ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 482770 3848 SH SOLE 3848 0 0 CUSTOMERS BANCORP INC COM 23204G100 340109 4900 SH SOLE 4900 0 0 ECOVYST INC COM 27923Q109 28250642 2196784 SH SOLE 2094529 0 102255 IMAX CORP COM 45245E109 5712599 150292 SH SOLE 141469 0 8823 WEDBUSH SER TR DAN IVES WEDBUSH 947913109 326255 11500 SH SOLE 11500 0 0 LUXFER HLDGS PLC SHS G5698W116 4167679 342174 SH SOLE 319577 0 22597 VANECK ETF TRU ST PREFERRED SECURT 92189F429 176435 10059 SH SOLE 10059 0 0 POSTAL REALTY TRU ST INC CL A 73757R102 303738 16374 SH SOLE 16374 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1300065 42375 SH SOLE 42375 0 0 ISHARES TR 0-3 MNTH TREASRY 46436E718 67054867 666152 SH SOLE 625840 0 40311 SHELL PLC SPON ADS 780259305 895590 9630 SH SOLE 9630 0 0 AMAZON COM INC COM 023135106 538065 2583 SH SOLE 2583 0 0 ANDERSONS INC COM 034164103 6909471 96259 SH SOLE 88570 0 7689 AVIAT NETWORKS INC COM NEW 05366Y201 11972741 529533 SH SOLE 505780 0 23753 CAMTEK LTD ORD M20791105 13894905 91649 SH SOLE 87010 0 4639 CHECK POINT SOFTWARE TECH LT ORD M22465104 845958 5922 SH SOLE 5922 0 0 CERAGON NETWORKS LTD ORD M22013102 10484964 4854150 SH SOLE 4674842 0 179308 CISCO SYS INC COM 17275R102 595327 7675 SH SOLE 7675 0 0 EAST WEST BANCORP INC COM 27579R104 4973521 46586 SH SOLE 44733 0 1853 EZCORP INC CL A NON VTG 302301106 18800768 740771 SH SOLE 703263 0 37508 GILAT SATELLITE NETWORKS LTD SHS NEW M51474118 9104959 606189 SH SOLE 576121 0 30068 ALPHABET INC CAP STK CL A 02079K305 482238 1677 SH SOLE 1677 0 0 ISHARES TR S&P SML 600 GWT 464287887 202594 1400 SH SOLE 1400 0 0 INTEL CORP COM 458140100 220650 5000 SH SOLE 5000 0 0 INNOSPEC INC COM 45768S105 10812217 148072 SH SOLE 141332 0 6740 LIBERTY GLOBAL LTD COM CL A G61188101 28307756 2341419 SH SOLE 2245611 0 95808 LIBERTY GLOBAL LTD COM CL C G61188127 5123148 436756 SH SOLE 413683 0 23073 LIMONEIRA CO COM 532746104 7757552 578059 SH SOLE 550948 0 27111 MICROSOFT CORP COM 594918104 1480680 4000 SH SOLE 4000 0 0 MATRIX SVC CO COM 576853105 6002180 522838 SH SOLE 497922 0 24916 NWPX INFRASTRUCTURE INC COM 667746101 13800296 177245 SH SOLE 166993 0 10252 PURE CYCLE CORP COM NEW 746228303 4292471 426687 SH SOLE 411807 0 14880 INVESCO EXCH TRA DED FD TR II NASDAQ 100 ETF 46138G649 266134 1120 SH SOLE 1120 0 0 RIBBON COMMUNICATIONS INC COM 762544104 2983217 1407178 SH SOLE 1345095 0 62083 RICHARDSON ELECTRS LTD COM 763165107 7358378 671998 SH SOLE 646682 0 25316 GIBRALTAR INDS INC COM 374689107 19931930 499923 SH SOLE 476750 0 23173 ORIGIN AGRITECH LIMITED SHS NEW G67828205 25155 19500 SH SOLE 19500 0 0 SIGA TECHNOLOGIES INC COM 826917106 4764164 890498 SH SOLE 860020 0 30478 SILICOM LTD ORD M84116108 6660046 315642 SH SOLE 300498 0 15144 SIRIUSXM HOLDINGS INC COMMON STOCK 829933100 1148950 49781 SH SOLE 45531 0 4250 TETRA TECH INC NEW COM 88162G103 647580 21500 SH SOLE 21500 0 0 ABBOTT LABORATORIES COM 002824100 356778 3475 SH SOLE 3475 0 0 FEDERAL AGRIC MTG CORP CL C 313148306 4016845 27076 SH SOLE 26329 0 747 BANK AMERICA CORP COM 060505104 534398 10962 SH SOLE 10962 0 0 SPDR SERIES TRU ST STATE STREET SPD 78468R663 9841302 107390 SH SOLE 94837 0 12553 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8769839 18301 SH SOLE 18301 0 0 CITIGROUP INC COM NEW 172967424 235666 2078 SH SOLE 2078 0 0 COMMERCIAL METALS CO COM 201723103 399295 6500 SH SOLE 6500 0 0 CRAWFORD & CO CL A 224633206 3465522 347595 SH SOLE 335014 0 12581 CRAWFORD & CO CL B 224633107 1470604 145030 SH SOLE 138460 0 6570 CHEVRON CORPORATION COM 166764100 352765 1705 SH SOLE 1705 0 0 QUEST DIAGNOSTICS INC COM 74834L100 460553 2350 SH SOLE 2350 0 0 GE AEROSPACE COM NEW 369604301 885930 3122 SH SOLE 3122 0 0 GE VERNOVA INC COM 36828A101 416373 477 SH SOLE 477 0 0 HOME DEPOT INC COM 437076102 435779 1325 SH SOLE 1325 0 0 HUNTSMAN CORP COM 447011107 13552534 1018221 SH SOLE 984011 0 34210 ISHARES TR U.S. MED DVC ETF 464288810 602663 11300 SH SOLE 11300 0 0 ISHARES TR CORE S&P500 ETF 464287200 295269 452 SH SOLE 452 0 0 ISHARES TR US TRSPRTION 464287192 417760 5600 SH SOLE 5600 0 0 JACOBS SOLUTIONS INC COM 46982L108 385022 3025 SH SOLE 3025 0 0 JEFFERIES FINANCIAL GROUP IN COM 47233W109 2180212 52828 SH SOLE 50746 0 2082 JOHNSON & JOHNSON COM 478160104 556834 2278 SH SOLE 2278 0 0 JPMORGAN CHASE & CO COM 46625H100 292101 993 SH SOLE 993 0 0 COCA COLA CO COM 191216100 228150 3000 SH SOLE 3000 0 0 MILLER INDS INC TENN COM NEW 600551204 13621090 299036 SH SOLE 286585 0 12451 MARATHON PETE CORP COM 56585A102 1168645 4786 SH SOLE 4786 0 0 MERCK & CO INC COM 58933Y105 222897 1853 SH SOLE 1853 0 0 MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 2083068 743953 SH SOLE 714562 0 29391 ORION GROUP HLDGS INC COM 68628V308 5757467 528208 SH SOLE 485876 0 42332 PFIZER INC COM 717081103 227083 8087 SH SOLE 8087 0 0 PROCTER & GAMBLE CO COM 742718109 287436 1990 SH SOLE 1990 0 0 SANDRIDGE ENERGY INC COM NEW 80007P869 22962246 1407863 SH SOLE 1337924 0 69939 ISHARES TR TRUST ISHARE 0-1 464288679 914357 8282 SH SOLE 0 0 8282 CONSTELLATION BRANDS INC CL A 21036P108 339000 2260 SH SOLE 2260 0 0 TUTOR PERINI CORP COM 901109108 7779594 100785 SH SOLE 95964 0 4821 TRI POINTE HOMES INC COM 87265H109 20864104 446482 SH SOLE 424897 0 21585 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 830607 3050 SH SOLE 3050 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 916335 1533 SH SOLE 1533 0 0 VITESSE ENERGY INC COMMON STOCK 92852X103 2391302 131679 SH SOLE 122403 0 9276 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 385060 2600 SH SOLE 2600 0 0 SELECT SECTOR SPDR TR STATE STREET COM 81369Y852 388010 3500 SH SOLE 3500 0 0 SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605 590151 11950 SH SOLE 11950 0 0 SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 1049910 7900 SH SOLE 7900 0 0 SELECT SECTOR SPDR TR STATE STREET CON 81369Y407 1263732 11596 SH SOLE 11596 0 0 EXXON MOBIL CORP COM 30231G102 282484 1665 SH SOLE 1665 0 0