| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CNX | CNX RES CORP | 7.79% | 4,752,629 | $152,654,444 | 289,873 | 6.5% | $32.12 | 13F |
| MAT | MATTEL INC | 7.01% | 8,161,296 | $137,354,612 | 941,031 | 13.03% | $16.83 | 13F |
| PCH | POTLATCHDELTIC CORPORATION | 4.43% | 2,131,754 | $86,868,976 | 1,175,507 | 122.93% | $40.75 | 13F |
| ACI | ALBERTSONS COS INC | 4.42% | 4,943,869 | $86,567,147 | 1,481,692 | 42.8% | $17.51 | 13F |
| ACMR | ACM RESH INC | 2.97% | 1,485,687 | $58,134,932 | 299,943 | 25.3% | $39.13 | 13F |
| WTM | WHITE MTNS INS GROUP LTD | 2.70% | 31,652 | $52,906,951 | 10,558 | 50.05% | $1671.52 | 13F |
| SHEN | SHENANDOAH TELECOMMUNICATION | 1.68% | 2,448,240 | $32,855,381 | 160,172 | 7% | $13.42 | 13F |
| ALX | ALEXANDERS INC | 1.47% | 122,712 | $28,774,737 | 59,209 | 93.24% | $234.49 | 13F |
| SAM | BOSTON BEER INC | 1.18% | 109,238 | $23,095,098 | 2,921 | 2.75% | $211.42 | 13F |
| HDB | HDFC BANK LTD | 0.09% | 49,874 | $1,703,696 | 10,780 | 27.57% | $34.16 | 13F |
| ENOV | ENOVIS CORPORATION | 0.08% | 54,461 | $1,652,347 | 17,878 | 48.87% | $30.34 | 13F |
| OMI | OWENS & MINOR INC NEW | 0.05% | 223,660 | $1,073,568 | 98,260 | 78.36% | $4.8 | 13F |