13F Insight
DOSSIER · 13F-HR · Q1 2026

AVENIR CORP

AVENIR's asset manager based in New York, NY — $820M in tracked AUM across 72 positions as of Q1 2026.

A
AVENIR·New York, NY·Asset Manager
CIK 0001033475 · last filed Mar 31, 2026
Total AUM
$820M
▼ 15.2%
vs prior
Holdings
72
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

AVENIR CORP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$90M244K11.0%
02
MKL
MARKEL GROUP INC
$88M46K10.7%
03
AMZN
AMAZON COM INC
$78M375K9.5%
04
AMT
AMERICAN TOWER CORP NEW
$72M415K8.7%
05
ORLY
OREILLY AUTOMOTIVE INC
$69M750K8.4%
06
AAPL
APPLE INC
$58M229K7.1%
07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$52M109K6.4%
08
CPRT
COPART INC
$37M1.1M4.5%
09
MA
MASTERCARD INCORPORATED
$33M65K4.0%
10
ADBE
ADOBE INC
$31M127K3.8%

Filing history

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