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
AT&T Inc COM 00206R102 993 28,074 SH   SOLE 0 28,074 0 0
Abbott Laboratories COM 002824100 466 11,390 SH   SOLE 0 11,390 0 0
Abbvie Inc COM 00287Y109 643 11,390 SH   SOLE 0 11,390 0 0
Alliant Energy Corp COM 018802108 243 4,000 SH   SOLE 0 4,000 0 0
Anadarko Pete Corp COM 032511107 10,220 93,362 SH   SOLE 0 93,362 0 0
Automatic Data Processing Inc COM 053015103 694 8,760 SH   SOLE 0 8,760 0 0
Baxter International Inc COM 071813109 383 5,300 SH   SOLE 0 5,300 0 0
Becton Dickinson & Co COM 075887109 287 2,425 SH   SOLE 0 2,425 0 0
Berkshire Hathaway Inc Cl A COM 084670108 5,697 30 SH   SOLE 0 30 0 0
Berkshire Hathaway Inc Cl B COM 084670702 8,675 68,545 SH   SOLE 0 68,545 0 0
Boeing Co COM 097023105 8,188 64,357 SH   SOLE 0 64,357 0 0
Bristol-Myers Squibb COM 110122108 226 4,667 SH   SOLE 0 4,667 0 0
Canadian National Railway Co COM 136375102 3,894 59,895 SH   SOLE 0 59,895 0 0
Cato Corp Cl A COM 149205106 5,202 168,359 SH   SOLE 0 168,359 0 0
Cemex S A B DE C V Sponsor Adr COM 151290889 6,800 513,974 SH   SOLE 0 513,974 0 0
Chesapeake Energy Corp COM 165167107 9,220 313,713 SH   SOLE 0 313,713 0 0
Chevron Corp COM 166764100 6,717 51,449 SH   SOLE 0 51,449 0 0
Chicago Bridge & Iron Co COM 167250109 16,307 239,100 SH   SOLE 0 239,100 0 0
Cisco Systems Inc COM 17275R102 1,628 65,525 SH   SOLE 0 65,525 0 0
Coca Cola Co COM 191216100 824 19,460 SH   SOLE 0 19,460 0 0
Colgate Palmolive Co COM 194162103 788 11,560 SH   SOLE 0 11,560 0 0
Compass Minerals Intl Inc COM 20451N101 7,952 83,057 SH   SOLE 0 83,057 0 0
Conagra Foods Inc COM 205887102 6,121 206,220 SH   SOLE 0 206,220 0 0
ConocoPhillips COM 20825C104 7,648 89,209 SH   SOLE 0 89,209 0 0
Constellium N.V. COM N22035104 6,895 215,070 SH   SOLE 0 215,070 0 0
Costamare Inc COM Y1771G102 10,799 463,096 SH   SOLE 0 463,096 0 0
Directv Cl A COM 25490A309 12,768 150,190 SH   SOLE 0 150,190 0 0
Disney Walt COM 254687106 13,367 155,897 SH   SOLE 0 155,897 0 0
Dominion Res Inc Va COM 25746U109 1,649 23,050 SH   SOLE 0 23,050 0 0
Edison International COM 281020107 523 9,000 SH   SOLE 0 9,000 0 0
Exxon Mobil Corp COM 30231G102 1,306 12,975 SH   SOLE 0 12,975 0 0
First National Nebraska Inc COM 335720108 254 42 SH   SOLE 0 42 0 0
Freeport-McMoran Copper & Gold COM 35671D857 6,079 166,548 SH   SOLE 0 166,548 0 0
GenCorp Inc COM 368682100 6,494 340,000 SH   SOLE 0 340,000 0 0
Graham Holdings Co COM 384637104 359 500 SH   SOLE 0 500 0 0
Intel Corp COM 458140100 1,156 37,425 SH   SOLE 0 37,425 0 0
Investors Real Estate Tr Sh Be COM 461730103 1,411 153,160 SH   SOLE 0 153,160 0 0
Johnson & Johnson COM 478160104 10,341 98,844 SH   SOLE 0 98,844 0 0
Kansas City Southern COM 485170302 6,364 59,195 SH   SOLE 0 59,195 0 0
L-3 Communications Hldgs Inc COM 502424104 4,534 37,545 SH   SOLE 0 37,545 0 0
Lee Enterprises COM 523768109 57 12,800 SH   SOLE 0 12,800 0 0
Leggett & Platt, Inc COM 524660107 357 10,400 SH   SOLE 0 10,400 0 0
Leucadia Natl Corp COM 527288104 6,226 237,440 SH   SOLE 0 237,440 0 0
Lincoln Electric Holdings Inc COM 533900106 13,266 189,839 SH   SOLE 0 189,839 0 0
McDonalds Corp COM 580135101 2,159 21,428 SH   SOLE 0 21,428 0 0
Medtronic Inc COM 585055106 1,579 24,763 SH   SOLE 0 24,763 0 0
Merck & Co Inc COM 58933Y105 1,036 17,915 SH   SOLE 0 17,915 0 0
Microsoft Corp COM 594918104 11,239 269,510 SH   SOLE 0 269,510 0 0
Nestle S.A. Spons ADR COM 641069406 4,203 54,130 SH   SOLE 0 54,130 0 0
Occidental Petroleum Corp COM 674599105 1,426 13,890 SH   SOLE 0 13,890 0 0
Oracle Corp COM 68389X105 771 19,025 SH   SOLE 0 19,025 0 0
Pacific Gas & Electric Co COM 69331C108 202 4,200 SH   SOLE 0 4,200 0 0
Pepsico Inc COM 713448108 2,021 22,625 SH   SOLE 0 22,625 0 0
Pfizer Inc COM 717081103 12,495 420,979 SH   SOLE 0 420,979 0 0
Phillips 66 COM 718546104 915 11,371 SH   SOLE 0 11,371 0 0
Plum Creek Timber Co Inc COM 729251108 6,858 152,066 SH   SOLE 0 152,066 0 0
Procter & Gamble Co COM 742718109 2,415 30,732 SH   SOLE 0 30,732 0 0
SPDR Gold Shs COM 78463V107 8,383 65,472 SH   SOLE 0 65,472 0 0
Smucker (J.M.) Co COM 832696405 688 6,455 SH   SOLE 0 6,455 0 0
St Joe Co COM 790148100 5,331 209,647 SH   SOLE 0 209,647 0 0
Symetra Financial Corp COM 87151Q106 11,247 494,575 SH   SOLE 0 494,575 0 0
Texas Pacific Land Tr COM 882610108 22,355 139,622 SH   SOLE 0 139,622 0 0
Thermo Fisher Corp COM 883556102 2,867 24,295 SH   SOLE 0 24,295 0 0
US Bancorp COM 902973304 411 9,496 SH   SOLE 0 9,496 0 0
Valeant Pharmaceuticals Inc COM 91911K102 1,354 10,735 SH   SOLE 0 10,735 0 0
Verizon Communications COM 92343V104 10,261 209,712 SH   SOLE 0 209,712 0 0
Vulcan Materials Co COM 929160109 8,856 138,919 SH   SOLE 0 138,919 0 0
Wal-Mart Stores Inc COM 931142103 1,528 20,355 SH   SOLE 0 20,355 0 0
Winnebago Industries COM 974637100 2,481 98,525 SH   SOLE 0 98,525 0 0
Yamana Gold Inc COM 98462Y100 3,672 446,745 SH   SOLE 0 446,745 0 0
Yum! Brands Inc COM 988498101 568 7,000 SH   SOLE 0 7,000 0 0
SPDR S&P 500 COM 78462F103 1,357 6,935 SH   SOLE 0 6,935 0 0
Berkshire Hathaway Inc Cl A COM 084670108 760 4 SH   SOLE 0 4 0 0