Filed: 11/14/2025ACC: 0001033475-25-000009
📋 What this filing means
AVENIR CORP filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $960.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$960.07M
Total AUM (reported)
14.80M
Total Shares
Allocation by class
COM$705.47M73.5%
CL A$133.47M13.9%
CL B NEW$55.66M5.8%
COM NEW$22.72M2.4%
COM CL A$15.02M1.6%
COM UNIT REP LTD$9.34M1.0%
COM UT LTD PTN$7.74M0.8%
Portfolio Concentration
Top 3$304.44M31.7%
4–10$401.95M41.9%
11–25$213.65M22.3%
Rest$40.04M4.2%
Top 3 weight
31.7%
Top 10 weight
73.6%
Voting Authority Distribution
Total shares with voting rights: 14.80M
Sole
Full voting authority
14.80M
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)
Sole73
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings73
Rows:
MICROSOFT CORP
SOLEShares252.42K
TypeSH
Market value$130.74M
13.62%
Sole
252.42K
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares46.74K
TypeSH
Market value$89.34M
9.31%
Sole
46.74K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares384.19K
TypeSH
Market value$84.36M
8.79%
Sole
384.19K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares764.08K
TypeSH
Market value$82.38M
8.58%
Sole
764.08K
Shared
0.00
None
0.00
AMERICAN TOWER CORP NEW
SOLEShares419.47K
TypeSH
Market value$80.67M
8.40%
Sole
419.47K
Shared
0.00
None
0.00
APPLE INC
SOLEShares233.79K
TypeSH
Market value$59.53M
6.20%
Sole
233.79K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares110.71K
TypeSH
Market value$55.66M
5.80%
Sole
110.71K
Shared
0.00
None
0.00
COPART INC
SOLEShares1.11M
TypeSH
Market value$50.11M
5.22%
Sole
1.11M
Shared
0.00
None
0.00
ADOBE INC
SOLEShares107.53K
TypeSH
Market value$37.93M
3.95%
Sole
107.53K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares62.71K
TypeSH
Market value$35.67M
3.72%
Sole
62.71K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares69.85K
TypeSH
Market value$34.87M
3.63%
Sole
69.85K
Shared
0.00
None
0.00
UNIVERSAL DISPLAY CORP
SOLEShares216.04K
TypeSH
Market value$31.03M
3.23%
Sole
216.04K
Shared
0.00
None
0.00
WAYSTAR HLDG CORP
SOLEShares721.56K
TypeSH
Market value$27.36M
2.85%
Sole
721.56K
Shared
0.00
None
0.00
AMENTUM HOLDINGS INC
SOLEShares862.45K
TypeSH
Market value$20.66M
2.15%
Sole
862.45K
Shared
0.00
None
0.00
ENERGY RECOVERY INC
SOLEShares1.03M
TypeSH
Market value$15.82M
1.65%
Sole
1.03M
Shared
0.00
None
0.00
BOK FINL CORP
SOLEShares125.50K
TypeSH
Market value$13.99M
1.46%
Sole
125.50K
Shared
0.00
None
0.00
VISA INC
SOLEShares40.47K
TypeSH
Market value$13.82M
1.44%
Sole
40.47K
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP NEW
SOLEShares61.49K
TypeSH
Market value$11.89M
1.24%
Sole
61.49K
Shared
0.00
None
0.00
CARMAX INC
SOLEShares218.84K
TypeSH
Market value$9.82M
1.02%
Sole
218.84K
Shared
0.00
None
0.00
MPLX LP
SOLEShares186.89K
TypeSH
Market value$9.34M
0.97%
Sole
186.89K
Shared
0.00
None
0.00
ENERGY TRANSFER LP
SOLEShares451.02K
TypeSH
Market value$7.74M
0.81%
Sole
451.02K
Shared
0.00
None
0.00
CYTOSORBENTS CORP
SOLEShares5.08M
TypeSH
Market value$4.75M
0.49%
Sole
5.08M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.00
TypeSH
Market value$4.53M
0.47%
Sole
6.00
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares145.78K
TypeSH
Market value$4.13M
0.43%
Sole
145.78K
Shared
0.00
None
0.00
ENTERPRISE PRODS PARTNERS LP
SOLEShares125.48K
TypeSH
Market value$3.92M
0.41%
Sole
125.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 252.42K | SH | $130.74M 13.62% | 252.42K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 46.74K | SH | $89.34M 9.31% | 46.74K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 384.19K | SH | $84.36M 8.79% | 384.19K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 764.08K | SH | $82.38M 8.58% | 764.08K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWSOLE | CL A | 419.47K | SH | $80.67M 8.40% | 419.47K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 233.79K | SH | $59.53M 6.20% | 233.79K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 110.71K | SH | $55.66M 5.80% | 110.71K | 0.00 | 0.00 |
COPART INCSOLE | COM | 1.11M | SH | $50.11M 5.22% | 1.11M | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 107.53K | SH | $37.93M 3.95% | 107.53K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 62.71K | SH | $35.67M 3.72% | 62.71K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 69.85K | SH | $34.87M 3.63% | 69.85K | 0.00 | 0.00 |
UNIVERSAL DISPLAY CORPSOLE | COM | 216.04K | SH | $31.03M 3.23% | 216.04K | 0.00 | 0.00 |
WAYSTAR HLDG CORPSOLE | COM | 721.56K | SH | $27.36M 2.85% | 721.56K | 0.00 | 0.00 |
AMENTUM HOLDINGS INCSOLE | COM | 862.45K | SH | $20.66M 2.15% | 862.45K | 0.00 | 0.00 |
ENERGY RECOVERY INCSOLE | COM | 1.03M | SH | $15.82M 1.65% | 1.03M | 0.00 | 0.00 |
BOK FINL CORPSOLE | COM NEW | 125.50K | SH | $13.99M 1.46% | 125.50K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 40.47K | SH | $13.82M 1.44% | 40.47K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORP NEWSOLE | CL A | 61.49K | SH | $11.89M 1.24% | 61.49K | 0.00 | 0.00 |
CARMAX INCSOLE | COM | 218.84K | SH | $9.82M 1.02% | 218.84K | 0.00 | 0.00 |
MPLX LPSOLE | COM UNIT REP LTD | 186.89K | SH | $9.34M 0.97% | 186.89K | 0.00 | 0.00 |
ENERGY TRANSFER LPSOLE | COM UT LTD PTN | 451.02K | SH | $7.74M 0.81% | 451.02K | 0.00 | 0.00 |
CYTOSORBENTS CORPSOLE | COM NEW | 5.08M | SH | $4.75M 0.49% | 5.08M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 6.00 | SH | $4.53M 0.47% | 6.00 | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 145.78K | SH | $4.13M 0.43% | 145.78K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LPSOLE | COM | 125.48K | SH | $3.92M 0.41% | 125.48K | 0.00 | 0.00 |
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