Diversified Investment Strategies, LLC — 13F holdings

Diversified Investment Strategies, LLC reported 52 holdings worth $155M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

1. XOM Exxon Mobil Corp — $27.3M (17.6%)
2. JOE ST JOE CO — $16.3M (10.5%)
3. DKS DICKS SPORTING GOODS INC — $9.39M (6.1%)
4. FAST FASTENAL CO — $7.40M (4.8%)
5. WMT WALMART INC — $7.05M (4.6%)
6. GDDY GODADDY INC — $6.61M (4.3%)
7. CALM CAL MAINE FOODS INC — $6.01M (3.9%)
8. NTR NUTRIEN LTD — $6.00M (3.9%)
9. MLR MILLER INDS INC TENN — $5.47M (3.5%)
10. UHAL.B U HAUL HOLDING COMPANY — $4.81M (3.1%)