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

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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
ACLARIS THERAPEUTICS INC COM 00461U105   2,872,329 954,262 SH   SOLE   954,262 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101   2,397,977 198,508 SH   SOLE   198,508 0 0
AN2 THEREAPEUTICS INC COM 373261056   429,518 376,770 SH   SOLE   376,770 0 0
ATEA PHARMACEUTICALS INC COM 04683R106   323,189 90,529 SH   SOLE   90,529 0 0
BANK AMERICA CORP COM 060505104   5,792,160 105,312 SH   SOLE   105,312 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   1,509,600 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   20,199,996 40,187 SH   SOLE   40,187 0 0
BUNGE LIMITED COM H11356104   8,373,075 93,995 SH   SOLE   93,995 0 0
CATO CORP NEW CL A 149205106   3,221,164 1,042,448 SH   SOLE   1,042,448 0 0
CENTURY ALUM CO COM 156431108   2,260,686 57,700 SH   SOLE   57,700 0 0
CHEVRON CORP NEW COM 166764100   4,042,066 26,521 SH   SOLE   26,521 0 0
DUKE ENERGY CORP NEW COM NEW 26441C105   421,956 3,600 SH   SOLE   3,600 0 0
LILLY ELI & CO COM 532457108   9,706,510 9,032 SH   SOLE   9,032 0 0
ENBRIDGE INC COM 29250N105   1,918,413 40,109 SH   SOLE   40,109 0 0
FORD MTR CO DEL COM 345370860   360,800 27,500 SH   SOLE   27,500 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,480,330 48,835 SH   SOLE   48,835 0 0
GE VERNOVA INC COM 36828A101   216,985 332 SH   SOLE   332 0 0
GENERAL ELECTRIC CO COM 369604103   385,346 1,251 SH   SOLE   1,251 0 0
IMAGENEBIO INC COM 45175G207   131,583 19,070 SH   SOLE   19,070 0 0
ISHARES TR RUS MDCP VAL ETF 464287473   5,666,966 40,177 SH   SOLE   40,177 0 0
JPMORGAN CHASE & CO COM 46625H100   3,635,286 11,282 SH   SOLE   11,282 0 0
KEZAR LIFE SCIENCES INC COM NEW 49372L209   507,163 80,630 SH   SOLE   80,630 0 0
MERCHANTS BANCORP IND COM 58844R108   344,858 10,125 SH   SOLE   10,125 0 0
MICROSOFT CORP COM 594918104   8,772,867 18,140 SH   SOLE   18,140 0 0
MOLINA HEALTHCARE INC COM 60855R100   2,195,455 12,651 SH   SOLE   12,651 0 0
OCCIDENTAL PETE CORP COM 674599105   6,564,150 159,634 SH   SOLE   159,634 0 0
ONKURE THERAPEUTICS INC COM CL A 68277Q105   119,724 41,284 SH   SOLE   41,284 0 0
PMV PHARMACEUTICALS INC COM 69353Y103   597,485 477,988 SH   SOLE   477,988 0 0
PATRICK INDS INC COM 703343103   1,504,141 13,872 SH   SOLE   13,872 0 0
RICHARDSON ELECTRS LTD COM 763165107   1,294,492 118,979 SH   SOLE   118,979 0 0
SIRIUS XM HOLDINGS INC COMMON STOCK 829933100   2,126,408 106,347 SH   SOLE   106,347 0 0
SUNCOR ENERGY INC NEW COM 867224107   5,115,196 115,311 SH   SOLE   115,311 0 0
TECTONIC THERAPEUTIC INC COM 878972108   779,184 37,353 SH   SOLE   37,353 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   2,441,682 59,948 SH   SOLE   59,948 0 0
ABRDN ETFS BBRG ALL COMD K1 003261104   2,813,355 144,053 SH   SOLE   144,053 0 0