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
ACLARIS THERAPEUTICS INC COM 00461U105   943,967 858,152 SH   SOLE   858,152 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101   512,626 269,803 SH   SOLE   269,803 0 0
BANK AMERICA CORP COM 060505104   5,777,030 145,261 SH   SOLE   145,261 0 0
BARRICK GOLD CORP COM 067901108   500,050 29,979 SH   SOLE   29,979 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   1,224,482 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   17,920,354 44,052 SH   SOLE   44,052 0 0
BUNGE LIMITED COM H11356104   10,839,397 101,521 SH   SOLE   101,521 0 0
CATO CORP NEW CL A 149205106   5,118,605 923,936 SH   SOLE   923,936 0 0
CENTURY ALUM CO COM 156431108   1,062,453 63,430 SH   SOLE   63,430 0 0
CHEVRON CORP NEW COM 166764100   4,555,107 29,121 SH   SOLE   29,121 0 0
DUKE ENERGY CORP NEW COM NEW 26441C105   360,828 3,600 SH   SOLE   3,600 0 0
LILLY ELI & CO COM 532457108   7,046,573 7,783 SH   SOLE   7,783 0 0
ENBRIDGE INC COM 29250N105   1,557,418 43,760 SH   SOLE   43,760 0 0
EXXON MOBIL CORP COM 30231G102   219,649 1,908 SH   SOLE   1,908 0 0
FORD MTR CO DEL COM 345370860   258,951 20,650 SH   SOLE   20,650 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,570,217 32,309 SH   SOLE   32,309 0 0
GENERAL ELECTRIC CO COM 369604103   211,589 1,331 SH   SOLE   1,331 0 0
HILLENBRAND INC COM 431571108   1,632,256 40,786 SH   SOLE   40,786 0 0
IES HLDGS INC COM 44951W106   753,915 5,411 SH   SOLE   5,411 0 0
ISHARES TR RUS MDCP VAL ETF 464287473   4,680,365 38,764 SH   SOLE   38,764 0 0
JPMORGAN CHASE & CO COM 46625H100   2,408,310 11,907 SH   SOLE   11,907 0 0
MERCHANTS BANCORP IND COM 58844R108   410,468 10,125 SH   SOLE   10,125 0 0
MICROSOFT CORP COM 594918104   10,684,787 23,906 SH   SOLE   23,906 0 0
OCCIDENTAL PETE CORP COM 674599105   11,005,920 174,614 SH   SOLE   174,614 0 0
PMV PHARMACEUTICALS INC COM 69353Y103   569,014 351,243 SH   SOLE   351,243 0 0
PATRICK INDS INC COM 703343103   1,051,198 9,684 SH   SOLE   9,684 0 0
PROCTER AND GAMBLE CO COM 742718109   207,873 1,260 SH   SOLE   1,260 0 0
RENEO PHARMACEUTICALS INC COM 75974E103   675,900 447,616 SH   SOLE   447,616 0 0
RICHARDSON ELECTRS LTD COM 763165107   1,815,722 152,710 SH   SOLE   152,710 0 0
SUNCOR ENERGY INC NEW COM 867224107   4,864,227 127,670 SH   SOLE   127,670 0 0
TECK RESOURCES LTD CL B 878742204   637,693 13,313 SH   SOLE   13,313 0 0
TECTONIC THERAPEUTIC INC COM 878972108   691,592 41,991 SH   SOLE   41,991 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,779,753 43,156 SH   SOLE   43,156 0 0
OCCIDENTAL PETE CORP star W EXP 08/03/202 674599162   343,233 8,339 SH   SOLE   8,339 0 0
ABRDN ETFS BBG INDUSTRL MET 003261609   310,102 13,272 SH   SOLE   13,272 0 0
ABRDN ETFS BBRG ALL COMD K1 003261104   3,198,743 157,341 SH   SOLE   157,341 0 0