AVENIR CORP
CIK: 0001033475SEC EDGAR →
Portfolio Value
$921.7B
Holdings
71
As of
Q4 2025
New Positions
2
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 245,425 | $118.7B | 12.88% |
| 2 | MARKEL GROUP INC | 46,372 | $99.7B | 10.82% |
| 3 | AMAZON COM INC | 378,735 | $87.4B | 9.49% |
| 4 | AMERICAN TOWER CORP NEW | 417,712 | $73.3B | 7.96% |
| 5 | OREILLY AUTOMOTIVE INC | 757,632 | $69.1B | 7.50% |
| 6 | APPLE INC | 230,558 | $62.7B | 6.80% |
| 7 | BERKSHIRE HATHAWAY INC DEL | 109,748 | $55.2B | 5.99% |
| 8 | COPART INC | 1,116,292 | $43.7B | 4.74% |
| 9 | ADOBE INC | 114,324 | $40.0B | 4.34% |
| 10 | MASTERCARD INCORPORATED | 63,087 | $36.0B | 3.91% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 11 | $276.8B | 30.0% |
| Financial Services | 13 | $171.9B | 18.7% |
| Consumer Cyclical | 4 | $158.3B | 17.2% |
| Industrials | 9 | $114.3B | 12.4% |
| Real Estate | 8 | $94.0B | 10.2% |
| Unknown | 7 | $64.8B | 7.0% |
| Energy | 7 | $27.7B | 3.0% |
| Healthcare | 5 | $6.7B | 0.7% |
| Communication Services | 2 | $3.7B | 0.4% |
| Utilities | 2 | $2.2B | 0.2% |
| Consumer Defensive | 3 | $1.2B | 0.1% |