Diversified Investment Strategies, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Introduction:

In the world of investment, it's crucial to stay updated on the changes in the holdings of various funds. Today, we'll be analyzing the Q3 2023 and Q4 2023 13F holdings of Diversified Investment Strategies, LLC. By understanding these changes, investors can gain valuable insights into the investment strategies and decisions of the fund. Let's dive in and explore the shifts in holdings, their implications, and potential opportunities for investors.

Changes in Holdings:

1. Exxon Mobil Corp (XOM):

- Q3 2023 (SHARES): 232,132

- Q4 2023 (SHARES): 221,874

- Q3 2023 VALUE ($000): 27,294

- Q4 2023 VALUE ($000): 22,182

- Chg %: -18.7

Exxon Mobil Corp experienced a decrease in holdings, with a reduction of 18.7% in shares. This decline could be attributed to various factors, such as market conditions, company performance, or strategic portfolio adjustments. Investors should closely monitor any further developments to identify potential investment opportunities or risks.

2. St Joe Co (JOE):

- Q3 2023 (SHARES): 302,231

- Q4 2023 (SHARES): 292,436

- Q3 2023 VALUE ($000): 16,420

- Q4 2023 VALUE ($000): 17,598

- Chg %: 7.2

The holdings of St Joe Co witnessed a slight decrease in shares by 7.2%. However, the increase in value from $16,420,000 to $17,598,000 indicates potential optimism surrounding the company's performance and future prospects. Investors may want to delve deeper into St Joe Co's operations to assess if it aligns with their investment objectives.

3. GoDaddy Inc (GDDY):

- Q3 2023 (SHARES): 104,695

- Q4 2023 (SHARES): 102,145

- Q3 2023 VALUE ($000): 7,797

- Q4 2023 VALUE ($000): 10,843

- Chg %: 39.1

GoDaddy Inc experienced a small reduction in shares; however, there was a notable increase in value by 39.1%. This suggests that the fund sees potential in GoDaddy Inc's growth and profitability. Investors should consider analyzing the company's market position, competitive advantage, and long-term prospects before making investment decisions.

4. Cal-Maine Foods Inc (CALM):

- Q3 2023 (SHARES): 146,755

- Q4 2023 (SHARES): 140,395

- Q3 2023 VALUE ($000): 7,105

- Q4 2023 VALUE ($000): 8,057

- Chg %: 13.4

Cal-Maine Foods Inc saw a decrease in shares by 4.3%, but the value of holdings increased by 13.4%. This indicates that the fund recognizes growth potential in the company, possibly due to increasing demand for their products or strategic business developments. Investors should conduct thorough research to evaluate Cal-Maine Foods Inc's competitive position and future growth prospects.

5. Dick's Sporting Goods Inc (DKS):

- Q3 2023 (SHARES): 83,485

- Q4 2023 (SHARES): 49,415

- Q3 2023 VALUE ($000): 9,064

- Q4 2023 VALUE ($000): 7,261

- Chg %: -19.9

The holdings of Dick's Sporting Goods Inc experienced a significant decrease in shares by 40.9% and a decline in value by 19.9%. This might indicate a change in the fund's perspective on the company's performance or strategic focus. Investors should closely monitor any further developments related to Dick's Sporting Goods Inc before considering investment decisions.

Implications and Opportunities:

Analyzing the changes in holdings between Q3 2023 and Q4 2023 provides insights into the investment strategies and moves of Diversified Investment Strategies, LLC. While some holdings witnessed a decrease in shares, others experienced increases in value, indicating potential opportunities in specific companies.

Investors can utilize this information as a starting point for conducting further research on the companies mentioned. By examining each company's financial performance, industry trends, and competitive landscape, investors can make informed decisions based on their investment goals and risk tolerance.

Conclusion:

Staying informed about the changes in holdings of investment funds is crucial for investors seeking to make wise investment decisions. Our analysis of Diversified Investment Strategies, LLC's Q3 2023 vs. Q4 2023 13F holdings comparison has provided insights into the fund's shifting investment strategies. While some changes indicate potential opportunities, others may warrant caution.

It's important to note that investment decisions should always be based on thorough research, careful analysis, and consideration of one's individual investment objectives. By leveraging the information presented here, investors can gather valuable insights and make informed investment decisions.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial or investment advice. Always conduct your own research and consult with a qualified financial advisor before making any investment decisions.