Diversified Investment Strategies, LLC
•CIK: 1427196•Filing: Q4 2025
**Diversified Investment Strategies, LLC** manages $153M across a portfolio of 50 distinct positions. The firm exhibits significant concentration in energy and media, highlighted by its top holding in XOM at $25.9M. Further notable allocations include JOE ($16.3M), WBD ($11.4M), and GDDY ($10.3M). This structure suggests a tactical, sector-weighted approach targeting established industrial and entertainment value plays.
Total AUM
$152.5M
QoQ Performance
+0.0%
Positions
44
Top 10 Concentration
66.6%
Latest Filing
Q4 2025
Top Holdings Allocation
XOM
JOE
WBD
GDDY
DKS
XOM17.0%
JOE10.7%
WBD7.4%
GDDY6.7%
DKS5.2%
WMT4.5%
FAST4.1%
CALM3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.2%
Energy17.0%
Consumer4.5%
Communication3.2%
Technology3.2%
Financial1.9%
ETF0.9%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑8 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022