The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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
Graphic Packaging Holding Com Common 388689101   237,063,052 9,300,237 SH   SOLE 0 8,794,226 506,011 0
Lions Gate Entertainment Corp. Cl B Cl B Common 535919500   219,115,355 21,109,379 SH   SOLE 0 20,060,541 1,048,838 0
Axalta Coating Systems Ltd Common g0750c108   217,247,469 7,172,250 SH   SOLE 0 6,807,850 364,400 0
Sensata Technologies Holding plc Common g8060n102   209,260,521 4,183,537 SH   SOLE 0 3,957,512 226,025 0
Carter's Inc Common 146229109   198,717,549 2,763,036 SH   SOLE 0 2,611,771 151,265 0
Elanco Animal Health Inc Common 28414h103   189,921,012 20,204,363 SH   SOLE 0 19,124,963 1,079,400 0
Alphabet Inc. Common 02079k107   164,635,224 1,583,031 SH   SOLE 0 1,580,231 2,800 0
Urban Outfitters, Inc. Common 917047102   146,663,200 5,290,880 SH   SOLE 0 5,013,915 276,965 0
Berkshire Hathaway Inc. Cl B Common 084670702   140,391,423 454,679 SH   SOLE 0 454,599 80 0
Micron Technology Inc. Common 595112103   134,792,150 2,233,877 SH   SOLE 0 2,233,877 0 0
Mohawk Industries, Inc. Common 608190104   133,958,061 1,336,640 SH   SOLE 0 1,267,477 69,163 0
Corning Inc. Common 219350105   131,945,139 3,739,941 SH   SOLE 0 3,739,241 700 0
General Motors Company Common 37045v100   130,411,421 3,555,382 SH   SOLE 0 3,554,596 786 0
SS&C Technologies Holdings, Inc. Common 78467j100   128,341,065 2,272,730 SH   SOLE 0 2,272,730 0 0
Bank of America Corp Common 060505104   126,401,110 4,419,619 SH   SOLE 0 4,419,219 400 0
Walt Disney Company Common 254687106   121,651,663 1,214,937 SH   SOLE 0 1,214,737 200 0
Infinera Corporation Common 45667g103   116,441,066 15,005,292 SH   SOLE 0 13,719,321 1,285,971 0
Regions Financial Corp Common 7591ep100   110,470,499 5,952,074 SH   SOLE 0 5,950,974 1,100 0
Dupont de Nemours, Inc. Common 26614n102   105,056,126 1,463,788 SH   SOLE 0 1,463,788 0 0
Walgreens Boots Alliance, Inc. Common 931427108   90,583,771 2,619,542 SH   SOLE 0 2,618,942 600 0
BWX Technologies, Inc. Common 05605H100   77,593,505 1,230,861 SH   SOLE 0 1,027,449 203,412 0
Ingredion, Inc. Common 457187102   70,078,745 688,870 SH   SOLE 0 573,245 115,625 0
International Flavors & Fragrances Common 459506101   67,988,593 739,327 SH   SOLE 0 739,327 0 0
Ultra Clean Holdings, Inc. Common 90385v107   63,999,762 1,930,029 SH   SOLE 0 1,617,865 312,164 0
Ecovyst Inc. Common 27923q109   60,442,925 5,469,948 SH   SOLE 0 4,514,361 955,587 0
Madison Square Garden Sports Corp. Cl A Common 55825t103   58,677,714 301,143 SH   SOLE 0 252,253 48,890 0
Liberty Braves Grp COM K Cl C Common 531229888   57,605,891 1,709,881 SH   SOLE 0 1,373,850 336,031 0
Varex Imaging Corp Common 92214x106   55,301,293 3,040,203 SH   SOLE 0 2,531,349 508,854 0
Devon Energy Corporation Common 25179m103   54,980,443 1,086,355 SH   SOLE 0 1,031,976 54,379 0
Avantor, Inc. Common 05352a100   49,754,681 2,353,580 SH   SOLE 0 2,349,380 4,200 0
Univar Solutions Inc. Common 91336L107   41,231,711 1,177,040 SH   SOLE 0 988,990 188,050 0
Cadence Bank Cl A Common 12740c103   37,558,577 1,809,180 SH   SOLE 0 1,538,460 270,720 0
Compass Minerals International, Inc. Common 20451N101   31,611,848 921,897 SH   SOLE 0 773,895 148,002 0
TreeHouse Foods, Inc. Common 89469a104   29,479,159 584,556 SH   SOLE 0 486,009 98,547 0
Livent Corporation Common 53814l108   25,716,480 1,184,000 SH   SOLE 0 985,400 198,600 0
iShares Russell 2000 Value Index ETF 464287630   16,300,166 118,961 SH   SOLE 0 62,661 56,300 0
Veradigm Inc. (fka Allscripts) Common 01988p108   12,383,145 948,900 SH   SOLE 0 789,472 159,428 0
SPDR Trust Series 1 ETF 78462F103   10,565,594 25,808 SH   SOLE 0 25,808 0 0
S&P Midcap 400 ETF ETF 78467y107   9,168,200 20,000 SH   SOLE 0 20,000 0 0
Liberty Braves Grp COM A Cl A Common 531229706   8,835,674 255,514 SH   SOLE 0 243,014 12,500 0
iShares Russell 2000 ETF ETF 464287655   4,659,457 26,118 SH   SOLE 0 26,098 20 0
Lions Gate Entertainment Corp. Cl A Cl A Common 535919401   4,125,114 372,639 SH   SOLE 0 372,639 0 0
Thermo Fisher Scientific, Inc Common 883556102   1,208,648 2,097 SH   SOLE 0 2,097 0 0
Constellation Brands Inc. - A Cl A Common 21036p108   1,136,227 5,030 SH   SOLE 0 5,030 0 0
Goldman Sachs Group Common 38141g104   956,797 2,925 SH   SOLE 0 2,925 0 0
Hanesbrands, Inc. Common 410345102   787,303 149,677 SH   SOLE 0 149,677 0 0
JPMORGAN CHASE & CO 6 DEP NCM PFD EE Preferred 48128b648   725,184 28,800 SH   SOLE 0 27,600 1,200 0
Apple Inc. Common 037833100   659,600 4,000 SH   SOLE 0 4,000 0 0
Microsoft Corp Common 594918104   514,681 1,785 SH   SOLE 0 1,785 0 0
JP MORGAN CHASE AND CO Common 46625h100   505,603 3,880 SH   SOLE 0 3,880 0 0
Vail Resorts Inc Com Common 91879q109   467,360 2,000 SH   SOLE 0 2,000 0 0
Berkshire Hathaway Inc. Cl A Common 084990175   465,600 100 SH   SOLE 0 100 0 0
THE GOLDMAN SACH 4 percent PFD Preferred 38144x609   434,730 21,500 SH   SOLE 0 20,600 900 0
EXXON MOBIL CORP COM Common 30231G102   405,742 3,700 SH   SOLE 0 3,700 0 0
WESTLAKE CHEM PARTNERS COM UNIT RP LP Common 960417103   382,974 17,400 SH   SOLE 0 17,400 0 0
Equifax Inc. Common 294429105   365,112 1,800 SH   SOLE 0 1,800 0 0
Live Nation Entertainment, Inc. Common 538034109   336,000 4,800 SH   SOLE 0 4,800 0 0
Procter & Gamble Co Common 742718109   324,567 2,182 SH   SOLE 0 2,182 0 0
Sisecam Resources LP Common 172464109   320,607 12,763 SH   SOLE 0 12,763 0 0
Citigroup Inc. Common 172967424   305,723 6,520 SH   SOLE 0 6,520 0 0
OLIN CORP COM PAR $1 Common 680665205   277,500 5,000 SH   SOLE 0 5,000 0 0
REGIONS FINL CORP NEW DEP SHS PFD B Preferred 7591ep506   235,500 10,000 SH   SOLE 0 10,000 0 0
MID AMER APT CMNTYS IN PFD SER I 8.5 percent Preferred 59522J889   233,772 4,200 SH   SOLE 0 4,200 0 0
NUTRIEN LTD COM Common 67077M108   230,412 3,120 SH   SOLE 0 3,120 0 0
INVESCO QQQ TR UNIT SER 1 ETF 46090E103   225,157 701 SH   SOLE 0 701 0 0
Albemarle Corp Common 012653101   217,724 985 SH   SOLE 0 985 0 0
AT&T Inc. Common 00206r102   208,150 10,813 SH   SOLE 0 10,813 0 0