Diversified Investment Strategies, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

Investors and fund managers are always on the lookout for the latest changes in hedge fund holdings. The 13F report is the ultimate guide for revealing such changes. One of the well-known investment firms, Diversified Investment Strategies, LLC, recently filed their Q4 2022 and Q1 2023 13F holdings. In this article, we'll examine the significant changes in their holdings and discuss what it could mean for the overall market.

Firstly, let's talk about the top stock holdings that maintained the same position in Q4 2022 and Q1 2023. The fund continued to hold 263,068 shares of Exxon Mobil Corp (XOM) and 29,6671 of St. Joe Co (JOE). Exxon remained the top stock holding of Diversified Investment Strategies, LLC in Q4 2022 and Q1 2023 with a value of $29,016 and $28,234, respectively. The other top holdings in the fund included Dick's Sporting Goods Inc (DKS), Cal Maine Foods Inc (CALM), and GoDaddy Inc (GDDY).

Despite the stable position of the top holdings, some stocks saw significant shifts. Warner Bros Discovery Inc (WBD) saw a massive change in the number of shares held. In Q4 2022, the fund held 473,558 shares of WBD, which increased to 479,943 in Q1 2023, representing a 61.4% increase. Similarly, Coinbase Global Inc (COIN) saw a 90.9% increase in the value of shares held, from $773 in Q4 2022 to $1,476 in Q1 2023.

On the flip side, some holdings dropped in value and share numbers. The fund reduced its holding in Schwab Charles Corp (SCHW) by 21.1%, with a change from $1,626 in Q4 2022 to $1,283 in Q1 2023. Other holdings that saw a decrease in value and shares held include U-Haul Holding Company (-5.4%), Douglas Elliman Inc Tenn (-15.8%), and Home Depot Inc (-6.6%).

Apart from the stock holdings increase and decrease, Diversified Investment Strategies, LLC also made some new acquisitions. Duos Technology Group Inc (DUOT) was the latest addition to their portfolio with 40,000 shares held, and Mama Mancinis Holdings Inc (MMMB) saw a massive spike in the value of shares held, from $125 in Q4 2022 to $171 in Q1 2023.

In conclusion, Diversified Investment Strategies, LLC's recent 13F filings reveal significant changes to its portfolio. While some top holdings remained stable, the fund made some new acquisitions and shifted shares in others. These changes signify the fund's confidence in certain stocks and their belief in their future growth prospects. As always, investors should use this information as a guide and conduct further research before making any investment decisions.