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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACLARIS THERAPEUTICS INC COM 00461U105 4,955,307 936,731 SH SOLE 936,731 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101 3,518,220 195,892 SH SOLE 195,892 0 0
AN2 THEREAPEUTICS INC COM 373261056 1,778,385 367,435 SH SOLE 367,435 0 0
ATEA PHARMACEUTICALS INC COM 04683R106 410,037 88,180 SH SOLE 88,180 0 0
BANK AMERICA CORP COM 060505104 5,800,735 101,803 SH SOLE 101,803 0 0
BANK MONTREAL QUE COM 063671101 300,390 1,700 SH SOLE 1,700 0 0
BERKSHIRE HATHAWAY INC DEL COM 084670108 1,497,700 2 SH SOLE 2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,770,188 41,508 SH SOLE 41,508 0 0
BUNGE LIMITED COM H11356104 7,111,847 66,634 SH SOLE 66,634 0 0
CATO CORP NEW COM 149205106 3,790,755 1,169,986 SH SOLE 1,169,986 0 0
CENTURY ALUM CO COM 156431108 2,392,290 51,995 SH SOLE 51,995 0 0
CHEVRON CORP NEW COM 166764100 4,330,149 26,123 SH SOLE 26,123 0 0
DUKE ENERGY CORP NEW COM NEW 26441C105 455,688 3,600 SH SOLE 3,600 0 0
LILLY ELI & CO COM 532457108 10,803,266 9,007 SH SOLE 9,007 0 0
ENBRIDGE INC COM 29250N105 2,137,229 39,425 SH SOLE 39,425 0 0
FORD MTR CO DEL COM 345370860 382,250 27,500 SH SOLE 27,500 0 0
FREEPORT-MCMORAN INC COM 35671D857 3,032,493 48,219 SH SOLE 48,219 0 0
GE VERNOVA INC COM 36828A101 390,054 332 SH SOLE 332 0 0
GENERAL ELECTRIC CO COM 369604103 467,536 1,251 SH SOLE 1,251 0 0
GLENCORE PLC UNSP ADR 37827X100 4,502,474 330,821 SH SOLE 330,821 0 0
HURCO CO COM 447324104 313,639 13,699 SH SOLE 13,699 0 0
IMAGENEBIO INC COM 45175G207 106,932 18,124 SH SOLE 18,124 0 0
ISHARES TR MSCI JP VALUE ETF 46435U374 2,896,184 65,880 SH SOLE 65,880 0 0
ISHARES TR RUS MDCP VAL ETF 464287473 6,524,744 39,640 SH SOLE 39,640 0 0
JPMORGAN CHASE & CO COM 46625H100 3,692,937 11,282 SH SOLE 11,282 0 0
LKQ CORP COM 501889208 4,157,981 157,918 SH SOLE 157,918 0 0
MERCHANTS BANCORP IND COM 58844R108 506,250 10,125 SH SOLE 10,125 0 0
MICROSOFT CORP COM 594918104 7,476,813 20,044 SH SOLE 20,044 0 0
MOLINA HEALTHCARE INC COM 60855R100 2,856,692 12,491 SH SOLE 12,491 0 0
OCCIDENTAL PETE CORP COM 674599105 6,474,575 133,304 SH SOLE 133,304 0 0
ONKURE THERAPEUTICS INC COM CL A 68277Q105 181,803 39,869 SH SOLE 39,869 0 0
PMV PHARMACEUTICALS INC COM 69353Y103 626,359 467,432 SH SOLE 467,432 0 0
PATRICK INDS INC COM 703343103 1,221,906 13,610 SH SOLE 13,610 0 0
RICHARDSON ELECTRS LTD COM 763165107 1,786,351 93,969 SH SOLE 93,969 0 0
SIRIUS XM HOLDINGS INC COMMON STOCK 829933100 3,372,936 114,182 SH SOLE 114,182 0 0
SUNCOR ENERGY INC NEW COM 867224107 5,489,800 102,269 SH SOLE 102,269 0 0
TECTONIC THERAPEUTIC INC COM 878972108 1,264,897 36,797 SH SOLE 36,797 0 0
ZIFF DAVIS INC COM 48123V102 2,156,178 41,172 SH SOLE 41,172 0 0
ABRDN ETFS BBRG ALL COMD K1 003261104 3,162,808 141,576 SH SOLE 141,576 0 0