The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AGNICO EAGLE MINES LTD | COM | 008474108 | 788,281 | 3,780 | SH | SOLE | 3,780 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 871,982 | 2,948 | SH | SOLE | 2,948 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 429,912 | 1,460 | SH | SOLE | 1,460 | 0 | 0 | ||
| ALTA EQUIPMENT GROUP INC | COMMON STOCK | 02128L106 | 487,671 | 93,067 | SH | SOLE | 93,067 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 312,314 | 4,141 | SH | SOLE | 4,141 | 0 | 0 | ||
| AMRIZE LTD | SHS | H2927K103 | 899,947 | 16,595 | SH | SOLE | 16,595 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 387,484 | 1,514 | SH | SOLE | 1,514 | 0 | 0 | ||
| ARROW ELECTRS INC | COM | 042735100 | 212,212 | 1,455 | SH | SOLE | 1,455 | 0 | 0 | ||
| ATKORE INC | COM | 047649108 | 365,492 | 5,942 | SH | SOLE | 5,942 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 1,432,600 | 2 | SH | SOLE | 2 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 13,678,942 | 28,656 | SH | SOLE | 28,656 | 0 | 0 | ||
| BOSTON OMAHA CORP | CL A COM STK | 101044105 | 1,255,558 | 101,747 | SH | SOLE | 101,747 | 0 | 0 | ||
| CANADIAN NAT RES LTD MED TER | COM | 136385101 | 5,523,889 | 116,219 | SH | SOLE | 116,219 | 0 | 0 | ||
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | 2,439,936 | 30,897 | SH | SOLE | 30,897 | 0 | 0 | ||
| CELANESE CORP DEL | COM | 150870103 | 202,558 | 3,162 | SH | SOLE | 3,162 | 0 | 0 | ||
| CELANESE CORP DEL | COM | 150870103 | 25,624 | 400 | SH | Call | SOLE | 400 | 0 | 0 | |
| CHEVRON CORPORATION | COM | 166764100 | 256,716 | 1,290 | SH | SOLE | 1,290 | 0 | 0 | ||
| CORPORACION AMER ARPTS S A | COM | L1995B107 | 1,289,646 | 50,259 | SH | SOLE | 50,259 | 0 | 0 | ||
| CRESUD S A C I F Y A | SPONSORED ADR | 226406106 | 654,512 | 52,028 | SH | SOLE | 52,028 | 0 | 0 | ||
| DINE BRANDS GLOBAL INC | COM | 254423106 | 808,860 | 31,720 | SH | SOLE | 31,720 | 0 | 0 | ||
| DINE BRANDS GLOBAL INC | COM | 254423106 | 51,000 | 2,000 | SH | Call | SOLE | 2,000 | 0 | 0 | |
| DORCHESTER MINERALS L P | COM UNIT | 25820R105 | 10,762,002 | 384,769 | SH | SOLE | 384,769 | 0 | 0 | ||
| EAGLE MATLS INC | COM | 26969P108 | 5,407,985 | 28,772 | SH | SOLE | 28,772 | 0 | 0 | ||
| ENBRIDGE INC | COM | 29250N105 | 1,576,144 | 29,107 | SH | SOLE | 29,107 | 0 | 0 | ||
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 1,644,544 | 86,875 | SH | SOLE | 86,875 | 0 | 0 | ||
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 5,854,345 | 155,825 | SH | SOLE | 155,825 | 0 | 0 | ||
| ESAB CORPORATION | COM | 29605J106 | 2,377,800 | 24,172 | SH | SOLE | 24,172 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 490,105 | 3,050 | SH | SOLE | 3,050 | 0 | 0 | ||
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | 775,966 | 3,301 | SH | SOLE | 3,301 | 0 | 0 | ||
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | 33737A108 | 1,449,966 | 8,740 | SH | SOLE | 8,740 | 0 | 0 | ||
| FRANCO NEV CORP | COM | 351858105 | 3,972,547 | 15,413 | SH | SOLE | 15,413 | 0 | 0 | ||
| FRONTVIEW REIT INC | COM | 35922N100 | 542,572 | 34,937 | SH | SOLE | 34,937 | 0 | 0 | ||
| FRP HLDGS INC | COM | 30292L107 | 1,557,149 | 70,587 | SH | SOLE | 70,587 | 0 | 0 | ||
| GLOBAL X FDS | GLBL X MLP ETF | 37954Y343 | 2,706,231 | 50,283 | SH | SOLE | 50,283 | 0 | 0 | ||
| GRUPO AEROPORTUARIO DEL CENT | SPON ADR | 400501102 | 640,264 | 5,485 | SH | SOLE | 5,485 | 0 | 0 | ||
| HAGERTY INC | CL A COM | 405166109 | 287,963 | 26,250 | SH | SOLE | 26,250 | 0 | 0 | ||
| HAWAIIAN ELEC INDS INC MTN B | COM | 419870100 | 177,480 | 11,600 | SH | SOLE | 11,600 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 1,025,510 | 3,188 | SH | SOLE | 3,188 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 5,085,759 | 22,165 | SH | SOLE | 22,165 | 0 | 0 | ||
| IMPERIAL OIL LTD | COM NEW | 453038408 | 920,367 | 7,051 | SH | SOLE | 7,051 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | 3,246,721 | 98,475 | SH | SOLE | 98,475 | 0 | 0 | ||
| KNIFE RIVER CORP | COMMON STOCK | 498894104 | 2,581,676 | 34,930 | SH | SOLE | 34,930 | 0 | 0 | ||
| LAMAR ADVERTISING CO | CL A | 512816109 | 801,579 | 6,280 | SH | SOLE | 6,280 | 0 | 0 | ||
| LEGACY HOUSING CORP | COM | 52472M101 | 1,456,470 | 70,840 | SH | SOLE | 70,840 | 0 | 0 | ||
| LINCOLN ELEC HLDGS INC | COM | 533900106 | 1,010,987 | 4,149 | SH | SOLE | 4,149 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 3,802,266 | 6,105 | SH | SOLE | 6,105 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 1,572,159 | 6,805 | SH | SOLE | 6,805 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 636,458 | 371 | SH | SOLE | 371 | 0 | 0 | ||
| MODIV INDUSTRIAL INC | COM STK CL C | 60784B101 | 2,543,917 | 171,423 | SH | SOLE | 171,423 | 0 | 0 | ||
| MURPHY USA INC | COM | 626755102 | 2,304,052 | 4,586 | SH | SOLE | 4,586 | 0 | 0 | ||
| NATIONAL PRESTO INDS INC | COM | 637215104 | 486,143 | 3,432 | SH | SOLE | 3,432 | 0 | 0 | ||
| NATURAL RESOURCE PARTNERS LP | COM UNIT LTD PAR | 63900P608 | 11,415,088 | 93,192 | SH | SOLE | 93,192 | 0 | 0 | ||
| NEWMONT CORP | COM | 651639106 | 657,384 | 5,764 | SH | SOLE | 5,764 | 0 | 0 | ||
| NEWMONT CORP | COM | 651639106 | 102,645 | 900 | SH | Call | SOLE | 900 | 0 | 0 | |
| NOBLE CORP PLC | ORD SHS A | G65431127 | 204,675 | 4,105 | SH | SOLE | 4,105 | 0 | 0 | ||
| ONEOK INC NEW | COM | 682680103 | 4,704,359 | 53,277 | SH | SOLE | 53,277 | 0 | 0 | ||
| OR ROYALTIES INC. | COM SHS | 68390D106 | 1,973,552 | 49,008 | SH | SOLE | 49,008 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 383,247 | 3,621 | SH | SOLE | 3,621 | 0 | 0 | ||
| PEABODY ENGR CORP | COM | 704551100 | 315,867 | 9,412 | SH | SOLE | 9,412 | 0 | 0 | ||
| PENSKE AUTOMOTIVE GRP INC | COM | 70959W103 | 1,381,843 | 9,253 | SH | SOLE | 9,253 | 0 | 0 | ||
| PHILLIPS 66 | COM | 718546104 | 353,653 | 2,007 | SH | SOLE | 2,007 | 0 | 0 | ||
| PURSUIT ATTRACTIONS AND HOSP | COM | 92552R406 | 593,694 | 15,727 | SH | SOLE | 15,727 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 1,474,498 | 11,629 | SH | SOLE | 11,629 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 12,680 | 100 | SH | Call | SOLE | 100 | 0 | 0 | |
| REXFORD INDL RLTY INC | COM | 76169C100 | 1,200,567 | 36,249 | SH | SOLE | 36,249 | 0 | 0 | ||
| ROYAL GOLD INC | COM | 780287108 | 4,469,700 | 17,019 | SH | SOLE | 17,019 | 0 | 0 | ||
| ROYAL GOLD INC | COM | 780287108 | 26,263 | 100 | SH | Call | SOLE | 100 | 0 | 0 | |
| SAN JUAN BASIN RTY TR | UNIT BEN INT | 798241105 | 252,791 | 53,900 | SH | SOLE | 53,900 | 0 | 0 | ||
| SKY HARBOUR GROUP CORPORATIO | *W EXP 01/25/202 | 83085C115 | 14,053 | 18,250 | SH | SOLE | 18,250 | 0 | 0 | ||
| SKY HARBOUR GROUP CORPORATIO | COM CL A | 83085C107 | 2,706,650 | 271,752 | SH | SOLE | 271,752 | 0 | 0 | ||
| SOLSTICE ADVANCED MATLS INC | COM SHS | 83443Q103 | 1,172,206 | 15,339 | SH | SOLE | 15,339 | 0 | 0 | ||
| SPDR SERIES TRUST | STATE STREET SPD | 78464A631 | 1,286,219 | 4,955 | SH | SOLE | 4,955 | 0 | 0 | ||
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 | 19,420,050 | 548,744 | SH | SOLE | 548,744 | 0 | 0 | ||
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | 85207K107 | 399,983 | 16,970 | SH | SOLE | 16,970 | 0 | 0 | ||
| SPROTT INC | COM NEW | 852066208 | 512,267 | 3,638 | SH | SOLE | 3,638 | 0 | 0 | ||
| SS&C TECH HLDGS | COM | 78467J100 | 236,695 | 3,464 | SH | SOLE | 3,464 | 0 | 0 | ||
| ST JOE CO | COM | 790148100 | 933,600 | 14,330 | SH | SOLE | 14,330 | 0 | 0 | ||
| SUNCOR ENERGY INC NEW | COM | 867224107 | 8,891,689 | 134,927 | SH | SOLE | 134,927 | 0 | 0 | ||
| TC ENERGY CORP | COM | 87807B107 | 547,620 | 8,643 | SH | SOLE | 8,643 | 0 | 0 | ||
| TD SYNNEX CORPORATION | COM | 87162W100 | 700,576 | 3,748 | SH | SOLE | 3,748 | 0 | 0 | ||
| TORTOISE ENERGY INFRSTRCTR C | COM | 89147L886 | 4,837,771 | 103,971 | SH | SOLE | 103,971 | 0 | 0 | ||
| TRANSPORTADORA DE GAS DEL SU | SPONSORED ADS B | 893870204 | 2,161,584 | 61,200 | SH | SOLE | 61,200 | 0 | 0 | ||
| TRIMBLE INC | COM | 896239100 | 1,187,268 | 18,232 | SH | SOLE | 18,232 | 0 | 0 | ||
| TRIPLE FLAG PRECIOUS METAL | COM | 89679M104 | 585,816 | 16,359 | SH | SOLE | 16,359 | 0 | 0 | ||
| UMH PPTYS INC | COM | 903002103 | 334,841 | 22,950 | SH | SOLE | 22,950 | 0 | 0 | ||
| VALARIS LTD | CL A | G9460G101 | 1,400,011 | 14,280 | SH | SOLE | 14,280 | 0 | 0 | ||
| VANECK MERK GOLD ETF | GOLD SHS | 921078101 | 3,255,194 | 72,402 | SH | SOLE | 72,402 | 0 | 0 | ||
| VERALTO CORP | COM SHS | 92338C103 | 310,939 | 3,533 | SH | SOLE | 3,533 | 0 | 0 | ||
| VOX ROYALTY CORP | COM | 92919F103 | 884,690 | 168,192 | SH | SOLE | 168,192 | 0 | 0 | ||
| WARRIOR MET COAL INC | COM | 93627C101 | 236,276 | 2,490 | SH | SOLE | 2,490 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 766,872 | 2,764 | SH | SOLE | 2,764 | 0 | 0 | ||
| WHEATON PRECIOUS METALS CORP | COM | 962879102 | 766,863 | 5,657 | SH | SOLE | 5,657 | 0 | 0 | ||
| WP CAREY INC | COM | 92936U109 | 2,878,353 | 40,973 | SH | SOLE | 40,973 | 0 | 0 | ||