The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 | 8,252,512 | 175,101 | SH | SOLE | 0 | 174,791 | 0 | 310 | ||
| APPLE INC | COM | 037833100 | 14,659,048 | 62,914 | SH | SOLE | 0 | 56,040 | 0 | 6,874 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 17,547,136 | 38,124 | SH | SOLE | 0 | 33,853 | 0 | 4,271 | ||
| BGC GROUP INC | CL A | 088929104 | 15,899,017 | 1,731,919 | SH | SOLE | 0 | 1,532,782 | 0 | 199,137 | ||
| DOW INC | COM | 260557103 | 12,269,862 | 224,599 | SH | SOLE | 0 | 199,241 | 0 | 25,358 | ||
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 781,749 | 26,855 | SH | SOLE | 0 | 2,000 | 0 | 24,855 | ||
| EQT CORP | COM | 26884L109 | 16,514,289 | 450,717 | SH | SOLE | 0 | 397,550 | 0 | 53,167 | ||
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | 505,820 | 14,000 | SH | SOLE | 0 | 0 | 0 | 14,000 | ||
| KIRBY CORP | COM | 497266106 | 8,906,462 | 72,747 | SH | SOLE | 0 | 63,908 | 0 | 8,839 | ||
| MASTEC INC | COM | 576323109 | 12,958,887 | 105,271 | SH | SOLE | 0 | 92,590 | 0 | 12,681 | ||
| MCKESSON CORP | COM | 58155Q103 | 19,088,128 | 38,607 | SH | SOLE | 0 | 34,969 | 0 | 3,638 | ||
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 9,426,428 | 117,405 | SH | SOLE | 0 | 103,486 | 0 | 13,919 | ||
| MICROSOFT CORP | COM | 594918104 | 13,751,651 | 31,958 | SH | SOLE | 0 | 28,100 | 0 | 3,858 | ||
| NEWMONT CORP | COM | 651639106 | 15,035,581 | 281,302 | SH | SOLE | 0 | 257,782 | 0 | 23,520 | ||
| NMI HLDGS INC | COM | 629209305 | 19,099,691 | 463,697 | SH | SOLE | 0 | 414,048 | 0 | 49,649 | ||
| OCCIDENTAL PETE CORP | COM | 674599105 | 12,230,540 | 237,302 | SH | SOLE | 0 | 208,363 | 0 | 28,939 | ||
| PULTE GROUP INC | COM | 745867101 | 14,040,496 | 97,823 | SH | SOLE | 0 | 80,963 | 0 | 16,860 | ||
| ROYAL GOLD INC | COM | 780287108 | 12,170,932 | 86,749 | SH | SOLE | 0 | 79,203 | 0 | 7,546 | ||
| RUSH ENTERPRISES INC | CL A | 781846209 | 19,623,034 | 371,437 | SH | SOLE | 0 | 352,692 | 0 | 18,745 | ||
| RUSH ENTERPRISES INC | CL B | 781846308 | 455,573 | 9,501 | SH | SOLE | 0 | 8,732 | 0 | 769 | ||
| SCHLUMBERGER LTD | COM STK | 806857108 | 13,216,747 | 315,060 | SH | SOLE | 0 | 278,064 | 0 | 36,996 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 5,334,768 | 21,948 | SH | SOLE | 0 | 15,369 | 0 | 6,579 | ||
| TAYLOR MORRISON HOME CORP | COM | 87724P106 | 10,877,862 | 154,823 | SH | SOLE | 0 | 128,253 | 0 | 26,570 | ||
| TEGNA INC | COM | 87901J105 | 10,880,873 | 689,536 | SH | SOLE | 0 | 612,088 | 0 | 77,448 | ||
| TRANSOCEAN LTD | REGISTERED SHS | H8817H100 | 4,322,099 | 1,016,965 | SH | SOLE | 0 | 920,192 | 0 | 96,773 | ||
| UNITED RENTALS INC | COM | 911363109 | 12,417,664 | 15,336 | SH | SOLE | 0 | 13,579 | 0 | 1,757 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 14,739,451 | 25,209 | SH | SOLE | 0 | 22,410 | 0 | 2,799 | ||
| WABTEC | COM | 929740108 | 11,329,137 | 62,327 | SH | SOLE | 0 | 55,003 | 0 | 7,324 | ||