AVENIR CORP
73 holdingsFiling period: 2026-03-31Current AUM: $879.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 244.1K | $90.4M | $113.4M | 12.91% | -1,315 | 2026-03-31 |
| 2 | MKL | MARKEL GROUP INC | 45.8K | $87.7M | $86.3M | 9.81% | -540 | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 375.3K | $78.2M | $101.9M | 11.59% | -3,462 | 2026-03-31 |
| 4 | AMT | AMERICAN TOWER CORP NEW | 415.4K | $71.7M | $72.0M | 8.19% | -2,360 | 2026-03-31 |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | 749.7K | $69.2M | $67.0M | 7.62% | -7,932 | 2026-03-31 |
| 6 | AAPL | APPLE INC | 228.9K | $58.1M | $70.7M | 8.04% | -1,687 | 2026-03-31 |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 108.9K | $52.2M | $52.2M | 5.94% | -807 | 2026-03-31 |
| 8 | CPRT | COPART INC | 1.11M | $36.8M | $32.3M | 3.67% | -7,291 | 2026-03-31 |
| 9 | MA | MASTERCARD INCORPORATED | 65.1K | $32.5M | $37.3M | 4.24% | +2.0K | 2026-03-31 |
| 10 | ADBE | ADOBE INC | 126.6K | $30.8M | $31.7M | 3.61% | +12.3K | 2026-03-31 |
| 11 | WAY | WAYSTAR HLDG CORP | 973.3K | $23.5M | $20.5M | 2.34% | +226.8K | 2026-03-31 |
| 12 | AMTM | AMENTUM HOLDINGS INC | 841.1K | $21.9M | $18.7M | 2.12% | -9,845 | 2026-03-31 |
| 13 | OLED | UNIVERSAL DISPLAY CORP | 230.2K | $21.1M | $18.4M | 2.10% | -29 | 2026-03-31 |
| 14 | LMT | LOCKHEED MARTIN CORP | 32.0K | $19.3M | $18.6M | 2.12% | -32,384 | 2026-03-31 |
| 15 | BOKF | BOK FINL CORP | 125.0K | $16.0M | $17.7M | 2.01% | -40 | 2026-03-31 |
| 16 | V | VISA INC | 41.1K | $12.4M | $15.0M | 1.71% | -417 | 2026-03-31 |
| 17 | MPLX | MPLX LP | 186.9K | $10.7M | $10.9M | 1.24% | -- | 2026-03-31 |
| 18 | SBAC | SBA COMMUNICATIONS CORP NEW | 61.7K | $10.6M | $11.2M | 1.27% | -1,162 | 2026-03-31 |
| 19 | ET | ENERGY TRANSFER LP | 451.3K | $8.7M | $9.2M | 1.05% | -- | 2026-03-31 |
| 20 | ERII | ENERGY RECOVERY INC | 817.8K | $8.2M | $7.1M | 0.80% | -151,825 | 2026-03-31 |
| 21 | ATOM | ATOMERA INC | 1.46M | $5.6M | $7.5M | 0.86% | +847.0K | 2026-03-31 |
| 22 | KMI | KINDER MORGAN INC DEL | 145.2K | $4.9M | $4.7M | 0.53% | -- | 2026-03-31 |
| 23 | EPD | ENTERPRISE PRODS PARTNERS LP | 125.5K | $4.7M | $4.8M | 0.54% | -- | 2026-03-31 |
| 24 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 6 | $4.3M | $4.3M | 0.49% | -- | 2026-03-31 |
| 25 | GOOG | ALPHABET INC | 10.8K | $3.1M | $3.8M | 0.44% | -- | 2026-03-31 |
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