Filed: 5/14/2026ACC: 0001033475-26-000005
📋 What this filing means
AVENIR CORP filed this quarterly 13F‑HR report disclosing 72 equity positions with a total reported market value of $820.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
72
Positions
$820.50M
Total AUM (reported)
15.35M
Total Shares
Allocation by class
COM$583.04M71.1%
CL A$119.99M14.6%
CL B NEW$52.20M6.4%
COM NEW$21.67M2.6%
COM CL A$13.66M1.7%
COM UNIT REP LTD$10.67M1.3%
COM UT LTD PTN$8.71M1.1%
Portfolio Concentration
Top 3$256.25M31.2%
4–10$351.29M42.8%
11–25$175.05M21.3%
Rest$37.92M4.6%
Top 3 weight
31.2%
Top 10 weight
74.0%
Voting Authority Distribution
Total shares with voting rights: 15.35M
Sole
Full voting authority
15.35M
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)
Sole72
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings72
Rows:
MICROSOFT CORP
SOLEShares244.11K
TypeSH
Market value$90.36M
11.01%
Sole
244.11K
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares45.83K
TypeSH
Market value$87.73M
10.69%
Sole
45.83K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares375.27K
TypeSH
Market value$78.16M
9.53%
Sole
375.27K
Shared
0.00
None
0.00
AMERICAN TOWER CORP NEW
SOLEShares415.35K
TypeSH
Market value$71.68M
8.74%
Sole
415.35K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares749.70K
TypeSH
Market value$69.20M
8.43%
Sole
749.70K
Shared
0.00
None
0.00
APPLE INC
SOLEShares228.87K
TypeSH
Market value$58.09M
7.08%
Sole
228.87K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares108.94K
TypeSH
Market value$52.20M
6.36%
Sole
108.94K
Shared
0.00
None
0.00
COPART INC
SOLEShares1.11M
TypeSH
Market value$36.82M
4.49%
Sole
1.11M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares65.07K
TypeSH
Market value$32.51M
3.96%
Sole
65.07K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares126.64K
TypeSH
Market value$30.78M
3.75%
Sole
126.64K
Shared
0.00
None
0.00
WAYSTAR HLDG CORP
SOLEShares973.26K
TypeSH
Market value$23.47M
2.86%
Sole
973.26K
Shared
0.00
None
0.00
AMENTUM HOLDINGS INC
SOLEShares841.10K
TypeSH
Market value$21.94M
2.67%
Sole
841.10K
Shared
0.00
None
0.00
UNIVERSAL DISPLAY CORP
SOLEShares230.15K
TypeSH
Market value$21.10M
2.57%
Sole
230.15K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares31.95K
TypeSH
Market value$19.31M
2.35%
Sole
31.95K
Shared
0.00
None
0.00
BOK FINL CORP
SOLEShares124.96K
TypeSH
Market value$16.00M
1.95%
Sole
124.96K
Shared
0.00
None
0.00
VISA INC
SOLEShares41.08K
TypeSH
Market value$12.41M
1.51%
Sole
41.08K
Shared
0.00
None
0.00
MPLX LP
SOLEShares186.89K
TypeSH
Market value$10.67M
1.30%
Sole
186.89K
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP NEW
SOLEShares61.75K
TypeSH
Market value$10.63M
1.30%
Sole
61.75K
Shared
0.00
None
0.00
ENERGY TRANSFER LP
SOLEShares451.33K
TypeSH
Market value$8.71M
1.06%
Sole
451.33K
Shared
0.00
None
0.00
ENERGY RECOVERY INC
SOLEShares817.75K
TypeSH
Market value$8.23M
1.00%
Sole
817.75K
Shared
0.00
None
0.00
ATOMERA INC
SOLEShares1.46M
TypeSH
Market value$5.57M
0.68%
Sole
1.46M
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares145.19K
TypeSH
Market value$4.87M
0.59%
Sole
145.19K
Shared
0.00
None
0.00
ENTERPRISE PRODS PARTNERS LP
SOLEShares125.48K
TypeSH
Market value$4.75M
0.58%
Sole
125.48K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.00
TypeSH
Market value$4.31M
0.53%
Sole
6.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares10.77K
TypeSH
Market value$3.09M
0.38%
Sole
10.77K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 244.11K | SH | $90.36M 11.01% | 244.11K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 45.83K | SH | $87.73M 10.69% | 45.83K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 375.27K | SH | $78.16M 9.53% | 375.27K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWSOLE | CL A | 415.35K | SH | $71.68M 8.74% | 415.35K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 749.70K | SH | $69.20M 8.43% | 749.70K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 228.87K | SH | $58.09M 7.08% | 228.87K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 108.94K | SH | $52.20M 6.36% | 108.94K | 0.00 | 0.00 |
COPART INCSOLE | COM | 1.11M | SH | $36.82M 4.49% | 1.11M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 65.07K | SH | $32.51M 3.96% | 65.07K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 126.64K | SH | $30.78M 3.75% | 126.64K | 0.00 | 0.00 |
WAYSTAR HLDG CORPSOLE | COM | 973.26K | SH | $23.47M 2.86% | 973.26K | 0.00 | 0.00 |
AMENTUM HOLDINGS INCSOLE | COM | 841.10K | SH | $21.94M 2.67% | 841.10K | 0.00 | 0.00 |
UNIVERSAL DISPLAY CORPSOLE | COM | 230.15K | SH | $21.10M 2.57% | 230.15K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 31.95K | SH | $19.31M 2.35% | 31.95K | 0.00 | 0.00 |
BOK FINL CORPSOLE | COM NEW | 124.96K | SH | $16.00M 1.95% | 124.96K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 41.08K | SH | $12.41M 1.51% | 41.08K | 0.00 | 0.00 |
MPLX LPSOLE | COM UNIT REP LTD | 186.89K | SH | $10.67M 1.30% | 186.89K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORP NEWSOLE | CL A | 61.75K | SH | $10.63M 1.30% | 61.75K | 0.00 | 0.00 |
ENERGY TRANSFER LPSOLE | COM UT LTD PTN | 451.33K | SH | $8.71M 1.06% | 451.33K | 0.00 | 0.00 |
ENERGY RECOVERY INCSOLE | COM | 817.75K | SH | $8.23M 1.00% | 817.75K | 0.00 | 0.00 |
ATOMERA INCSOLE | COM | 1.46M | SH | $5.57M 0.68% | 1.46M | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 145.19K | SH | $4.87M 0.59% | 145.19K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LPSOLE | COM | 125.48K | SH | $4.75M 0.58% | 125.48K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 6.00 | SH | $4.31M 0.53% | 6.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 10.77K | SH | $3.09M 0.38% | 10.77K | 0.00 | 0.00 |
Page 1 of 3