13F Insight
DOSSIER · 13F-HR · Q2 2026

AVENIR CORP

$821M in tracked AUM across 79 positions as of Q2 2026.

AC
CIK 0001033475 · last filed Jun 30, 2026
Total AUM
$821M
as of Q2 2026
Holdings
79
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

AVENIR CORP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$89M240K10.9%02
MKL
MARKEL GROUP INC
$86M44K10.5%03
AMZN
AMAZON COM INC
$86M361K10.5%04
ORLY
OREILLY AUTOMOTIVE INC
$67M731K8.2%05
AMT
AMERICAN TOWER CORP NEW
$67M407K8.1%06
AAPL
APPLE INC
$62M215K7.6%07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$54M107K6.5%08
MA
MASTERCARD INCORPORATED
$33M64K4.0%09
CPRT
COPART INC
$30M1.1M3.7%10
ADBE
ADOBE INC
$28M136K3.4%

Filing history

2026Q2Jun 30
$821M▲ 0.0%
79 positionsView →2026Q1Mar 31
$820M▼ 11.0%
72 positionsView →2025Q4Dec 31
$922M▼ 4.0%
71 positionsView →2025Q3Sep 30
$960M▼ 1.3%
73 positionsView →2025Q2Jun 30
$973M▲ 2.1%
74 positionsLocked2025Q1Mar 31
$953M▼ 2.4%
70 positionsLocked2024Q4Dec 31
$977M▼ 1.5%
69 positionsLocked2024Q3Sep 30
$992M▼ 3.7%
66 positionsLocked2024Q2Jun 30
$1.0B▼ 11.9%
67 positionsLocked2024Q1Mar 31
$1.2B▲ 1.0%
66 positionsLocked2023Q4Dec 31
$1.2B▲ 8.2%
62 positionsLocked2023Q3Sep 30
$1.1B▼ 6.2%
60 positionsLocked
Showing 12 of 80