<SEC-DOCUMENT>0001142031-24-000028.txt : 20240806 <SEC-HEADER>0001142031-24-000028.hdr.sgml : 20240806 <ACCEPTANCE-DATETIME>20240806120527 ACCESSION NUMBER: 0001142031-24-000028 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240806 DATE AS OF CHANGE: 20240806 EFFECTIVENESS DATE: 20240806 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PRIVATE MANAGEMENT GROUP INC CENTRAL INDEX KEY: 0001142031 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05223 FILM NUMBER: 241178033 BUSINESS ADDRESS: STREET 1: 15635 ALTON PARKWAY STREET 2: SUITE 400 CITY: IRVINE STATE: CA ZIP: 92618 BUSINESS PHONE: 9497527500 MAIL ADDRESS: STREET 1: 15635 ALTON PARKWAY STREET 2: SUITE 400 CITY: IRVINE STATE: CA ZIP: 92618 </SEC-HEADER> <DOCUMENT> <TYPE>13F-HR <SEQUENCE>1 <FILENAME>primary_doc.xml <TEXT> <XML> <?xml version="1.0" encoding="UTF-8"?> <edgarSubmission xmlns="http://www.sec.gov/edgar/thirteenffiler" xmlns:com="http://www.sec.gov/edgar/common"> <schemaVersion>X0202</schemaVersion> <headerData> <submissionType>13F-HR</submissionType> <filerInfo> <liveTestFlag>LIVE</liveTestFlag> <flags> <confirmingCopyFlag>false</confirmingCopyFlag> <returnCopyFlag>false</returnCopyFlag> <overrideInternetFlag>false</overrideInternetFlag> </flags> <filer> <credentials> <cik>0001142031</cik> <ccc>XXXXXXXX</ccc> </credentials> </filer> <periodOfReport>06-30-2024</periodOfReport> </filerInfo> </headerData> <formData> <coverPage> <reportCalendarOrQuarter>06-30-2024</reportCalendarOrQuarter> <filingManager> <name>PRIVATE MANAGEMENT GROUP INC</name> <address> <com:street1>15635 ALTON PARKWAY</com:street1> <com:street2>SUITE 400</com:street2> <com:city>IRVINE</com:city> <com:stateOrCountry>CA</com:stateOrCountry> <com:zipCode>92618</com:zipCode> </address> </filingManager> <reportType>13F HOLDINGS REPORT</reportType> <form13FFileNumber>028-05223</form13FFileNumber> <crdNumber>000104707</crdNumber> <provideInfoForInstruction5>N</provideInfoForInstruction5> </coverPage> <signatureBlock> <name>Robert T. 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<otherManager>0</otherManager> <votingAuthority> <Sole>738494</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>COCA COLA CO</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>191216100</cusip> <value>304451</value> <shrsOrPrnAmt> <sshPrnamt>4783</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>4783</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>COCA-COLA EUROPACIFIC PARTNE</nameOfIssuer> <titleOfClass>SHS</titleOfClass> <cusip>G25839104</cusip> <value>17346849</value> <shrsOrPrnAmt> <sshPrnamt>238052</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>238052</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>COMCAST CORP</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>20030N101</cusip> <value>32377455</value> <shrsOrPrnAmt> <sshPrnamt>826799</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>826799</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>COMMUNITY WEST BANCSHARES</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>203937107</cusip> <value>10313362</value> <shrsOrPrnAmt> <sshPrnamt>557479</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>557479</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>COSTCO WHSL CORP</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>22160K105</cusip> <value>827890</value> <shrsOrPrnAmt> 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<votingAuthority> <Sole>802451</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>DEERE & CO</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>244199105</cusip> <value>478994</value> <shrsOrPrnAmt> <sshPrnamt>1282</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>1282</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>DIAMOND OFFSHORE DRILLING IN</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>25271C201</cusip> <value>13712584</value> <shrsOrPrnAmt> <sshPrnamt>885254</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>885254</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>DIGITALBRIDGE GROUP 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<Sole>9186</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>OAKTREE SPECIALTY LENDING CO</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>67401P405</cusip> <value>13825576</value> <shrsOrPrnAmt> <sshPrnamt>735012</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>735012</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>O-I GLASS INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>67098H104</cusip> <value>27883755</value> <shrsOrPrnAmt> <sshPrnamt>2505279</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>2505279</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>OLD NATL BANCORP IND</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>680033107</cusip> <value>30271401</value> <shrsOrPrnAmt> <sshPrnamt>1760989</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>1760989</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>OMNIAB INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>68218J103</cusip> <value>8481874</value> <shrsOrPrnAmt> <sshPrnamt>2261833</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>2261833</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>ONEOK INC NEW</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>682680103</cusip> <value>2719693</value> <shrsOrPrnAmt> <sshPrnamt>33350</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> 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<Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>ORION OFFICE REIT INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>68629Y103</cusip> <value>18388030</value> <shrsOrPrnAmt> <sshPrnamt>5122014</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>5122014</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>PARK HOTELS & RESORTS INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>700517105</cusip> <value>29985181</value> <shrsOrPrnAmt> <sshPrnamt>2001681</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>2001681</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>PARK-OHIO HLDGS CORP</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>700666100</cusip> <value>25278168</value> <shrsOrPrnAmt> <sshPrnamt>976368</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>976368</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>PATTERSON COS INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>703395103</cusip> <value>34531784</value> <shrsOrPrnAmt> <sshPrnamt>1431666</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>1431666</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>PBF ENERGY INC</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>69318G106</cusip> <value>30626908</value> <shrsOrPrnAmt> <sshPrnamt>665513</sshPrnamt> 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<None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>SHOPIFY INC</nameOfIssuer> <titleOfClass>NOTE 0.125%11/0</titleOfClass> <cusip>82509LAA5</cusip> <value>7989275</value> <shrsOrPrnAmt> <sshPrnamt>8614000</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>8614000</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>SIERRA BANCORP</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>82620P102</cusip> <value>14706950</value> <shrsOrPrnAmt> <sshPrnamt>657147</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>657147</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>SIRIUSPOINT LTD</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>G8192H106</cusip> <value>63614545</value> <shrsOrPrnAmt> <sshPrnamt>5214307</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>5214307</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>SOUTHSTATE CORPORATION</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>840441109</cusip> <value>14174917</value> <shrsOrPrnAmt> <sshPrnamt>185487</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>185487</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>SPDR S&P 500 ETF TR</nameOfIssuer> <titleOfClass>TR UNIT</titleOfClass> <cusip>78462F103</cusip> <value>235815</value> <shrsOrPrnAmt> <sshPrnamt>433</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>433</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>SPDR SER TR</nameOfIssuer> <titleOfClass>BLOOMBERG 1-3 MO</titleOfClass> <cusip>78468R663</cusip> <value>8259558</value> <shrsOrPrnAmt> <sshPrnamt>89993</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>89993</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>SPDR SER TR</nameOfIssuer> <titleOfClass>S&P DIVID ETF</titleOfClass> <cusip>78464A763</cusip> <value>463190</value> <shrsOrPrnAmt> <sshPrnamt>3642</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>3642</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>STAR HLDGS</nameOfIssuer> <titleOfClass>SHS BEN INT</titleOfClass> <cusip>85512G106</cusip> <value>136495</value> <shrsOrPrnAmt> <sshPrnamt>11318</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>11318</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>STATE STR CORP</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>857477103</cusip> <value>40111108</value> <shrsOrPrnAmt> <sshPrnamt>542042</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>542042</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>SUN CMNTYS INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>866674104</cusip> <value>28258118</value> <shrsOrPrnAmt> <sshPrnamt>234819</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>234819</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>TELADOC HEALTH INC</nameOfIssuer> <titleOfClass>NOTE 1.250% 6/0</titleOfClass> <cusip>87918AAF2</cusip> <value>1673422</value> <shrsOrPrnAmt> <sshPrnamt>2018000</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>2018000</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>TELEPHONE & DATA SYS INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>879433829</cusip> <value>46769287</value> <shrsOrPrnAmt> <sshPrnamt>2256116</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>2256116</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>TENET HEALTHCARE CORP</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>88033G407</cusip> <value>18879751</value> <shrsOrPrnAmt> <sshPrnamt>141921</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>141921</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>TEVA PHARMACEUTICAL INDS LTD</nameOfIssuer> <titleOfClass>SPONSORED ADS</titleOfClass> <cusip>881624209</cusip> <value>22350754</value> <shrsOrPrnAmt> <sshPrnamt>1375431</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>1375431</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>TEXAS INSTRS INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>882508104</cusip> <value>249387</value> <shrsOrPrnAmt> <sshPrnamt>1282</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>1282</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>UMH PPTYS INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>903002103</cusip> <value>20907437</value> <shrsOrPrnAmt> <sshPrnamt>1307532</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>1307532</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>UNION PAC CORP</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>907818108</cusip> <value>223466</value> <shrsOrPrnAmt> <sshPrnamt>988</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>988</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>UNITED NAT FOODS INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>911163103</cusip> <value>23235077</value> <shrsOrPrnAmt> <sshPrnamt>1773670</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>1773670</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>UNITED STATES CELLULAR CORP</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>911684108</cusip> <value>2263334</value> <shrsOrPrnAmt> <sshPrnamt>40547</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>40547</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VALERO ENERGY CORP</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>91913Y100</cusip> <value>53041852</value> <shrsOrPrnAmt> <sshPrnamt>338363</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>338363</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VANGUARD BD INDEX FDS</nameOfIssuer> <titleOfClass>INTERMED TERM</titleOfClass> <cusip>921937819</cusip> <value>408076</value> <shrsOrPrnAmt> <sshPrnamt>5449</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>5449</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VANGUARD BD INDEX FDS</nameOfIssuer> <titleOfClass>SHORT TRM BOND</titleOfClass> <cusip>921937827</cusip> <value>886805</value> <shrsOrPrnAmt> <sshPrnamt>11562</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>11562</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VANGUARD CHARLOTTE FDS</nameOfIssuer> <titleOfClass>TOTAL INT BD ETF</titleOfClass> <cusip>92203J407</cusip> <value>565253</value> <shrsOrPrnAmt> <sshPrnamt>11614</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>11614</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VANGUARD INDEX FDS</nameOfIssuer> <titleOfClass>EXTEND MKT ETF</titleOfClass> <cusip>922908652</cusip> <value>516835</value> <shrsOrPrnAmt> <sshPrnamt>3062</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>3062</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VANGUARD INDEX FDS</nameOfIssuer> <titleOfClass>LARGE CAP ETF</titleOfClass> <cusip>922908637</cusip> <value>1603559</value> <shrsOrPrnAmt> <sshPrnamt>6424</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>6424</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VANGUARD INDEX FDS</nameOfIssuer> <titleOfClass>MID CAP ETF</titleOfClass> <cusip>922908629</cusip> <value>462895</value> <shrsOrPrnAmt> <sshPrnamt>1912</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>1912</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VANGUARD INDEX FDS</nameOfIssuer> <titleOfClass>TOTAL STK MKT</titleOfClass> <cusip>922908769</cusip> <value>255453</value> <shrsOrPrnAmt> <sshPrnamt>955</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>955</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VANGUARD INDEX FDS</nameOfIssuer> <titleOfClass>VALUE ETF</titleOfClass> <cusip>922908744</cusip> <value>533844</value> <shrsOrPrnAmt> <sshPrnamt>3328</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>3328</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VANGUARD SCOTTSDALE FDS</nameOfIssuer> <titleOfClass>SHRT TRM CORP BD</titleOfClass> <cusip>92206C409</cusip> <value>17382009</value> <shrsOrPrnAmt> <sshPrnamt>224937</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>224937</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VANGUARD SPECIALIZED FUNDS</nameOfIssuer> <titleOfClass>DIV APP ETF</titleOfClass> <cusip>921908844</cusip> <value>768172</value> <shrsOrPrnAmt> <sshPrnamt>4208</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>4208</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VERITONE INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>92347M100</cusip> <value>5512104</value> <shrsOrPrnAmt> <sshPrnamt>2438984</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>2438984</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VERIZON COMMUNICATIONS INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>92343V104</cusip> <value>46305065</value> <shrsOrPrnAmt> <sshPrnamt>1122819</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>1122819</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VESTIS CORPORATION</nameOfIssuer> <titleOfClass>COM SHS</titleOfClass> <cusip>29430C102</cusip> <value>8467979</value> <shrsOrPrnAmt> <sshPrnamt>692394</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>692394</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VISA INC</nameOfIssuer> <titleOfClass>COM CL A</titleOfClass> <cusip>92826C839</cusip> <value>309190</value> <shrsOrPrnAmt> <sshPrnamt>1178</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>1178</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VITESSE ENERGY INC</nameOfIssuer> <titleOfClass>COMMON STOCK</titleOfClass> <cusip>92852X103</cusip> <value>2453234</value> <shrsOrPrnAmt> <sshPrnamt>103512</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>103512</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VONTIER CORPORATION</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>928881101</cusip> <value>18985667</value> <shrsOrPrnAmt> <sshPrnamt>497007</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>497007</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>VORNADO RLTY TR</nameOfIssuer> <titleOfClass>SH BEN INT</titleOfClass> <cusip>929042109</cusip> <value>23303640</value> <shrsOrPrnAmt> <sshPrnamt>886407</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>886407</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>WARNER BROS DISCOVERY INC</nameOfIssuer> <titleOfClass>COM SER A</titleOfClass> <cusip>934423104</cusip> <value>37194606</value> <shrsOrPrnAmt> <sshPrnamt>4999275</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>4999275</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>WEAVE COMMUNICATIONS INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>94724R108</cusip> <value>90200</value> <shrsOrPrnAmt> <sshPrnamt>10000</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>10000</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>WELLS FARGO CO</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>949746101</cusip> <value>739895</value> <shrsOrPrnAmt> <sshPrnamt>12458</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>12458</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>WESTERN ASSET HIGH YIELD DEF</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>95768B107</cusip> <value>1585070</value> <shrsOrPrnAmt> <sshPrnamt>136644</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>136644</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>WESTERN ASSET INVT GRADE DEF</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>95790A101</cusip> <value>1733569</value> <shrsOrPrnAmt> <sshPrnamt>101497</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>101497</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>WESTROCK CO</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>96145D105</cusip> <value>9987868</value> <shrsOrPrnAmt> <sshPrnamt>198724</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>198724</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>WIDEOPENWEST INC</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>96758W101</cusip> <value>5264779</value> <shrsOrPrnAmt> <sshPrnamt>973157</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>973157</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>WK KELLOGG CO</nameOfIssuer> <titleOfClass>COM SHS</titleOfClass> <cusip>92942W107</cusip> <value>8465608</value> <shrsOrPrnAmt> <sshPrnamt>514314</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <otherManager>0</otherManager> <votingAuthority> <Sole>514314</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> </informationTable> </XML> </TEXT> </DOCUMENT> </SEC-DOCUMENT>