AVENIR CORP 13F Holdings

CIK 0001033475 · WASHINGTON, DC

As of Sep 30, 2025, AVENIR CORP reported 73 positions worth $960.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology252,418 30.7M13.62%
MARKEL GROUP INCMKLFinancial Services46,742$89.3M9.31%
AMAZON.COM INCAMZNEquity384,194$84.4M8.79%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical764,083$82.4M8.58%
AMERICAN TOWER CORPAMTReal Estate419,466$80.7M8.40%
APPLE INCAAPLTechnology233,792$59.5M6.20%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services110,707$55.7M5.80%
COPART INCCPRTIndustrials1,114,345$50.1M5.22%
ADOBE INCADBETechnology107,525$37.9M3.95%
MASTERCARD INCMAFinancial Services62,708$35.7M3.72%
LOCKHEED MARTIN CORPLMTIndustrials69,853$34.9M3.63%
UNIVERSAL DISPLAY CORPOLEDTechnology216,045$31.0M3.23%
WAYSTAR HOLDING CORPWAYHealthcare721,557$27.4M2.85%
AMENTUM HOLDINGS INCAMTMIndustrials862,453$20.7M2.15%
ENERGY RECOVERY INCERIIIndustrials1,025,816 5.8M1.65%
BOK FINANCIAL CORPBOKFFinancial Services125,500 4.0M1.46%
VISA INC-CLASS A SHARESVFinancial Services40,472 3.8M1.44%
SBA COMMUNICATIONS CORPSBACReal Estate61,493 1.9M1.24%
CARMAX INCKMXConsumer Cyclical218,839$9.8M1.02%
MPLX LPMPLXEnergy186,892$9.3M0.97%
ENERGY TRANSFER LPETEnergy451,017$7.7M0.81%
CYTOSORBENTS CORPCTSOHealthcare5,082,838$4.7M0.49%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services6$4.5M0.47%
KINDER MORGAN INCKMIEnergy145,785$4.1M0.43%
ENTERPRISE PRODUCTS PARTNERS LPEPDEnergy125,478$3.9M0.41%