§ 13F · FUND PROFILE
AVENIR CORP.
AUM · $821M (13F)Positions · 79Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 240K | $89M | 10.9% | −2% |
| 2 | MKL | MARKEL GROUP INC | 44K | $86M | 10.5% | −4% |
| 3 | AMZN | AMAZON COM INC | 361K | $86M | 10.5% | −4% |
| 4 | ORLY | OREILLY AUTOMOTIVE INC | 731K | $67M | 8.2% | −2% |
| 5 | AMT | AMERICAN TOWER CORP NEW | 407K | $67M | 8.1% | −2% |
| 6 | AAPL | APPLE INC | 215K | $62M | 7.6% | −6% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 107K | $54M | 6.5% | −2% |
| 8 | MA | MASTERCARD INCORPORATED | 64K | $33M | 4.0% | −2% |
| 9 | CPRT | COPART INC | 1.08M | $30M | 3.7% | −3% |
| 10 | ADBE | ADOBE INC | 136K | $28M | 3.4% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AVENIR SIGNAL
AC read
AVENIR CORP is a Other fund managing $821 million in assets. The fund runs a portfolio of 79 positions.
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