,845 Est. Cost $24.41 Unrealized
JOUT JOHNSON OUTDOORS INC 1.0%
Value $1.523M Shares 35,889 Est. Cost $67.64 Unrealized -38.8%
SPY SPDR S&P 500 ETF TR 0.9%
Value $1.446M Shares 2,120 Est. Cost $333.12 Unrealized
QQQ INVESCO QQQ TR 0.9%
Value $1.319M Shares 2,147 Est. Cost $321.15 Unrealized
MAMA MAMA MANCINIS HOLDINGS INC 0.8%
Value $1.268M Shares 94,000 Est. Cost $1.91 Unrealized +500.5%
ULTA ULTA BEAUTY INC 0.7%
Value $1.05M Shares 1,735 Est. Cost $421.60 Unrealized +30.4%
AOUT AMERICAN OUTDOOR BRANDS INC 0.6%
Value $928K Shares 120,000 Est. Cost $8.87 Unrealized -16.4%
PUBM PUBMATIC INC 0.6%
Value $887K Shares 100,000 Est. Cost $10.25 Unrealized -15.0%
IWN ISHARES TR 0.6%
Value $842K Shares 4,646 Est. Cost $142.26 Unrealized
DOUG DOUGLAS ELLIMAN INC 0.5%
Value $760K Shares 320,608 Est. Cost $3.04 Unrealized -15.3%
SLYV SPDR SERIES TRUST 0.5%
Value $740K Shares 8,137 Est. Cost $74.86 Unrealized
COF CAPITAL ONE FINL CORP 0.5%
Value $704K Shares 2,905 Est. Cost $80.88 Unrealized +174.7%
SLYG SPDR SERIES TRUST 0.4%
Value $625K Shares 6,637 Est. Cost $72.07 Unrealized
GNRC GENERAC HLDGS INC 0.4%
Value $595K Shares 4,361 Est. Cost $129.32 Unrealized +24.8%
GLXZ GALAXY GAMING INC 0.3%
Value $486K Shares 170,000 Est. Cost $2.79 Unrealized -1.5%
LAKE LAKELAND INDUSTRIES INC 0.3%
Value $464K Shares 52,500 Est. Cost $18.45 Unrealized -23.9%
SCHV SCHWAB STRATEGIC TR 0.3%
Value $423K Shares 14,284 Est. Cost $39.24 Unrealized
AAPL APPLE INC 0.3%
Value $423K Shares 1,555 Est. Cost $94.40 Unrealized +184.3%
VTI VANGUARD INDEX FDS 0.3%
Value $409K Shares 1,220 Est. Cost $170.49 Unrealized
SAM BOSTON BEER INC 0.3%
Value $407K Shares 2,085 Est. Cost $309.04 Unrealized -33.3%
INTU INTUIT 0.3%
Value $407K Shares 614 Est. Cost $159.49 Unrealized +314.2%
UHAL U HAUL HOLDING COMPANY 0.3%
Value $405K Shares 8,036 Est. Cost $55.30 Unrealized -3.8%
NVR NVR INC 0.3%
Value $394K Shares 54 Est. Cost $4157.18 Unrealized +79.8%
SCHG SCHWAB STRATEGIC TR 0.2%
Value $360K Shares 11,036 Est. Cost $37.89 Unrealized
TRUECAR INC 0.2%
Value $339K Shares 150,000 Est. Cost $2.26 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.2%
Value $332K Shares 14,195 Est. Cost $36.03 Unrealized
SCHX SCHWAB STRATEGIC TR 0.2%
Value $331K Shares 12,317 Est. Cost $32.19 Unrealized
CHWY CHEWY INC 0.2%
Value $294K Shares 8,900 Est. Cost $22.38 Unrealized +55.1%
WY WEYERHAEUSER CO MTN BE 0.2%
Value $271K Shares 11,460 Est. Cost $25.19 Unrealized -8.7%
THO THOR INDS INC 0.2%
Value $262K Shares 2,550 Est. Cost $77.74 Unrealized +32.9%