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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 850 4,281 SH   SOLE 0 4,281 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 277 939 SH   SOLE 0 939 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 351 600 SH   SOLE 0 600 0 0
AEGON N V NY REGISTRY SHS 007924103 21,871 5,295,749 SH   SOLE 0 5,295,749 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 45,136 2,295,841 SH   SOLE 0 2,295,841 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 24,432 107,736 SH   SOLE 0 107,736 0 0
ALLEGHANY CORP MD COM 017175100 32,901 49,321 SH   SOLE 0 49,321 0 0
ALLY FINL INC COM 02005N100 49,917 1,001,537 SH   SOLE 0 1,001,537 0 0
ALPHABET INC CAP STK CL A 02079K305 252 103 SH   SOLE 0 103 0 0
ALPHABET INC CAP STK CL C 02079K107 318 127 SH   SOLE 0 127 0 0
AMAZON COM INC COM 023135106 492 143 SH   SOLE 0 143 0 0
AMERICAN EXPRESS CO COM 025816109 10,495 63,519 SH   SOLE 0 63,519 0 0
ANDERSONS INC COM 034164103 28,252 925,399 SH   SOLE 0 925,399 0 0
APPLE INC COM 037833100 1,947 14,214 SH   SOLE 0 14,214 0 0
ARDAGH GROUP S A CL A L0223L101 35,762 1,458,484 SH   SOLE 0 1,458,484 0 0
ARDMORE SHIPPING CORP COM Y0207T100 9,203 2,180,857 SH   SOLE 0 2,180,857 0 0
AT&T INC COM 00206R102 311 10,796 SH   SOLE 0 10,796 0 0
AUTONATION INC COM 05329W102 35,426 373,654 SH   SOLE 0 373,654 0 0
AUTOZONE INC COM 053332102 29,176 19,552 SH   SOLE 0 19,552 0 0
BANK NEW YORK MELLON CORP COM 064058100 26,262 512,634 SH   SOLE 0 512,634 0 0
BAUSCH HEALTH COS INC COM 071734107 32,185 1,097,715 SH   SOLE 0 1,097,715 0 0
BEACON ROOFING SUPPLY INC COM 073685109 4,567 85,774 SH   SOLE 0 85,774 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 11,302 27 SH   SOLE 0 27 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 75,746 272,547 SH   SOLE 0 272,547 0 0
BK OF AMERICA CORP COM 060505104 345 8,372 SH   SOLE 0 8,372 0 0
BRIGHTHOUSE FINL INC COM 10922N103 23,185 509,114 SH   SOLE 0 509,114 0 0
BRIGHTSPIRE CAPITAL INC COM CL A ADDED 10949T109 2,369 252,052 SH   SOLE 0 252,052 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 37,821 741,886 SH   SOLE 0 741,886 0 0
BROOKFIELD PPTY REIT INC CL A 11282X103 389 20,571 SH   SOLE 0 20,571 0 0
CENTRAL VY CMNTY BANCORP COM 155685100 14,081 698,810 SH   SOLE 0 698,810 0 0
CHEMOURS CO COM 163851108 28,478 818,324 SH   SOLE 0 818,324 0 0
CHEVRON CORP NEW COM 166764100 305 2,915 SH   SOLE 0 2,915 0 0
CLEARWATER PAPER CORP COM 18538R103 15,976 551,462 SH   SOLE 0 551,462 0 0
CNA FINL CORP COM 126117100 43,134 948,199 SH   SOLE 0 948,199 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 18,082 304,814 SH   SOLE 0 304,814 0 0
COLFAX CORP COM 194014106 3,943 86,081 SH   SOLE 0 86,081 0 0
COMCAST CORP NEW CL A 20030N101 26,220 459,842 SH   SOLE 0 459,842 0 0
CONSOLIDATED COMM HLDGS INC COM 209034107 34,037 3,872,233 SH   SOLE 0 3,872,233 0 0
COSTCO WHSL CORP NEW COM 22160K105 319 807 SH   SOLE 0 807 0 0
COVETRUS INC COM 22304C100 5,961 220,773 SH   SOLE 0 220,773 0 0
CROWN HLDGS INC COM 228368106 23,829 233,142 SH   SOLE 0 233,142 0 0
DARLING INGREDIENTS INC COM 237266101 9,247 136,994 SH   SOLE 0 136,994 0 0
DIGITALBRIDGE GROUP INC CL A COM ADDED 25401T108 23,912 3,026,801 SH   SOLE 0 3,026,801 0 0
DIMENSIONAL ETF TRUST US EQUITY ETF ADDED 25434V401 350 7,424 SH   SOLE 0 7,424 0 0
DISCOVERY INC COM SER C 25470F302 24,951 860,987 SH   SOLE 0 860,987 0 0
DISNEY WALT CO COM 254687106 436 2,482 SH   SOLE 0 2,482 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100 15,800 478,800 SH   SOLE 0 478,800 0 0
DORIAN LPG LTD SHS USD Y2106R110 7,359 521,160 SH   SOLE 0 521,160 0 0
DUPONT DE NEMOURS INC COM 26614N102 30,009 387,661 SH   SOLE 0 387,661 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 9,322 355,795 SH   SOLE 0 355,795 0 0
FEDEX CORP COM 31428X106 21,856 73,262 SH   SOLE 0 73,262 0 0
FLAGSTAR BANCORP INC COM PAR .001 337930705 7,054 166,885 SH   SOLE 0 166,885 0 0
FRANKLIN STR PPTYS CORP COM 35471R106 9,547 1,815,043 SH   SOLE 0 1,815,043 0 0
GABELLI GLOBAL SMALL & MID C COM 36249W104 3,044 190,276 SH   SOLE 0 190,276 0 0
GILEAD SCIENCES INC COM 375558103 39,546 574,296 SH   SOLE 0 574,296 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 28,899 76,143 SH   SOLE 0 76,143 0 0
GREAT LAKES DREDGE & DOCK CO COM 390607109 7,005 479,462 SH   SOLE 0 479,462 0 0
GREEN PLAINS INC COM 393222104 24,673 733,864 SH   SOLE 0 733,864 0 0
GREEN PLAINS INC NOTE 4.125% 9/0 393222AF1 561 473,000 SH   SOLE 0 473,000 0 0
GREIF INC CL A 397624107 23,346 385,558 SH   SOLE 0 385,558 0 0
GREIF INC CL B 397624206 1,067 18,080 SH   SOLE 0 18,080 0 0
HOME DEPOT INC COM 437076102 356 1,117 SH   SOLE 0 1,117 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 7,904 52,903 SH   SOLE 0 52,903 0 0
ISHARES TR CORE S&P SCP ETF 464287804 945 8,364 SH   SOLE 0 8,364 0 0
ISHARES TR MSCI EAFE ETF 464287465 211 2,676 SH   SOLE 0 2,676 0 0
ISHARES TR RUS MDCP VAL ETF 464287473 912 7,931 SH   SOLE 0 7,931 0 0
ISHARES TR RUS MID CAP ETF 464287499 2,658 33,548 SH   SOLE 0 33,548 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 911 3,972 SH   SOLE 0 3,972 0 0
ISHARES TR S&P MC 400GR ETF 464287606 597 7,376 SH   SOLE 0 7,376 0 0
ISTAR INC COM 45031U101 31,517 1,520,363 SH   SOLE 0 1,520,363 0 0
ITERIS INC NEW COM 46564T107 3,659 550,239 SH   SOLE 0 550,239 0 0
JEFFERIES FINL GROUP INC COM 47233W109 58,177 1,701,081 SH   SOLE 0 1,701,081 0 0
JOHNSON & JOHNSON COM 478160104 23,564 143,035 SH   SOLE 0 143,035 0 0
JPMORGAN CHASE & CO COM 46625H100 50,305 323,422 SH   SOLE 0 323,422 0 0
KIMCO RLTY CORP COM 49446R109 1,827 87,630 SH   SOLE 0 87,630 0 0
KROGER CO COM 501044101 31,152 813,155 SH   SOLE 0 813,155 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 130 771 SH   SOLE 0 771 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 468 2,696 SH   SOLE 0 2,696 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 31 1,123 SH   SOLE 0 1,123 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 32,933 1,217,946 SH   SOLE 0 1,217,946 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 3 190 SH   SOLE 0 190 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 17,924 1,271,185 SH   SOLE 0 1,271,185 0 0
LIBERTY LATIN AMERICA LTD NOTE 2.000% 7/1 53069QAB5 938 923,000 SH   SOLE 0 923,000 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 142 3,039 SH   SOLE 0 3,039 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 366 7,880 SH   SOLE 0 7,880 0 0
LIBERTY MEDIA CORP DEL COM SER A FRMLA 531229870 33 784 SH   SOLE 0 784 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 236 4,899 SH   SOLE 0 4,899 0 0
LOEWS CORP COM 540424108 25,800 472,104 SH   SOLE 0 472,104 0 0
LUMEN TECHNOLOGIES INC COM 550241103 23,288 1,713,620 SH   SOLE 0 1,713,620 0 0
MCDONALDS CORP COM 580135101 535 2,318 SH   SOLE 0 2,318 0 0
MERCK & CO INC COM 58933Y105 2,249 28,915 SH   SOLE 0 28,915 0 0
METLIFE INC COM 59156R108 37,953 634,142 SH   SOLE 0 634,142 0 0
MICROSOFT CORP COM 594918104 966 3,565 SH   SOLE 0 3,565 0 0
MOLINA HEALTHCARE INC COM 60855R100 217 856 SH   SOLE 0 856 0 0
NEUBERGER BERMAN MLP & ENERG COM 64129H104 17,288 3,457,662 SH   SOLE 0 3,457,662 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 19,112 1,734,334 SH   SOLE 0 1,734,334 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 38,502 260,360 SH   SOLE 0 260,360 0 0
OAKTREE SPECIALTY LENDING CO COM 67401P108 39,301 5,874,574 SH   SOLE 0 5,874,574 0 0
O-I GLASS INC COM 67098H104 39,124 2,395,848 SH   SOLE 0 2,395,848 0 0
OLD NATL BANCORP IND COM 680033107 21,303 1,209,712 SH   SOLE 0 1,209,712 0 0
ORGANON & CO COMMON STOCK ADDED 68622V106 24,174 798,867 SH   SOLE 0 798,867 0 0
PARK-OHIO HLDGS CORP COM 700666100 22,352 695,449 SH   SOLE 0 695,449 0 0
PBF ENERGY INC CL A 69318G106 18,979 1,240,435 SH   SOLE 0 1,240,435 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 38,020 503,643 SH   SOLE 0 503,643 0 0
PEOPLES BANCORP INC COM 709789101 12,536 423,213 SH   SOLE 0 423,213 0 0
PERDOCEO ED CORP COM 71363P106 11,850 965,797 SH   SOLE 0 965,797 0 0
PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 13,875 751,239 SH   SOLE 0 751,239 0 0
PREMIER FINL BANCORP INC COM 74050M105 443 26,299 SH   SOLE 0 26,299 0 0
PROSPERITY BANCSHARES INC COM 743606105 28,711 399,870 SH   SOLE 0 399,870 0 0
QUIDEL CORP COM 74838J101 2,253 17,588 SH   SOLE 0 17,588 0 0
REDWOOD TR INC COM 758075402 26 2,180 SH   SOLE 0 2,180 0 0
REDWOOD TR INC NOTE 4.750% 8/1 758075AC9 9,487 9,309,000 SH   SOLE 0 9,309,000 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 3,150 50,532 SH   SOLE 0 50,532 0 0
RESOLUTE FST PRODS INC COM 76117W109 15,594 1,181,358 SH   SOLE 0 1,181,358 0 0
RUSH ENTERPRISES INC CL A 781846209 11,931 275,928 SH   SOLE 0 275,928 0 0
RUSH ENTERPRISES INC CL B 781846308 15,839 415,276 SH   SOLE 0 415,276 0 0
SCORPIO TANKERS INC NOTE 3.000% 5/1 80918TAB5 2,666 2,644,000 SH   SOLE 0 2,644,000 0 0
SCORPIO TANKERS INC SHS Y7542C130 2,709 122,878 SH   SOLE 0 122,878 0 0
SEABOARD CORP DEL COM 811543107 14,090 3,642 SH   SOLE 0 3,642 0 0
SEACOR MARINE HLDGS INC COM 78413P101 1,727 391,696 SH   SOLE 0 391,696 0 0
SIERRA BANCORP COM 82620P102 12,586 494,536 SH   SOLE 0 494,536 0 0
SIRIUSPOINT LTD COM G8192H106 19,863 1,972,489 SH   SOLE 0 1,972,489 0 0
SOUTH ST CORP COM 840441109 24,406 298,513 SH   SOLE 0 298,513 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 591 1,380 SH   SOLE 0 1,380 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 39,865 1,759,278 SH   SOLE 0 1,759,278 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 23,779 354,968 SH   SOLE 0 354,968 0 0
TENNECO INC CL A VTG COM STK 880349105 25,288 1,308,924 SH   SOLE 0 1,308,924 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 20,885 2,109,562 SH   SOLE 0 2,109,562 0 0
TEXAS INSTRS INC COM 882508104 218 1,134 SH   SOLE 0 1,134 0 0
TRAVELERS COMPANIES INC COM 89417E109 6,601 44,095 SH   SOLE 0 44,095 0 0
UNITED NAT FOODS INC COM 911163103 30,782 832,407 SH   SOLE 0 832,407 0 0
UNITED STATES CELLULAR CORP COM 911684108 32,526 895,799 SH   SOLE 0 895,799 0 0
VALERO ENERGY CORP COM 91913Y100 51,108 654,555 SH   SOLE 0 654,555 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637 425 2,117 SH   SOLE 0 2,117 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 643 6,315 SH   SOLE 0 6,315 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 378 1,697 SH   SOLE 0 1,697 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 30,938 552,176 SH   SOLE 0 552,176 0 0
VISA INC COM CL A 92826C839 366 1,567 SH   SOLE 0 1,567 0 0
VORNADO RLTY TR SH BEN INT 929042109 22,240 476,534 SH   SOLE 0 476,534 0 0
VSE CORP COM 918284100 7,995 161,483 SH   SOLE 0 161,483 0 0
WASHINGTON PRIME GROUP NEW COM 93964W405 974 448,919 SH   SOLE 0 448,919 0 0
WELLS FARGO CO NEW COM 949746101 16,170 357,025 SH   SOLE 0 357,025 0 0
WESTROCK CO COM 96145D105 37,911 712,339 SH   SOLE 0 712,339 0 0
WIDEOPENWEST INC COM 96758W101 47,230 2,280,540 SH   SOLE 0 2,280,540 0 0