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
ACTIVISION BLIZZARD INC COM 00507V109   2,102,695 24,943 SH   SOLE   24,943 0 0
BANK AMERICA CORP COM 060505104   4,366,331 152,190 SH   SOLE   152,190 0 0
BARRICK GOLD CORP COM 067901108   544,384 32,155 SH   SOLE   32,155 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   1,035,620 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   15,800,576 46,336 SH   SOLE   46,336 0 0
BUNGE LIMITED COM G16962105   9,885,238 104,772 SH   SOLE   104,772 0 0
CATO CORP NEW CL A 149205106   5,952,655 741,302 SH   SOLE   741,302 0 0
CENTURY ALUM CO COM 156431108   593,614 68,075 SH   SOLE   68,075 0 0
CHEVRON CORP NEW COM 166764100   5,099,871 32,411 SH   SOLE   32,411 0 0
CORNING INC COM 219350105   5,637,095 160,876 SH   SOLE   160,876 0 0
CYTEIR THERAPEUTICS INC COM 23284P103   373,721 143,739 SH   SOLE   143,739 0 0
DUKE ENERGY CORP NEW COM NEW 26441C105   323,064 3,600 SH   SOLE   3,600 0 0
LILLY ELI & CO COM 532457108   3,673,520 7,833 SH   SOLE   7,833 0 0
ENBRIDGE INC COM 29250N105   1,726,361 46,470 SH   SOLE   46,470 0 0
EXXON MOBIL CORP COM 30231G102   204,633 1,908 SH   SOLE   1,908 0 0
FORD MTR CO DEL COM 345370860   240,567 15,900 SH   SOLE   15,900 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,383,000 34,575 SH   SOLE   34,575 0 0
GRAPHITE BIO INC COM 38870X104   338,000 130,000 SH   SOLE   130,000 0 0
HILLENBRAND INC COM 431571108   2,207,809 43,054 SH   SOLE   43,054 0 0
HP INC COM 40434L105   1,566,671 51,015 SH   SOLE   51,015 0 0
IES HLDGS INC COM 44951W106   333,089 5,856 SH   SOLE   5,856 0 0
JPMORGAN CHASE & CO COM 46625H100   1,731,754 11,907 SH   SOLE   11,907 0 0
MERCHANTS BANCORP IND COM 58844R108   258,998 10,125 SH   SOLE   10,125 0 0
MICROSOFT CORP COM 594918104   8,338,462 24,486 SH   SOLE   24,486 0 0
OCCIDENTAL PETE CORP COM 674599105   9,633,028 163,827 SH   SOLE   163,827 0 0
PATRICK INDS INC COM 703343103   1,135,520 14,194 SH   SOLE   14,194 0 0
RICHARDSON ELECTRS LTD COM 763165107   2,766,902 167,691 SH   SOLE   167,691 0 0
SUNCOR ENERGY INC NEW COM 867224107   3,793,568 129,385 SH   SOLE   129,385 0 0
TECK RESOURCES LTD CL B 878742204   597,778 14,199 SH   SOLE   14,199 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,734,170 46,630 SH   SOLE   46,630 0 0
OCCIDENTAL PETE CORP star W EXP 08/03/202 674599162   334,611 8,966 SH   SOLE   8,966 0 0
ABRDN ETFS BBG INDUSTRL MET 003261609   299,388 13,851 SH   SOLE   13,851 0 0
ABRDN ETFS BBRG ALL COMD K1 003261104   3,364,079 166,869 SH   SOLE   166,869 0 0