ACLARIS THERAPEUTICS INC COM 00461U105 4955307 936731 SH SOLE 936731 0 0 AMYLYX PHARMACEUTICALS INC COM 03237H101 3518220 195892 SH SOLE 195892 0 0 AN2 THEREAPEUTICS INC COM 373261056 1778385 367435 SH SOLE 367435 0 0 ATEA PHARMACEUTICALS INC COM 04683R106 410037 88180 SH SOLE 88180 0 0 BANK AMERICA CORP COM 060505104 5800735 101803 SH SOLE 101803 0 0 BANK MONTREAL QUE COM 063671101 300390 1700 SH SOLE 1700 0 0 BERKSHIRE HATHAWAY INC DEL COM 084670108 1497700 2 SH SOLE 2 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20770188 41508 SH SOLE 41508 0 0 BUNGE LIMITED COM H11356104 7111847 66634 SH SOLE 66634 0 0 CATO CORP NEW COM 149205106 3790755 1169986 SH SOLE 1169986 0 0 CENTURY ALUM CO COM 156431108 2392290 51995 SH SOLE 51995 0 0 CHEVRON CORP NEW COM 166764100 4330149 26123 SH SOLE 26123 0 0 DUKE ENERGY CORP NEW COM NEW 26441C105 455688 3600 SH SOLE 3600 0 0 LILLY ELI & CO COM 532457108 10803266 9007 SH SOLE 9007 0 0 ENBRIDGE INC COM 29250N105 2137229 39425 SH SOLE 39425 0 0 FORD MTR CO DEL COM 345370860 382250 27500 SH SOLE 27500 0 0 FREEPORT-MCMORAN INC COM 35671D857 3032493 48219 SH SOLE 48219 0 0 GE VERNOVA INC COM 36828A101 390054 332 SH SOLE 332 0 0 GENERAL ELECTRIC CO COM 369604103 467536 1251 SH SOLE 1251 0 0 GLENCORE PLC UNSP ADR 37827X100 4502474 330821 SH SOLE 330821 0 0 HURCO CO COM 447324104 313639 13699 SH SOLE 13699 0 0 IMAGENEBIO INC COM 45175G207 106932 18124 SH SOLE 18124 0 0 ISHARES TR MSCI JP VALUE ETF 46435U374 2896184 65880 SH SOLE 65880 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 6524744 39640 SH SOLE 39640 0 0 JPMORGAN CHASE & CO COM 46625H100 3692937 11282 SH SOLE 11282 0 0 LKQ CORP COM 501889208 4157981 157918 SH SOLE 157918 0 0 MERCHANTS BANCORP IND COM 58844R108 506250 10125 SH SOLE 10125 0 0 MICROSOFT CORP COM 594918104 7476813 20044 SH SOLE 20044 0 0 MOLINA HEALTHCARE INC COM 60855R100 2856692 12491 SH SOLE 12491 0 0 OCCIDENTAL PETE CORP COM 674599105 6474575 133304 SH SOLE 133304 0 0 ONKURE THERAPEUTICS INC COM CL A 68277Q105 181803 39869 SH SOLE 39869 0 0 PMV PHARMACEUTICALS INC COM 69353Y103 626359 467432 SH SOLE 467432 0 0 PATRICK INDS INC COM 703343103 1221906 13610 SH SOLE 13610 0 0 RICHARDSON ELECTRS LTD COM 763165107 1786351 93969 SH SOLE 93969 0 0 SIRIUS XM HOLDINGS INC COMMON STOCK 829933100 3372936 114182 SH SOLE 114182 0 0 SUNCOR ENERGY INC NEW COM 867224107 5489800 102269 SH SOLE 102269 0 0 TECTONIC THERAPEUTIC INC COM 878972108 1264897 36797 SH SOLE 36797 0 0 ZIFF DAVIS INC COM 48123V102 2156178 41172 SH SOLE 41172 0 0 ABRDN ETFS BBRG ALL COMD K1 003261104 3162808 141576 SH SOLE 141576 0 0