DIVERSIFIED INVESTMENT STRATEGIES, LLC

PrivateCIK: 1427196
Location

BATON ROUGE, LA

52
Positions
$154.58M
Total AUM (reported)
3.31M
Total Shares

Allocation by class

TOTAL AUM$154.58M52 positions
COM$112.82M73.0%
COM NEW$11.78M7.6%
CL A$8.68M5.6%
COM SER N$4.81M3.1%
COM CL A$3.09M2.0%
SHS$2.83M1.8%
INTL EQTY ETF$1.84M1.2%

Portfolio Concentration

Top 334.3%4–1028.0%11–2527.0%Rest10.7%TOP 1062.3%0%100%
Top 3$52.95M34.3%
4–10$43.34M28.0%
11–25$41.76M27.0%
Rest$16.52M10.7%

Top 3 weight

34.3%

Top 10 weight

62.3%

Voting Authority Distribution

Total shares with voting rights: 3.31M

Sole

Full voting authority

1.16M

shares

% of voting shares35.1%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.15M

shares

% of voting shares64.9%

Investment Discretion (by position count)

Sole52
Shared0
Other0
Dominant voting typeNone · 64.9% of voting shares
Institutional Holdings52
Rows:

EXXON MOBIL CORP

SOLE
COM
Shares199.44K
TypeSH
Market value$27.27M
17.64%
Sole
0.00
Shared
0.00
None
199.44K

ST JOE CO

SOLE
COM
Shares268.18K
TypeSH
Market value$16.29M
10.54%
Sole
8K
Shared
0.00
None
260.18K

DICKS SPORTING GOODS INC

SOLE
COM
Shares41.39K
TypeSH
Market value$9.39M
6.07%
Sole
0.00
Shared
0.00
None
41.39K

FASTENAL CO

SOLE
COM
Shares154.03K
TypeSH
Market value$7.40M
4.79%
Sole
0.00
Shared
0.00
None
154.03K

WALMART INC

SOLE
COM
Shares62.21K
TypeSH
Market value$7.05M
4.56%
Sole
0.00
Shared
0.00
None
62.21K

GODADDY INC

SOLE
CL A
Shares77.93K
TypeSH
Market value$6.61M
4.28%
Sole
5.70K
Shared
0.00
None
72.23K

CAL MAINE FOODS INC

SOLE
COM NEW
Shares74.63K
TypeSH
Market value$6.01M
3.89%
Sole
0.00
Shared
0.00
None
74.63K

NUTRIEN LTD

SOLE
COM
Shares95.24K
TypeSH
Market value$6.00M
3.88%
Sole
0.00
Shared
0.00
None
95.24K

MILLER INDS INC TENN

SOLE
COM NEW
Shares106.87K
TypeSH
Market value$5.47M
3.54%
Sole
0.00
Shared
0.00
None
106.87K

U HAUL HOLDING COMPANY

SOLE
COM SER N
Shares83.33K
TypeSH
Market value$4.81M
3.11%
Sole
0.00
Shared
0.00
None
83.33K

BUILDERS FIRSTSOURCE INC

SOLE
COM
Shares48.03K
TypeSH
Market value$4.30M
2.78%
Sole
0.00
Shared
0.00
None
48.03K

DISNEY WALT CO

SOLE
COM
Shares43.28K
TypeSH
Market value$4.17M
2.70%
Sole
0.00
Shared
0.00
None
43.28K

DOUBLEVERIFY HLDGS INC

SOLE
COM
Shares341.68K
TypeSH
Market value$3.70M
2.40%
Sole
0.00
Shared
0.00
None
341.68K

OIL DRI CORP AMER

SOLE
COM
Shares33.79K
TypeSH
Market value$3.45M
2.23%
Sole
0.00
Shared
0.00
None
33.79K

PAYPAL HLDGS INC

SOLE
COM
Shares79.28K
TypeSH
Market value$3.42M
2.21%
Sole
0.00
Shared
0.00
None
79.28K

MICROSOFT CORP

SOLE
COM
Shares8.66K
TypeSH
Market value$3.23M
2.09%
Sole
0.00
Shared
0.00
None
8.66K

DOLBY LABORATORIES INC

SOLE
COM CL A
Shares58.72K
TypeSH
Market value$3.09M
2.00%
Sole
0.00
Shared
0.00
None
58.72K

GARMIN LTD

SOLE
SHS
Shares11.89K
TypeSH
Market value$2.83M
1.83%
Sole
0.00
Shared
0.00
None
11.89K

EXPEDITORS INTL WASH INC

SOLE
COM
Shares17.27K
TypeSH
Market value$2.81M
1.82%
Sole
0.00
Shared
0.00
None
17.27K

SCHWAB CHARLES CORP

SOLE
COM
Shares22.64K
TypeSH
Market value$2.09M
1.35%
Sole
0.00
Shared
0.00
None
22.64K

SCHWAB STRATEGIC TR

SOLE
INTL EQTY ETF
Shares66.49K
TypeSH
Market value$1.84M
1.19%
Sole
0.00
Shared
0.00
None
66.49K

PUBMATIC INC

SOLE
COM
Shares140K
TypeSH
Market value$1.84M
1.19%
Sole
140K
Shared
0.00
None
0.00

JOHNSON OUTDOORS INC

SOLE
CL A
Shares36.90K
TypeSH
Market value$1.70M
1.10%
Sole
0.00
Shared
0.00
None
36.90K

MAMA MANCINIS HOLDINGS INC

SOLE
COM
Shares94K
TypeSH
Market value$1.68M
1.09%
Sole
94K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares2.19K
TypeSH
Market value$1.62M
1.05%
Sole
0.00
Shared
0.00
None
2.19K
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