The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
ALLEGHANY CORP MD | COM | 017175100 | 7,751 | 9,234 | SH | SOLE | 9,234 | 0 | 0 | ||
AVALARA INC | COM | 05338G106 | 17,095 | 186,221 | SH | SOLE | 186,221 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 13,075 | 48,968 | SH | SOLE | 48,968 | 0 | 0 | ||
CARROLS RESTAURANT GROUP INC | COM | 14574X104 | 474 | 291,034 | SH | SOLE | 291,034 | 0 | 0 | ||
FARMER BROS CO | COM | 307675108 | 4,656 | 992,826 | SH | SOLE | 992,826 | 0 | 0 | ||
GRIFFON CORP | COM | 398433102 | 1,660 | 56,226 | SH | SOLE | 56,226 | 0 | 0 | ||
HILTON GRAND VACATIONS INC | COM | 43283X105 | 13,147 | 399,738 | SH | SOLE | 399,738 | 0 | 0 | ||
INDEPENDENCE HOLDINGS CORP | UNIT 03/02/2026 | G4761A119 | 8,436 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
KIRBY CORP | COM | 497266106 | 38,011 | 625,494 | SH | SOLE | 625,494 | 0 | 0 | ||
PZENA INVT MGMT INC | CLASS A | 74731Q103 | 1,336 | 140,981 | SH | SOLE | 140,981 | 0 | 0 | ||
SERITAGE GROWTH PPTYS | CL A | 81752R100 | 4,208 | 466,493 | SH | SOLE | 466,493 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 406 | 1,136 | SH | SOLE | 1,136 | 0 | 0 | ||
TANDY LEATHER FACTORY INC | COM | 87538X105 | 3,160 | 870,428 | SH | SOLE | 870,428 | 0 | 0 | ||
THE ONE GROUP HOSPITALITY IN | COM | 88338K103 | 4,064 | 612,000 | SH | SOLE | 612,000 | 0 | 0 | ||
UNITED NAT FOODS INC | COM | 911163103 | 12,075 | 351,322 | SH | SOLE | 351,322 | 0 | 0 | ||
WESTWOOD HLDGS GROUP INC | COM | 961765104 | 7,822 | 812,203 | SH | SOLE | 812,203 | 0 | 0 | ||
WHEELER REAL ESTATE INVT TR | PFD CNV SER D | 963025606 | 3,554 | 305,883 | SH | SOLE | 305,883 | 0 | 0 |