ACADEMY SPORTS & OUTDOORS IN COM 00402L107 3016124 53430 SH OTR 1 53430 0 0 ADVANCED ENERGY INDS COM 007973100 877913 2725 SH SOLE 2725 0 0 AERCAP HOLDINGS NV SHS N00985106 14608847 106494 SH OTR 1 106494 0 0 AGNICO EAGLE MINES LTD COM 008474108 773963 3813 SH OTR 1 3813 0 0 ALAMOS GOLD INCORPORATED COM CL A 011532108 955245 21500 SH OTR 1 21500 0 0 ALLISON TRANSMISSION HLDGS INC COM 01973R101 6834431 58384 SH OTR 1 58384 0 0 AMREP CORP NEW COM 032159105 672184 23896 SH SOLE 23896 0 0 AMREP CORP NEW COM 032159105 14005055 497869 SH OTR 1 497869 0 0 AMRIZE LTD SHS H2927K103 840300 15000 SH OTR 1 15000 0 0 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 12296909 236570 SH OTR 1 236570 0 0 ASBURY AUTOMOTIVE GROUP COM 043436104 7134028 36508 SH OTR 1 36508 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 8210277 99724 SH SOLE 99724 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 34897464 423873 SH OTR 1 423873 0 0 CACI INTL INC CL A 127190304 1957932 3600 SH OTR 1 3600 0 0 CANADIAN NAT RES LTD COM 136385101 13471754 276304 SH OTR 1 276304 0 0 CANADIAN NAT RES LTD COM 136385101 2328732 47762 SH SOLE 47762 0 0 CANADIAN SOLAR INC COM 136635109 5513270 398070 SH OTR 1 398070 0 0 CAVCO INDS INC DEL COM 149568107 15324388 31643 SH OTR 1 31643 0 0 CAVCO INDS INC DEL COM 149568107 360796 745 SH SOLE 745 0 0 CENTRAL SECURITIES CORP COM 155123102 217312 4376 SH OTR 1 4376 0 0 CGI INC CL A SUB VTG 12532H104 950300 13000 SH OTR 1 13000 0 0 CHAMPION HOMES INC COM 830830105 6719032 90346 SH OTR 1 90346 0 0 CUMMINS INC COM 231021106 295911 550 SH SOLE 550 0 0 DANA HOLDING CORP COM 235825205 117775 3500 SH SOLE 3500 0 0 DANA HOLDING CORP COM 235825205 4968692 147658 SH OTR 1 147658 0 0 DORCHESTER MINERALS COM 25820R105 68428 2525 SH SOLE 2525 0 0 DORCHESTER MINERALS COM 25820R105 135500 5000 SH OTR 1 5000 0 0 FIVE POINT HOLDINGS LLC COM 33833Q106 33697629 6962320 SH OTR 1 6962320 0 0 FIVE POINT HOLDINGS LLC COM 33833Q106 9680 2000 SH SOLE 2000 0 0 HILTON GRAND VACATIONS INC COM 43283X105 587191 15010 SH OTR 1 15010 0 0 HUDBAY MINERALS INC COM 443628102 1149500 55000 SH OTR 1 55000 0 0 INSTEEL INDUSTRIES INC COM 45774W108 10009394 297810 SH OTR 1 297810 0 0 INTERNATIONAL SEAWAYS INC COM Y41053102 728800 10000 SH OTR 1 10000 0 0 JEFFERIES FINL GROUP INC COM 47233W109 1501114 36373 SH SOLE 36373 0 0 JEFFERIES FINL GROUP INC COM 47233W109 12034167 291596 SH OTR 1 291596 0 0 LEGACY HOUSING CORP COM 52472M101 3705328 181367 SH OTR 1 181367 0 0 LIFEZONE METALS LIMITED ORD SHS G5568L109 336000 100000 SH OTR 1 100000 0 0 LINCOLN ELEC HLDGS INC COM 533900106 43589 175 SH SOLE 175 0 0 LINCOLN ELEC HLDGS INC COM 533900106 8277676 33233 SH OTR 1 33233 0 0 LOUISIANA PAC CORP COM 546347105 5758963 79161 SH OTR 1 79161 0 0 LSB INDS INC COM 502160104 584885 39254 SH SOLE 39254 0 0 LSB INDS INC COM 502160104 31004591 2080845 SH OTR 1 2080845 0 0 MILLROSE PPTYS INC COM CL A 601137101 42000 1500 SH SOLE 1500 0 0 MILLROSE PPTYS INC COM CL A 601137102 6984180 249435 SH OTR 1 249435 0 0 MORGAN STANLEY COM NEW 617446448 1069705 6500 SH OTR 1 6500 0 0 NAVIGATOR HOLDINGS PLC SHS Y62132108 10351814 535531 SH OTR 1 535531 0 0 NOBLE CORP NEW ORD SHS A G65431127 7128301 145268 SH OTR 1 145268 0 0 ORLA MNG LTD NEW COM 68634K106 241950 15000 SH OTR 1 15000 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 1037500 50000 SH OTR 1 50000 0 0 PREFORMED LINE PRODS CO COM 740444104 1606901 5935 SH OTR 1 5935 0 0 RADNET INC COM 750491102 6583395 117792 SH OTR 1 117792 0 0 RADNET INC COM 750491102 150903 2700 SH SOLE 2700 0 0 RANGER ENERGY SVCS INC COM CL A 75282U104 1714000 100000 SH OTR 1 100000 0 0 RYERSON HLDG CORP COM 783754104 4322904 192300 SH OTR 1 192300 0 0 SANDISK CORP COM 80004C200 423136 666 SH SOLE 666 0 0 SANDISK CORP COM 80004C200 5457571 8590 SH OTR 1 8590 0 0 SCHLUMBERGER LIMITED COM 806857108 411120 8000 SH OTR 1 8000 0 0 SEA LTD SPONSORED ADS 81141R100 2070250 25000 SH OTR 1 25000 0 0 SEACOR MARINE HOLDINGS INC COM 78413P101 5496374 767650 SH OTR 1 767650 0 0 SEACOR MARINE HOLDINGS INC COM 78413P101 2119 296 SH SOLE 296 0 0 SEADRILL 2021 LTD COM G7997W102 862225 18950 SH SOLE 18950 0 0 SEADRILL 2021 LTD COM G7997W102 5137405 112910 SH OTR 1 112910 0 0 SENECA FOODS CORP COM 817070501 1511 10 SH SOLE 10 0 0 SENECA FOODS CORP COM 817070501 298009 1972 SH OTR 1 1972 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 3636825 7500 SH OTR 1 7500 0 0 STRATUS PPTYS INC COM NEW 863167201 247212 8100 SH OTR 1 8100 0 0 TECK RESOURCES INC CL B 878742204 5175000 100000 SH OTR 1 100000 0 0 TIDEWATER INC COM 88642R109 17164596 205441 SH SOLE 205441 0 0 TIDEWATER INC COM 88642R109 226858970 2715248 SH OTR 1 2715248 0 0 TRAVEL PLUS LEISURE CO COM 894164102 8419662 121689 SH OTR 1 121689 0 0 U HAUL HOLDING COMPANY COM SER N 023586506 2099490 47000 SH OTR 1 47000 0 0 VALARIS LIMITED CL A G9460G101 416082 4244 SH OTR 1 4244 0 0 WEST FRASER TIMBER CO LTD COM 952845105 18986391 290792 SH OTR 1 290792 0 0 WEST FRASER TIMBER CO LTD COM 952845105 332206 5088 SH SOLE 5088 0 0 WESTERN DIGITAL CORP COM 958102105 540980 2000 SH SOLE 2000 0 0 WESTERN DIGITAL CORP COM 958102105 12048707 44544 SH OTR 1 44544 0 0 WESTLAKE CHEM CORP COM 960413102 369735 3165 SH SOLE 3165 0 0 WESTLAKE CHEM CORP COM 960413102 16569632 141839 SH OTR 1 141839 0 0