The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| HOLLYSYS AUTOMATION TCHNGY LTD | COM | G45667105 | 383,700 | 15,000 | SH | SOLE | 0 | 15,000 | 0 | 0 | ||
| C3IS INC ORD | COM | Y18284102 | 1,740 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | ||
| IMPERIAL PETE INC COM NEW | COM | Y3894J187 | 1,142,450 | 365,000 | SH | SOLE | 0 | 365,000 | 0 | 0 | ||
| STEALTHGAS INC | COM | Y81669106 | 13,721,400 | 2,310,000 | SH | SOLE | 0 | 2,310,000 | 0 | 0 | ||
| ALBERTSONS COS INC COM | COM | 013091103 | 12,864,000 | 600,000 | SH | SOLE | 0 | 600,000 | 0 | 0 | ||
| ALICO INC | COM | 016230104 | 6,304,072 | 215,303 | SH | SOLE | 0 | 215,303 | 0 | 0 | ||
| BARNES & NOBLE ED INC | COM | 06777U101 | 1,075,437 | 1,485,000 | SH | SOLE | 0 | 1,485,000 | 0 | 0 | ||
| CANTALOUPE INC COM | COM | 138103106 | 1,478,900 | 230,000 | SH | SOLE | 0 | 230,000 | 0 | 0 | ||
| CHILDRENS PL INC NEW COM | COM | 168905107 | 115,400 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | ||
| CORNING INC | COM | 219350105 | 4,614,400 | 140,000 | SH | SOLE | 0 | 140,000 | 0 | 0 | ||
| CORVUS PHARMACEUTICALS INC COM | COM | 221015100 | 680,850 | 382,500 | SH | SOLE | 0 | 382,500 | 0 | 0 | ||
| GARRETT MOTION INC COM | COM | 366505105 | 99,400 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | ||
| GYRODYNE LLC | COM | 403829104 | 2,762,329 | 342,296 | SH | SOLE | 0 | 342,296 | 0 | 0 | ||
| INTERNATIONAL FLAVORS & FRAGRANCE | CALL | 459506901 | 156,000 | 10,000 | SH | Call | SOLE | 0 | 10,000 | 0 | 0 | |
| JBG SMITH PPTYS COM | COM | 46590V100 | 160,500 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | ||
| LANDS END INC COM | COM | 51509F105 | 6,343,425 | 582,500 | SH | SOLE | 0 | 582,500 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL COM LBTY SRM S C | COM | 531229789 | 2,718,465 | 91,500 | SH | SOLE | 0 | 91,500 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL COM LBTY SRM S A | COM | 531229813 | 252,450 | 8,500 | SH | SOLE | 0 | 8,500 | 0 | 0 | ||
| OMNIAB INC COM | COM | 68218J103 | 1,355,000 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | ||
| QUANTUMSCAPE CORP COM CL A | COM | 74767V109 | 251,600 | 40,000 | SH | SOLE | 0 | 40,000 | 0 | 0 | ||
| SAGA COMMUNICATIONS INC | COM | 786598300 | 25,905,123 | 1,161,144 | SH | SOLE | 0 | 1,161,144 | 0 | 0 | ||
| SERITAGE GROWTH PPTYS CL A | COM | 81752R100 | 6,562,000 | 680,000 | SH | SOLE | 0 | 680,000 | 0 | 0 | ||
| TEJON RANCH CO | COM | 879080109 | 59,259,155 | 3,845,500 | SH | SOLE | 0 | 3,845,500 | 0 | 0 | ||
| UNITED STATES STEEL CORP | COM | 912909108 | 611,700 | 15,000 | SH | SOLE | 0 | 15,000 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 650,700 | 30,000 | SH | SOLE | 0 | 30,000 | 0 | 0 | ||
| WARNER BROS DISCOVERY INC COM | COM | 934423104 | 873,000 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | ||
| WENDYS COMPANY COM | COM | 95058W100 | 518,100 | 27,500 | SH | SOLE | 0 | 27,500 | 0 | 0 | ||