ADVANCED ENERGY INDS COM 007973100 463050 4725 SH SOLE 4725 0 0 AERCAP HOLDINGS NV SHS N00985106 4931540 87703 SH OTR 1 87703 0 0 AGNICO EAGLE MINES LTD COM 008474108 484215 9500 SH OTR 1 9500 0 0 ALAMOS GOLD INCORPORATED COM CL A 011532108 489200 40000 SH OTR 1 40000 0 0 ALLISON TRANSMISSION HLDGS INC COM 01973R101 2771538 61263 SH OTR 1 61263 0 0 ALPHA TAU MEDICAL LTD *w EXP 03/07/2028 M0740A116 14000 50000 SH OTR 1 50000 0 0 AMERCO COM 023586100 310180 5200 SH OTR 1 5200 0 0 AMERICAN EAGLE OUTFITTERS NE COM 02553E106 1754928 130575 SH OTR 1 130575 0 0 AMERICAN EAGLE OUTFITTERS NE COM 02553E106 5914 440 SH SOLE 440 0 0 AMREP CORP NEW COM 032159105 6818600 487391 SH OTR 1 487391 0 0 AMREP CORP NEW COM 032159105 305550 21841 SH SOLE 21841 0 0 BLUEGREEN VACATIONS HLDG CORP CL A 096308101 2330695 85124 SH OTR 1 85124 0 0 BLUEGREEN VACATIONS HLDG CORP CL A 096308101 100375 3666 SH SOLE 3666 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 109626521 1234811 SH OTR 1 1234811 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 11613401 130811 SH SOLE 130811 0 0 CACI INTL INC CL A 127190304 1007352 3400 SH OTR 1 3400 0 0 CANADIAN NAT RES LTD COM 136385101 7686012 138862 SH OTR 1 138862 0 0 CANADIAN NAT RES LTD COM 136385101 1409156 25459 SH SOLE 25459 0 0 CANADIAN SOLAR INC COM 136635109 3215892 80781 SH OTR 1 80781 0 0 CAVCO INDS INC DEL COM 149568107 14316093 45056 SH OTR 1 45056 0 0 CAVCO INDS INC DEL COM 149568107 2089776 6577 SH SOLE 6577 0 0 CENTRAL SECS CORP COM 155123102 402718 11578 SH OTR 1 11578 0 0 CGI INC CL A SUB VTG 12532H104 1058970 11000 SH OTR 1 11000 0 0 CHEMOURS CO COM 163851108 3600105 120244 SH OTR 1 120244 0 0 DANA HOLDING CORP COM 235825205 6444681 428218 SH OTR 1 428218 0 0 DANA HOLDING CORP COM 235825205 52675 3500 SH SOLE 3500 0 0 DORCHESTER MINERALS COM 25820R105 151450 5000 SH OTR 1 5000 0 0 DORCHESTER MINERALS COM 25820R105 76482 2525 SH SOLE 2525 0 0 FIVE POINT HOLDINGS LLC COM 33833Q106 132271 56047 SH OTR 1 56047 0 0 FIVE POINT HOLDINGS LLC COM 33833Q106 4720 2000 SH SOLE 2000 0 0 FRANCO NEV CORP COM 351858105 801900 5500 SH OTR 1 5500 0 0 FRP HLDGS INCORPORATED COM 30292L107 1569300 27113 SH OTR 1 27113 0 0 GRAFTECH INTERNATIONAL COM 384313508 3785323 778873 SH OTR 1 778873 0 0 GRAFTECH INTERNATIONAL COM 384313508 972 200 SH SOLE 200 0 0 IAC Interactive Corp COM NEW 44891N208 206400 4000 SH OTR 1 4000 0 0 INSTEEL INDUSTRIES INC COM 45774W108 7042522 253146 SH OTR 1 253146 0 0 JEFFERIES FINL GROUP INC COM 47233W109 12462362 392639 SH OTR 1 392639 0 0 JEFFERIES FINL GROUP INC COM 47233W109 1254936 39538 SH SOLE 39538 0 0 LEGACY HOUSING CORP COM 52472M101 4274556 187810 SH OTR 1 187810 0 0 LINCOLN ELEC HLDGS INC COM 533900106 8647774 51140 SH OTR 1 51140 0 0 LINCOLN ELEC HLDGS INC COM 533900106 29593 175 SH SOLE 175 0 0 LOUISIANA PAC CORP COM 546347105 3943940 72753 SH OTR 1 72753 0 0 LSB INDS INC COM 502160104 24571806 2378684 SH OTR 1 2378684 0 0 LSB INDS INC COM 502160104 420266 40684 SH SOLE 40684 0 0 MERCK & CO INC NEW COM 58933Y105 319170 3000 SH OTR 1 3000 0 0 METHODE ELECTRONICS INC COM 591520200 4728202 107753 SH OTR 1 107753 0 0 MORGAN STANLEY COM NEW 617446448 614600 7000 SH OTR 1 7000 0 0 MORGAN STANLEY COM NEW 617446448 18877 215 SH SOLE 215 0 0 NEWMONT CORP COM 651639106 245100 5000 SH OTR 1 5000 0 0 NOBLE CORP NEW SHS G6610J209 14682919 372002 SH OTR 1 372002 0 0 OLIN CORP NEW COM PAR $1 680665205 6511038 117316 SH OTR 1 117316 0 0 OLIN CORP NEW COM PAR $1 680665205 19703 355 SH SOLE 355 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 521500 50000 SH OTR 1 50000 0 0 PHX MINERALS INC CL A 69291A100 33368 12736 SH OTR 1 12736 0 0 PHX MINERALS INC CL A 69291A100 109665 41857 SH SOLE 41857 0 0 PREFORMED LINE PRODS CO COM 740444104 1280400 10000 SH OTR 1 10000 0 0 PROSHARES TRUST SHORT QQQ NEW 74347B714 304500 25000 SH OTR 1 25000 0 0 RADNET INC COM 750491102 7445324 297456 SH OTR 1 297456 0 0 RADNET INC COM 750491102 67581 2700 SH SOLE 2700 0 0 SEA LTD SPONSORED ADS 81141R100 2163750 25000 SH OTR 1 25000 0 0 SEACOR MARINE HOLDINGS INC COM 78413P101 5010150 658364 SH OTR 1 658364 0 0 SEACOR MARINE HOLDINGS INC COM 78413P101 4163 547 SH SOLE 547 0 0 SENECA FOODS CORP COM 817070501 1216218 23268 SH OTR 1 23268 0 0 SENECA FOODS CORP COM 817070501 5750 110 SH SOLE 110 0 0 SKYLINE CORP COM 830830105 21688583 288297 SH OTR 1 288297 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 3874980 29000 SH OTR 1 29000 0 0 TECHNIPFMC PLC COM G87110105 7788499 570586 SH OTR 1 570586 0 0 TECHNIPFMC PLC COM G87110105 19451 1425 SH SOLE 1425 0 0 TECK RESOURCES INC CL B 878742204 3650000 100000 SH OTR 1 100000 0 0 TIDEWATER INC COM 88642R109 157549325 3574168 SH OTR 1 3574168 0 0 TIDEWATER INC COM 88642R109 6774787 153693 SH SOLE 153693 0 0 TIDEWATER INC *W EXP 07/31/202 88642R117 95981 82035 SH OTR 1 82035 0 0 TIDEWATER INC *W EXP 07/31/202 88642R117 1328 1135 SH SOLE 1135 0 0 TIDEWATER INC *W EXP 07/31/202 88642R125 150617 240948 SH OTR 1 240948 0 0 TIDEWATER INC *W EXP 07/31/202 88642R125 767 1227 SH SOLE 1227 0 0 TRAVEL PLUS LEISURE CO COM 894164102 2592257 66129 SH OTR 1 66129 0 0 U HAUL HOLDING COM 023586506 1285880 24800 SH OTR 1 24800 0 0 U M H PROPERTIES INC COM 903002103 4474936 302565 SH OTR 1 302565 0 0 U M H PROPERTIES INC COM 903002103 119799 8100 SH SOLE 8100 0 0 VALARIS LIMITED CL A G9460G101 3268875 50244 SH OTR 1 50244 0 0 VOYA FINANCIAL INC COM 929089100 285840 4000 SH OTR 1 4000 0 0 WEST FRASER TIMBER CO LTD COM 952845105 23854500 334847 SH OTR 1 334847 0 0 WEST FRASER TIMBER CO LTD COM 952845105 437057 6135 SH SOLE 6135 0 0 WESTERN DIGITAL CORP COM 958102105 5257451 139566 SH OTR 1 139566 0 0 WESTERN DIGITAL CORP COM 958102105 75340 2000 SH SOLE 2000 0 0 WESTLAKE CHEM CORP COM 960413102 26217395 226051 SH OTR 1 226051 0 0 WESTLAKE CHEM CORP COM 960413102 367077 3165 SH SOLE 3165 0 0