3M CO COM 88579Y101 562 3600 SH SOLE 3600 0 0 A H BELO CORP COM CL A 001282102 434 250992 SH SOLE 250992 0 0 ABBOTT LABS COM 002824100 6690 73175 SH SOLE 73175 0 0 ABBVIE INC COM 00287Y109 7299 74341 SH SOLE 74341 0 0 ABERDEEN EMRG MRKTS EQT INM COM 00301W105 80 13163 SH SOLE 13163 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 13745 96488 SH SOLE 96488 0 0 AGCO CORP COM 001084102 3560 64187 SH SOLE 64187 0 0 ALPHABET INC CAP STK CL A 02079K305 5162 3640 SH SOLE 3640 0 0 AMAZON COM INC COM 023135106 5396 1956 SH SOLE 1956 0 0 ANTARES PHARMA INC COM 036642106 275 100000 SH SOLE 100000 0 0 APPLE INC COM 037833100 7643 20952 SH SOLE 20952 0 0 AT&T INC COM 00206R102 3298 109085 SH SOLE 109085 0 0 BAKER HUGHES COMPANY CL A 05722G100 176 11465 SH SOLE 11465 0 0 BK OF AMERICA CORP COM 060505104 3365 141702 SH SOLE 141702 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 535 2 SH SOLE 2 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17704 99176 SH SOLE 99176 0 0 CAPITAL SOUTHWEST CORP COM 140501107 11855 879458 SH SOLE 879458 0 0 CARTERS INC COM 146229109 10452 129521 SH SOLE 129521 0 0 CBOE GLOBAL MARKETS INC COM 12503M108 1018 10918 SH SOLE 10918 0 0 CDW CORP COM 12514G108 7436 64007 SH SOLE 64007 0 0 CENTRAL SECS CORP COM 155123102 831 28790 SH SOLE 28790 0 0 CITIGROUP INC COM NEW 172967424 693 13562 SH SOLE 13562 0 0 CLEVELAND CLIFFS INC COM 185899101 276 50000 SH SOLE 50000 0 0 COMCAST CORP NEW CL A 20030N101 14959 383749 SH SOLE 383749 0 0 COVANTA HLDG CORP COM 22282E102 98 10200 SH SOLE 10200 0 0 COVETRUS INC COM 22304C100 21273 1189078 SH SOLE 1189078 0 0 CSW INDUSTRIALS INC COM 126402106 9992 144578 SH SOLE 144578 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 286 2125 SH SOLE 2125 0 0 DICKS SPORTING GOODS INC COM 253393102 9574 232042 SH SOLE 232042 0 0 DISNEY WALT CO COM DISNEY 254687106 652 5846 SH SOLE 5846 0 0 EMPIRE ST RLTY TR INC CL A 292104106 105 15000 SH SOLE 15000 0 0 EXXON MOBIL CORP COM 30231G102 205 4579 SH SOLE 4579 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 4169 180151 SH SOLE 180151 0 0 GREENBRIER COS INC NOTE 2.875% 2/0 393657AK7 848 1030000 PRN SOLE 1030000 0 0 HAMILTON BEACH BRANDS HLDG C COM CL A 40701T104 1032 867322 SH SOLE 867322 0 0 HENRY SCHEIN INC COM 806407102 4712 80703 SH SOLE 80703 0 0 HOME DEPOT INC COM 437076102 221 883 SH SOLE 883 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 570 4720 SH SOLE 4720 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 387 1562 SH SOLE 1562 0 0 ISHARES TR CORE S&P US VLU 464287663 299 5724 SH SOLE 5724 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 619 3227 SH SOLE 3227 0 0 JOHNSON CTLS INTL PLC SHS G51502105 8592 251666 SH SOLE 251666 0 0 JPMORGAN CHASE & CO COM 46625H100 2802 29787 SH SOLE 29787 0 0 MERCK & CO. INC COM 58933Y105 3651 47210 SH SOLE 47210 0 0 MICROSOFT CORP COM 594918104 12831 63049 SH SOLE 63049 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 4903 34988 SH SOLE 34988 0 0 NEWMARK GROUP INC CL A 65158N102 176 36250 SH SOLE 36250 0 0 PENTAIR PLC SHS G7S00T104 13499 355342 SH SOLE 355342 0 0 PROCTER AND GAMBLE CO COM 742718109 429 3585 SH SOLE 3585 0 0 PROGRESSIVE CORP OHIO COM 743315103 7520 93872 SH SOLE 93872 0 0 QURATE RETAIL INC COM SER A 74915M100 12169 1280925 SH SOLE 1280925 0 0 RALPH LAUREN CORP CL A 751212101 5896 81307 SH SOLE 81307 0 0 ROYCE GLOBAL VALUE TR INC COM 78081T104 1070 92453 SH SOLE 92453 0 0 SAFEGUARD SCIENTIFICS INC COM NEW 786449207 4496 642355 SH SOLE 642355 0 0 SCHLUMBERGER LTD COM 806857108 222 12045 SH SOLE 12045 0 0 SHYFT GROUP INC COM 825698103 19218 1141188 SH SOLE 1141188 0 0 SPDR SER TR S&P BK ETF 78464A797 317 10060 SH SOLE 10060 0 0 SPIRIT RLTY CAP INC NEW NOTE 3.750% 5/1 84860WAB8 13337 13463000 PRN SOLE 13463000 0 0 STARBUCKS CORP COM 855244109 4867 66135 SH SOLE 66135 0 0 TESLA INC COM 88160R101 508 470 SH SOLE 470 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 264 21406 SH SOLE 21406 0 0 BRINKS CO COM 109696104 17133 376477 SH SOLE 376477 0 0 TREEHOUSE FOODS INC COM 89469A104 16030 365988 SH SOLE 365988 0 0 TRINITY INDS INC COM 896522109 7185 337499 SH SOLE 337499 0 0 TWITTER INC NOTE 1.000% 9/1 90184LAD4 14924 15252000 PRN SOLE 15252000 0 0 ULTA BEAUTY INC COM 90384S303 14501 71286 SH SOLE 71286 0 0 UNIVAR SOLUTIONS INC COM 91336L107 6274 372123 SH SOLE 372123 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 241 4265 SH SOLE 4265 0 0 VANECK VECTORS ETF TR OIL SVCS ETF 92189H607 5506 45220 SH SOLE 45220 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 227 1940 SH SOLE 1940 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 5583 110992 SH SOLE 110992 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 301 1835 SH SOLE 1835 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 310 2684 SH SOLE 2684 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 306 1078 SH SOLE 1078 0 0 AMERICAN RLTY CAP PPTYS INC NOTE 3.750%12/1 02917TAB0 12751 12783000 PRN SOLE 12783000 0 0 VIACOMCBS INC CL B 92556H206 10451 448135 SH SOLE 448135 0 0 WALGREEN BOOTS ALLIANCE INC COM 931427108 14872 350835 SH SOLE 350835 0 0 WELLS FARGO CO NEW COM 949746101 306 11969 SH SOLE 11969 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 238 930 SH SOLE 930 0 0