§ 13F · FUND PROFILE
AVENIR CORP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $960M (13F)Positions · 73Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 244K | $90M | 11.0% | −1% |
| 2 | MKL | MARKEL GROUP INC | 46K | $88M | 10.7% | −1% |
| 3 | AMZN | AMAZON COM INC | 375K | $78M | 9.5% | −1% |
| 4 | AMT | AMERICAN TOWER CORP NEW | 415K | $72M | 8.7% | −1% |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | 750K | $69M | 8.4% | −1% |
| 6 | AAPL | APPLE INC | 229K | $58M | 7.1% | −1% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 109K | $52M | 6.4% | −1% |
| 8 | CPRT | COPART INC | 1.11M | $37M | 4.5% | −1% |
| 9 | MA | MASTERCARD INCORPORATED | 65K | $33M | 4.0% | +3% |
| 10 | ADBE | ADOBE INC | 127K | $31M | 3.8% | +11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AVENIR SIGNAL
AC read
AVENIR CORP is a Other fund managing $960 million in assets. The fund runs a portfolio of 73 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed