AVENIR CORP
Top Portfolio Positions
64 positions ·
$855,222,708 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
245,425 | $118,692,438 | 13.88% |
| MKL |
Markel Group Inc.
Financial Services
|
46,372 | $99,683,565 | 11.66% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
378,735 | $87,419,612 | 10.22% |
| AMT |
American Tower Corp /Ma/
Real Estate
|
417,712 | $73,337,695 | 8.58% |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
757,632 | $69,103,614 | 8.08% |
| AAPL |
Apple Inc.
Technology
|
230,558 | $62,679,497 | 7.33% |
| CPRT |
Copart Inc
Industrials
|
1,116,292 | $43,702,831 | 5.11% |
| ADBE |
Adobe Inc.
Technology
|
114,324 | $40,012,256 | 4.68% |
| MA |
Mastercard Inc
Financial Services
|
63,087 | $36,015,106 | 4.21% |
| LMT |
Lockheed Martin Corp
Industrials
|
64,336 | $31,117,393 | 3.64% |
Portfolio Trend
Holdings in OLED
Export CSVShares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $26,880,537 | 230,181 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $31,030,543 | 216,045 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $34,467,749 | 223,150 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $27,180,886 | 194,873 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $28,739,411 | 196,576 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $41,802,214 | 199,153 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $43,663,038 | 207,672 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $35,544,971 | 211,012 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $43,013,991 | 224,898 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $35,567,183 | 226,557 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $32,887,871 | 228,182 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $35,279,199 | 227,417 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $24,787,941 | 229,433 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $22,018,553 | 233,371 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $23,563,698 | 232,981 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $38,521,041 | 230,734 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $38,099,485 | 230,864 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $35,507,537 | 207,695 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $46,982,108 | 211,317 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $49,846,004 | 210,525 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $49,390,684 | 214,929 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $39,487,532 | 218,477 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $32,589,031 | 217,812 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $28,763,752 | 218,271 | Shares | Sole | 2020-05-14 | |
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