Filed: 8/14/2025ACC: 0001033475-25-000007
📋 What this filing means
AVENIR CORP filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $972.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$972.93M
Total AUM (reported)
15.06M
Total Shares
Allocation by class
COM$700.97M72.0%
CL A$151.97M15.6%
CL B NEW$54.94M5.6%
COM NEW$22.25M2.3%
COM CL A$16.01M1.6%
COM UNIT REP LTD$9.42M1.0%
COM UT LTD PTN$7.97M0.8%
Portfolio Concentration
Top 3$325.25M33.4%
4–10$391.82M40.3%
11–25$218.18M22.4%
Rest$37.68M3.9%
Top 3 weight
33.4%
Top 10 weight
73.7%
Voting Authority Distribution
Total shares with voting rights: 15.06M
Sole
Full voting authority
15.06M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole74
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings74
Rows:
MICROSOFT CORP
SOLEShares265.59K
TypeSH
Market value$132.11M
13.58%
Sole
265.59K
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares48.79K
TypeSH
Market value$97.45M
10.02%
Sole
48.79K
Shared
0.00
None
0.00
AMERICAN TOWER CORP NEW
SOLEShares432.99K
TypeSH
Market value$95.70M
9.84%
Sole
432.99K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares400.18K
TypeSH
Market value$87.80M
9.02%
Sole
400.18K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares793.99K
TypeSH
Market value$71.56M
7.36%
Sole
793.99K
Shared
0.00
None
0.00
COPART INC
SOLEShares1.15M
TypeSH
Market value$56.66M
5.82%
Sole
1.15M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares113.09K
TypeSH
Market value$54.94M
5.65%
Sole
113.09K
Shared
0.00
None
0.00
APPLE INC
SOLEShares241.93K
TypeSH
Market value$49.64M
5.10%
Sole
241.93K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares65.41K
TypeSH
Market value$36.76M
3.78%
Sole
65.41K
Shared
0.00
None
0.00
UNIVERSAL DISPLAY CORP
SOLEShares223.15K
TypeSH
Market value$34.47M
3.54%
Sole
223.15K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares73.45K
TypeSH
Market value$34.02M
3.50%
Sole
73.45K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares75.60K
TypeSH
Market value$29.25M
3.01%
Sole
75.60K
Shared
0.00
None
0.00
WAYSTAR HLDG CORP
SOLEShares658.04K
TypeSH
Market value$26.89M
2.76%
Sole
658.04K
Shared
0.00
None
0.00
AMENTUM HOLDINGS INC
SOLEShares895.35K
TypeSH
Market value$21.14M
2.17%
Sole
895.35K
Shared
0.00
None
0.00
CARMAX INC
SOLEShares224.94K
TypeSH
Market value$15.12M
1.55%
Sole
224.94K
Shared
0.00
None
0.00
VISA INC
SOLEShares41.94K
TypeSH
Market value$14.89M
1.53%
Sole
41.94K
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP NEW
SOLEShares62.47K
TypeSH
Market value$14.67M
1.51%
Sole
62.47K
Shared
0.00
None
0.00
ENERGY RECOVERY INC
SOLEShares1.06M
TypeSH
Market value$13.52M
1.39%
Sole
1.06M
Shared
0.00
None
0.00
BOK FINL CORP
SOLEShares125.50K
TypeSH
Market value$12.25M
1.26%
Sole
125.50K
Shared
0.00
None
0.00
MPLX LP
SOLEShares182.97K
TypeSH
Market value$9.42M
0.97%
Sole
182.97K
Shared
0.00
None
0.00
ENERGY TRANSFER LP
SOLEShares439.83K
TypeSH
Market value$7.97M
0.82%
Sole
439.83K
Shared
0.00
None
0.00
CYTOSORBENTS CORP
SOLEShares5.06M
TypeSH
Market value$6.47M
0.67%
Sole
5.06M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.00
TypeSH
Market value$4.37M
0.45%
Sole
6.00
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares145.78K
TypeSH
Market value$4.29M
0.44%
Sole
145.78K
Shared
0.00
None
0.00
ENTERPRISE PRODS PARTNERS LP
SOLEShares125.48K
TypeSH
Market value$3.89M
0.40%
Sole
125.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 265.59K | SH | $132.11M 13.58% | 265.59K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 48.79K | SH | $97.45M 10.02% | 48.79K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWSOLE | CL A | 432.99K | SH | $95.70M 9.84% | 432.99K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 400.18K | SH | $87.80M 9.02% | 400.18K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 793.99K | SH | $71.56M 7.36% | 793.99K | 0.00 | 0.00 |
COPART INCSOLE | COM | 1.15M | SH | $56.66M 5.82% | 1.15M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 113.09K | SH | $54.94M 5.65% | 113.09K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 241.93K | SH | $49.64M 5.10% | 241.93K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 65.41K | SH | $36.76M 3.78% | 65.41K | 0.00 | 0.00 |
UNIVERSAL DISPLAY CORPSOLE | COM | 223.15K | SH | $34.47M 3.54% | 223.15K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 73.45K | SH | $34.02M 3.50% | 73.45K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 75.60K | SH | $29.25M 3.01% | 75.60K | 0.00 | 0.00 |
WAYSTAR HLDG CORPSOLE | COM | 658.04K | SH | $26.89M 2.76% | 658.04K | 0.00 | 0.00 |
AMENTUM HOLDINGS INCSOLE | COM | 895.35K | SH | $21.14M 2.17% | 895.35K | 0.00 | 0.00 |
CARMAX INCSOLE | COM | 224.94K | SH | $15.12M 1.55% | 224.94K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 41.94K | SH | $14.89M 1.53% | 41.94K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORP NEWSOLE | CL A | 62.47K | SH | $14.67M 1.51% | 62.47K | 0.00 | 0.00 |
ENERGY RECOVERY INCSOLE | COM | 1.06M | SH | $13.52M 1.39% | 1.06M | 0.00 | 0.00 |
BOK FINL CORPSOLE | COM NEW | 125.50K | SH | $12.25M 1.26% | 125.50K | 0.00 | 0.00 |
MPLX LPSOLE | COM UNIT REP LTD | 182.97K | SH | $9.42M 0.97% | 182.97K | 0.00 | 0.00 |
ENERGY TRANSFER LPSOLE | COM UT LTD PTN | 439.83K | SH | $7.97M 0.82% | 439.83K | 0.00 | 0.00 |
CYTOSORBENTS CORPSOLE | COM NEW | 5.06M | SH | $6.47M 0.67% | 5.06M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 6.00 | SH | $4.37M 0.45% | 6.00 | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 145.78K | SH | $4.29M 0.44% | 145.78K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LPSOLE | COM | 125.48K | SH | $3.89M 0.40% | 125.48K | 0.00 | 0.00 |
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