Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AVENIR CORP (CIK 1033475) reported $820.5M across 72 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($90.4M, 11.01%), MKL ($87.7M, 10.69%), AMZN ($78.2M, 9.53%), AMT ($71.7M, 8.74%), ORLY ($69.2M, 8.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $90.4M | 11.01% | 244,110 | Trimmed |
| 2 | MKL | MARKEL GROUP INC | $87.7M | 10.69% | 45,832 | Trimmed |
| 3 | AMZN | AMAZON COM INC | $78.2M | 9.53% | 375,273 | Trimmed |
| 4 | AMT | AMERICAN TOWER CORP NEW | $71.7M | 8.74% | 415,352 | Trimmed |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | $69.2M | 8.43% | 749,700 | Trimmed |
| 6 | AAPL | APPLE INC | $58.1M | 7.08% | 228,871 | Trimmed |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $52.2M | 6.36% | 108,941 | Trimmed |
| 8 | CPRT | COPART INC | $36.8M | 4.49% | 1.1M | Trimmed |
| 9 | MA | MASTERCARD INCORPORATED | $32.5M | 3.96% | 65,067 | Added |
| 10 | ADBE | ADOBE INC | $30.8M | 3.75% | 126,638 | Added |
| 11 | WAY | WAYSTAR HLDG CORP | $23.5M | 2.86% | 973,260 | Added |
| 12 | AMTM | AMENTUM HOLDINGS INC | $21.9M | 2.67% | 841,099 | Trimmed |
| 13 | OLED | UNIVERSAL DISPLAY CORP | $21.1M | 2.57% | 230,152 | Trimmed |
| 14 | LMT | LOCKHEED MARTIN CORP | $19.3M | 2.35% | 31,952 | Trimmed |
| 15 | BOKF | BOK FINL CORP | $16.0M | 1.95% | 124,957 | Trimmed |
| 16 | V | VISA INC | $12.4M | 1.51% | 41,075 | Trimmed |
| 17 | SBAC | SBA COMMUNICATIONS CORP NEW | $10.6M | 1.30% | 61,747 | Trimmed |
| 18 | MPLX | MPLX LP | $10.7M | 1.30% | 186,892 | Hold |
| 19 | ET | ENERGY TRANSFER LP | $8.7M | 1.06% | 451,327 | Hold |
| 20 | ERII | ENERGY RECOVERY INC | $8.2M | 1.00% | 817,755 | Trimmed |
| 21 | ATOM | ATOMERA INC | $5.6M | 0.68% | 1.5M | Added |
| 22 | KMI | KINDER MORGAN INC DEL | $4.9M | 0.59% | 145,185 | Hold |
| 23 | EPD | ENTERPRISE PRODS PARTNERS LP | $4.7M | 0.58% | 125,478 | Hold |
| 24 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $4.3M | 0.53% | 6 | Hold |
| 25 | GOOG | ALPHABET INC | $3.1M | 0.38% | 10,770 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31