AVENIR CORP
Top Portfolio Positions
69 positions ·
$811,944,780 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
244,110 | $90,362,198 | 11.13% | |
| MKL |
Markel Group Inc.
Financial Services
|
45,832 | $87,725,651 | 10.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
375,273 | $78,158,107 | 9.63% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
415,352 | $71,681,448 | 8.83% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
749,700 | $69,204,807 | 8.52% | |
| AAPL |
Apple Inc.
Technology
|
228,871 | $58,085,171 | 7.15% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
108,941 | $52,204,527 | 6.43% | |
| CPRT |
Copart Inc
Industrials
|
1,109,001 | $36,818,833 | 4.53% | |
| MA |
Mastercard Inc
Financial Services
|
65,067 | $32,511,377 | 4.00% | |
| ADBE |
Adobe Inc.
Technology
|
126,638 | $30,783,165 | 3.79% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BSM
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,117,368 | 73,900 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $982,131 | 73,900 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $971,046 | 73,900 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $966,612 | 73,900 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,128,453 | 73,900 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,078,940 | 73,900 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,115,890 | 73,900 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,158,013 | 73,900 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,180,922 | 73,900 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,179,444 | 73,900 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||