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
Estimated average burden
hours per response: 23.8
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
ACTIVISION BLIZZARD INC COM 00507V109   2,139,836 25,001 SH   SOLE   25,001 0 0
BANK AMERICA CORP COM 060505104   4,366,648 152,680 SH   SOLE   152,680 0 0
BARRICK GOLD CORP COM 067901108   599,180 32,266 SH   SOLE   32,266 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   931,200 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   14,611,305 47,321 SH   SOLE   47,321 0 0
BUNGE LIMITED COM G16962105   10,064,178 105,362 SH   SOLE   105,362 0 0
CATO CORP NEW CL A 149205106   5,602,598 633,778 SH   SOLE   633,778 0 0
CENTURY ALUM CO COM 156431108   680,750 68,075 SH   SOLE   68,075 0 0
CHEVRON CORP NEW COM 166764100   5,301,884 32,495 SH   SOLE   32,495 0 0
CORNING INC COM 219350105   5,696,697 161,471 SH   SOLE   161,471 0 0
CYTEIR THERAPEUTICS INC COM 23284P103   275,255 151,239 SH   SOLE   151,239 0 0
DUKE ENERGY CORP NEW COM NEW 26441C105   347,292 3,600 SH   SOLE   3,600 0 0
LILLY ELI & CO COM 532457108   2,690,009 7,833 SH   SOLE   7,833 0 0
ENBRIDGE INC COM 29250N105   1,779,354 46,641 SH   SOLE   46,641 0 0
EXXON MOBIL CORP COM 30231G102   209,231 1,908 SH   SOLE   1,908 0 0
FORD MTR CO DEL COM 345370860   200,340 15,900 SH   SOLE   15,900 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,049,751 25,660 SH   SOLE   25,660 0 0
GRAPHITE BIO INC COM 38870X104   318,500 130,000 SH   SOLE   130,000 0 0
HILLENBRAND INC COM 431571108   2,119,553 44,594 SH   SOLE   44,594 0 0
HUNTINGTON BANCSHARES INC COM 446150104   114,800 10,250 SH   SOLE   10,250 0 0
IES HLDGS INC COM 44951W106   252,335 5,856 SH   SOLE   5,856 0 0
JPMORGAN CHASE & CO COM 46625H100   1,551,601 11,907 SH   SOLE   11,907 0 0
MERCHANTS BANCORP IND COM 58844R108   263,655 10,125 SH   SOLE   10,125 0 0
MICROSOFT CORP COM 594918104   7,131,389 24,736 SH   SOLE   24,736 0 0
OCCIDENTAL PETE CORP COM 674599105   10,259,496 164,336 SH   SOLE   164,336 0 0
PATRICK INDS INC COM 703343103   986,667 14,339 SH   SOLE   14,339 0 0
RICHARDSON ELECTRS LTD COM 763165107   3,762,706 168,580 SH   SOLE   168,580 0 0
SUNCOR ENERGY INC NEW COM 867224107   4,031,315 129,833 SH   SOLE   129,833 0 0
TECK RESOURCES LTD CL B 878742204   519,249 14,226 SH   SOLE   14,226 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,819,274 46,780 SH   SOLE   46,780 0 0
WELLS FARGO CO NEW COM 949746101   4,059,991 108,614 SH   SOLE   108,614 0 0
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162   368,467 8,987 SH   SOLE   8,987 0 0
ABRDN ETFS BBG INDUSTRL MET 003261609   354,063 14,670 SH   SOLE   14,670 0 0
ABRDN ETFS BBRG ALL COMD K1 003261104   3,478,560 167,480 SH   SOLE   167,480 0 0