AVENIR CORP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AC AVENIR CORP | Institutional Filer | ▼ 10.98% | $820.5M | 72 |
Current Portfolio Holdings
Showing all 72 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 244K | $90.4M | 11.01% |
| 2 | MKL | Markel Corporation | Financial Services | 46K | $87.7M | 10.69% |
| 3 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 375K | $78.2M | 9.53% |
| 4 | AMT | American Tower Corporation | Real Estate | 415K | $71.7M | 8.74% |
| 5 | ORLY | O'Reilly Automotive, Inc. | Consumer Cyclical | 750K | $69.2M | 8.43% |
| 6 | AAPL | Apple Inc. | Technology | 229K | $58.1M | 7.08% |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 109K | $52.2M | 6.36% |
| 8 | CPRT | Copart, Inc. | Consumer Cyclical | 1.1M | $36.8M | 4.49% |
| 9 | MA | Mastercard Incorporated | Financial Services | 65K | $32.5M | 3.96% |
| 10 | ADBE | Adobe Inc. | Technology | 127K | $30.8M | 3.75% |
| 11 | WAY | Waystar Holding Corp. | Technology | 973K | $23.5M | 2.86% |
| 12 | AMTM | Amentum Holdings, Inc. | Industrials | 841K | $21.9M | 2.67% |
| 13 | OLED | Universal Display Corporation | Technology | 230K | $21.1M | 2.57% |
| 14 | LMT | Lockheed Martin Corporation | Industrials | 32K | $19.3M | 2.35% |
| 15 | BOKF | BOK Financial Corporation | Financial Services | 125K | $16.0M | 1.95% |
Showing 1 to 15 of 72 holdings