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
AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 397,169 7,241 SH   SOLE   7,241 0 0
AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 64,938 14,600 SH Call SOLE   14,600 0 0
ALGOMA STL GROUP INC COM 015658107 BBG012NKXV72 122,115 12,175 SH   SOLE   12,175 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106 BBG00DGWV044 2,219,250 6,548 SH   SOLE   6,548 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 434,995 3,114 SH   SOLE   3,114 0 0
APPLE INC COM 037833100 BBG001S5N8V8 428,822 2,227 SH   SOLE   2,227 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 1,333,831 18,469 SH   SOLE   18,469 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 11,112,812 31,158 SH   SOLE   31,158 0 0
BEYOND INC COM 690370101 BBG001S64TS5 1,075,840 38,853 SH   SOLE   38,853 0 0
BEYOND INC COM 690370101 BBG001S64TS5 83,135 8,300 SH Call SOLE   8,300 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 BBG001SF86D7 650,586 16,216 SH   SOLE   16,216 0 0
CACI INTL INC CL A 127190304 BBG001SF9NK1 287,912 889 SH   SOLE   889 0 0
CANADIAN NAT RES LTD COM 136385101 BBG001S5YC56 4,955,016 75,626 SH   SOLE   75,626 0 0
CANADIAN NAT RES LTD COM 136385101 BBG001S5YC56 10,440 800 SH Call SOLE   800 0 0
CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 1,539,742 92,477 SH   SOLE   92,477 0 0
CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 20,390 10,700 SH Call SOLE   10,700 0 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 262,381 1,537 SH   SOLE   1,537 0 0
CHESAPEAKE ENERGY CORP COM 165167735 BBG00Z6DX607 385,700 5,013 SH   SOLE   5,013 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 337,549 2,263 SH   SOLE   2,263 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG001S5PW43 216,656 10,610 SH   SOLE   10,610 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG001S5PW43 10,065 1,500 SH Call SOLE   1,500 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 272,823 413 SH   SOLE   413 0 0
CRESUD S A C I F Y A SPONSORED ADR 226406106 BBG001S7XKP3 173,200 18,270 SH   SOLE   18,270 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 1,380,420 9,477 SH   SOLE   9,477 0 0
DORCHESTER MINERALS LP COM UNIT 25820R105 BBG001SLKJK4 13,918,159 437,265 SH   SOLE   437,265 0 0
ENOVIX CORPORATION COM 293594107 BBG00YC538B7 856,731 68,429 SH   SOLE   68,429 0 0
ENOVIX CORPORATION COM 293594107 BBG00YC538B7 62,235 19,900 SH Call SOLE   19,900 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 BBG001S9P0Z1 1,874,803 71,150 SH   SOLE   71,150 0 0
EPSILON ENERGY LTD COM 294375209 BBG001SBVQH2 148,234 29,180 SH   SOLE   29,180 0 0
ETF SER SOLUTIONS ACQUIRERS FD 26922A263 BBG00P35M8S7 690,431 19,818 SH   SOLE   19,818 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 352,430 3,525 SH   SOLE   3,525 0 0
FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 BBG001T61KB4 346,590 3,310 SH   SOLE   3,310 0 0
FRANCO NEV CORP COM 351858105 BBG001STGSR5 1,144,002 10,324 SH   SOLE   10,324 0 0
GRUPO AEROPORTUARIO DEL CENT SPON ADR 400501102 BBG001SQT2W8 588,263 6,951 SH   SOLE   6,951 0 0
HAGERTY INC CL A COM 405166109 BBG00Z9FKN97 156,585 20,075 SH   SOLE   20,075 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 2,182,036 6,296 SH   SOLE   6,296 0 0
IMPERIAL OIL LTD COM NEW 453038408 BBG001S5T1N6 773,380 13,523 SH   SOLE   13,523 0 0
INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 BBG00JBBPSP5 127,370 27,100 SH   SOLE   27,100 0 0
INTEL CORP COM 458140100 BBG001S5SF65 764,755 15,219 SH   SOLE   15,219 0 0
INTEL CORP COM 458140100 BBG001S5SF65 43,838 3,600 SH Call SOLE   3,600 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 237,981 1,853 SH   SOLE   1,853 0 0
ISHARES TR US AER DEF ETF 464288760 BBG001SC08P5 2,046,489 16,165 SH   SOLE   16,165 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 BBG001S7RX54 260,474 1,146 SH   SOLE   1,146 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 BBG001S8KJC2 1,679,437 15,802 SH   SOLE   15,802 0 0
LEGACY HOUSING CORP COM 52472M101 BBG00MJDR6K7 3,200,040 126,885 SH   SOLE   126,885 0 0
LESAKA TECHNOLOGIES INC COM NEW 64107N206 BBG001SB4HP3 80,838 24,950 SH   SOLE   24,950 0 0
LISTED FD TR HORIZON KINETICS 53656F623 BBG00YV34KZ7 427,646 13,589 SH   SOLE   13,589 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 3,113,403 6,869 SH   SOLE   6,869 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 1,648,428 7,407 SH   SOLE   7,407 0 0
LSB INDS INC COM 502160104 BBG001S67BF5 834,232 89,606 SH   SOLE   89,606 0 0
MOSAIC CO NEW COM 61945C103 BBG001S7LJN1 726,284 20,327 SH   SOLE   20,327 0 0
MOSAIC CO NEW COM 61945C103 BBG001S7LJN1 2,815 1,000 SH Call SOLE   1,000 0 0
NATIONAL FUEL GAS CO COM 636180101 BBG001S5TLR8 234,796 4,680 SH   SOLE   4,680 0 0
NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR 63900P608 BBG001SH9LZ5 2,608,526 28,182 SH   SOLE   28,182 0 0
NEWMONT CORP COM 651639106 BBG001S5TKX3 92,424 2,233 SH   SOLE   2,233 0 0
NEWMONT CORP COM 651639106 BBG001S5TKX3 15,953 20,200 SH Call SOLE   20,200 0 0
NOBLE CORP PLC ORD SHS A G65431127 BBG018KBK3H7 1,673,704 34,753 SH   SOLE   34,753 0 0
NUTRIEN LTD COM 67077M108 BBG00JM9SM69 237,882 4,223 SH   SOLE   4,223 0 0
NUVEEN ARIZONA QLTY MUN INC COM 67061W104 BBG001S75CC6 668,304 62,400 SH   SOLE   62,400 0 0
NUVEEN QUALITY MUNCP INCOME COM 67066V101 BBG001SCTFM1 368,690 32,200 SH   SOLE   32,200 0 0
ONEOK INC NEW COM 682680103 BBG001S5TWK1 774,807 11,034 SH   SOLE   11,034 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101 BBG006L2SZD6 1,337,836 93,686 SH   SOLE   93,686 0 0
PEABODY ENERGY CORP COM 704551100 BBG00GBV89J5 1,229,668 50,562 SH   SOLE   50,562 0 0
PEABODY ENERGY CORP COM 704551100 BBG00GBV89J5 78,928 16,100 SH Call SOLE   16,100 0 0
PEPSICO INC COM 713448108 BBG001S695T1 226,057 1,331 SH   SOLE   1,331 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 2,403,368 25,546 SH   SOLE   25,546 0 0
PLANET LABS PBC COM CL A 72703X106 BBG00ZCV3Q27 222,809 90,206 SH   SOLE   90,206 0 0
PPG INDS INC COM 693506107 BBG001S5VC13 1,591,096 10,639 SH   SOLE   10,639 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 654,817 4,528 SH   SOLE   4,528 0 0
RAMACO RES INC COM CL B 75134P501 BBG01GHDJBX5 632,584 47,527 SH   SOLE   47,527 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 374,152 426 SH   SOLE   426 0 0
RENN FD INC COM 759720105 BBG001S79BY0 185,193 108,300 SH   SOLE   108,300 0 0
RMR GROUP INC CL A 74967R106 BBG00B6V7CK4 204,668 7,250 SH   SOLE   7,250 0 0
SAN JUAN BASIN RTY TR UNIT BEN INT 798241105 BBG001S5W3M9 144,297 28,405 SH   SOLE   28,405 0 0
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 207,102 664 SH   SOLE   664 0 0
SKY HARBOUR GROUP CORPORATIO COM CL A 83085C107 BBG00Y6DTLD8 467,061 48,350 SH   SOLE   48,350 0 0
SPROTT PHYSICAL GOLD TR UNIT 85207H104 BBG001T66XM9 13,462,746 845,119 SH   SOLE   845,119 0 0
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 BBG001T96GD0 152,429 18,865 SH   SOLE   18,865 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 BBG001STPPK8 243,096 3,978 SH   SOLE   3,978 0 0
ST JOE CO COM 790148100 BBG001S7K9Y2 745,811 12,393 SH   SOLE   12,393 0 0
SUNCOR ENERGY INC NEW COM 867224107 BBG001S5YSF0 10,298,135 321,415 SH   SOLE   321,415 0 0
SUNCOR ENERGY INC NEW COM 867224107 BBG001S5YSF0 220,843 26,400 SH Call SOLE   26,400 0 0
TC ENERGY CORP COM 87807B107 BBG001S5WW27 426,081 10,900 SH   SOLE   10,900 0 0
TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 688,409 16,286 SH   SOLE   16,286 0 0
TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 2,875 500 SH Call SOLE   500 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 BBG00YRJXKC0 808,239 514 SH   SOLE   514 0 0
TIDEWATER INC NEW COM 88642R109 BBG00HBQ36G8 1,113,955 15,448 SH   SOLE   15,448 0 0
TORTOISE MIDSTRM ENERGY FD I COM 89148B200 BBG001SS8R16 3,288,852 94,616 SH   SOLE   94,616 0 0
TRIPLE FLAG PRECIOUS METAL COM 89679M104 BBG00QRZMFT6 193,993 14,575 SH   SOLE   14,575 0 0
UMH PPTYS INC COM 903002103 BBG001S7JRQ3 450,301 29,393 SH   SOLE   29,393 0 0
VALARIS LTD CL A G9460G101 BBG010JW9K58 1,603,509 23,385 SH   SOLE   23,385 0 0
VOX ROYALTY CORP COM 92919F103 BBG00LZQKWN9 377,547 183,275 SH   SOLE   183,275 0 0
WALMART INC COM 931142103 BBG001S5XH92 208,729 1,324 SH   SOLE   1,324 0 0
WARRIOR MET COAL INC COM 93627C101 BBG00GD1JNK4 2,819,984 46,252 SH   SOLE   46,252 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 BBG001S6DSP0 524,386 10,628 SH   SOLE   10,628 0 0