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   3,551,858 947,162 SH   SOLE   947,162 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101   2,750,699 197,892 SH   SOLE   197,892 0 0
AN2 THEREAPEUTICS INC COM 373261056   1,271,453 371,770 SH   SOLE   371,770 0 0
ATEA PHARMACEUTICALS INC COM 04683R106   483,909 89,946 SH   SOLE   89,946 0 0
BANK AMERICA CORP COM 060505104   5,079,848 104,202 SH   SOLE   104,202 0 0
BANK MONTREAL QUE COM 063671101   230,078 1,700 SH   SOLE   1,700 0 0
BERKSHIRE HATHAWAY INC DEL COM 084670108   1,436,280 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   19,252,818 40,177 SH   SOLE   40,177 0 0
BUNGE LIMITED COM H11356104   8,600,246 67,612 SH   SOLE   67,612 0 0
CATO CORP NEW COM 149205106   3,330,024 1,176,687 SH   SOLE   1,176,687 0 0
CENTURY ALUM CO COM 156431108   3,378,783 57,570 SH   SOLE   57,570 0 0
CHEVRON CORP NEW COM 166764100   5,476,850 26,471 SH   SOLE   26,471 0 0
DUKE ENERGY CORP NEW COM NEW 26441C105   471,384 3,600 SH   SOLE   3,600 0 0
LILLY ELI & CO COM 532457108   8,284,368 9,007 SH   SOLE   9,007 0 0
ENBRIDGE INC COM 29250N105   2,159,049 39,879 SH   SOLE   39,879 0 0
EXXON MOBIL CORP COM 30231G102   211,227 1,245 SH   SOLE   1,245 0 0
FORD MTR CO DEL COM 345370860   317,350 27,500 SH   SOLE   27,500 0 0
FREEPORT-MCMORAN INC COM 35671D857   2,866,877 48,773 SH   SOLE   48,773 0 0
GE VERNOVA INC COM 36828A101   289,803 332 SH   SOLE   332 0 0
GENERAL ELECTRIC CO COM 369604103   354,996 1,251 SH   SOLE   1,251 0 0
GLENCORE PLC UNSP ADR 37827X100   5,086,150 335,056 SH   SOLE   335,056 0 0
HURCO CO COM 447324104   201,954 13,729 SH   SOLE   13,729 0 0
IMAGENEBIO INC COM 45175G207   92,830 18,566 SH   SOLE   18,566 0 0
ISHARES TR MSCI JP VALUE ETF 46435U374   706,829 16,565 SH   SOLE   16,565 0 0
ISHARES TR RUS MDCP VAL ETF 464287473   5,847,818 40,125 SH   SOLE   40,125 0 0
JPMORGAN CHASE & CO COM 46625H100   3,318,713 11,282 SH   SOLE   11,282 0 0
KEZAR LIFE SCIENCES INC COM NEW 49372L209   596,086 80,335 SH   SOLE   80,335 0 0
LKQ CORP COM 501889208   2,998,618 102,098 SH   SOLE   102,098 0 0
MERCHANTS BANCORP IND COM 58844R108   434,464 10,125 SH   SOLE   10,125 0 0
MICROSOFT CORP COM 594918104   7,534,440 20,354 SH   SOLE   20,354 0 0
MOLINA HEALTHCARE INC COM 60855R100   1,680,646 12,608 SH   SOLE   12,608 0 0
OCCIDENTAL PETE CORP COM 674599105   10,019,880 154,152 SH   SOLE   154,152 0 0
ONKURE THERAPEUTICS INC COM CL A 68277Q105   167,335 40,419 SH   SOLE   40,419 0 0
PMV PHARMACEUTICALS INC COM 69353Y103   586,969 473,362 SH   SOLE   473,362 0 0
PATRICK INDS INC COM 703343103   1,540,763 13,872 SH   SOLE   13,872 0 0
RICHARDSON ELECTRS LTD COM 763165107   1,028,961 93,969 SH   SOLE   93,969 0 0
SIRIUS XM HOLDINGS INC COMMON STOCK 829933100   2,663,501 115,403 SH   SOLE   115,403 0 0
SUNCOR ENERGY INC NEW COM 867224107   6,841,129 103,481 SH   SOLE   103,481 0 0
TECTONIC THERAPEUTIC INC COM 878972108   1,149,357 37,184 SH   SOLE   37,184 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   3,005,123 59,863 SH   SOLE   59,863 0 0
ZIFF DAVIS INC COM 48123V102   1,727,535 41,171 SH   SOLE   41,171 0 0
OCCIDENTAL PETE CORP star W EXP 08/03/202 674599162   306,220 7,138 SH   SOLE   7,138 0 0
ABRDN ETFS BBRG ALL COMD K1 003261104   3,482,797 143,384 SH   SOLE   143,384 0 0