Investor
AVENIR CORP
CIK 0001033475 · filed 2026-02-13 · SEC filing
13F book
$921.7M
Positions
71
Largest name
12.9%
Microsoft Corp · MSFT
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Microsoft Corp | MSFT | 245.4K | $118.7M | 12.9% | — | Held |
| Markel Group Inc. | MKL | 46.4K | $99.7M | 10.8% | — | Held |
| Amazon Com Inc | AMZN | 378.7K | $87.4M | 9.5% | — | Held |
| American Tower Corp New | — | 417.7K | $73.3M | 8.0% | — | Held |
| Oreilly Automotive Inc | — | 757.6K | $69.1M | 7.5% | — | Held |
| Apple Inc. | AAPL | 230.6K | $62.7M | 6.8% | — | Held |
| Berkshire Hathaway Inc Del | — | 109.7K | $55.2M | 6.0% | — | Held |
| Copart Inc | CPRT | 1.12M | $43.7M | 4.7% | — | Held |
| Adobe Inc. | ADBE | 114.3K | $40M | 4.3% | — | Held |
| Mastercard Inc | MA | 63.1K | $36M | 3.9% | — | Held |
| Lockheed Martin Corp | LMT | 64.3K | $31.1M | 3.4% | — | Held |
| Universal Display Corp | — | 230.2K | $26.9M | 2.9% | — | Held |
| Amentum Holdings, Inc. | AMTM | 850.9K | $24.7M | 2.7% | — | Held |
| Waystar Hldg Corp | — | 746.5K | $24.4M | 2.7% | — | Held |
| Bok Finl Corp | — | 125K | $14.8M | 1.6% | — | Held |
| Visa Inc. | V | 41.5K | $14.6M | 1.6% | — | Held |
| Energy Recovery, Inc. | ERII | 969.6K | $13.1M | 1.4% | — | Held |
| Sba Communications Corp New | SBAC | 62.9K | $12.2M | 1.3% | — | Held |
| Mplx Lp | — | 186.9K | $9.97M | 1.1% | — | Held |
| Energy Transfer L P | — | 451.3K | $7.44M | 0.8% | — | Held |
| Berkshire Hathaway Inc Del | — | 6 | $4.53M | 0.5% | — | Held |
| Enterprise Prods Partners L | — | 125.5K | $4.02M | 0.4% | — | Held |
| Kinder Morgan Inc Del | — | 145.2K | $3.99M | 0.4% | — | Held |
| Alphabet Inc | — | 10.8K | $3.38M | 0.4% | — | Held |
| Cytosorbents Corp | CTSO | 5.23M | $3.34M | 0.4% | — | Held |
| Starwood Ppty Tr Inc | — | 136.8K | $2.46M | 0.3% | — | Held |
| Equinix Inc | EQIX | 2.74K | $2.1M | 0.2% | — | Held |
| Sprott Asset Management Lp | — | 60.3K | $1.99M | 0.2% | — | Held |
| Axos Financial, Inc. | AX | 20.8K | $1.79M | 0.2% | — | Held |
| American Intl Group Inc | — | 20.2K | $1.73M | 0.2% | — | Held |
| Carmax Inc | KMX | 37.7K | $1.46M | 0.2% | — | Held |
| Aes Corp | AES | 95.7K | $1.37M | 0.1% | — | Held |
| Bank America Corp | — | 24.7K | $1.36M | 0.1% | — | Held |
| Atomera Inc | ATOM | 614.4K | $1.36M | 0.1% | — | Held |
| BrightSpire Capital, Inc. | BRSP | 221.9K | $1.24M | 0.1% | — | Held |
| Adaptive Biotechnologies Cor | — | 76.4K | $1.24M | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.93K | $1.21M | 0.1% | — | Held |
| Coherent Corp. | COHR | 6.11K | $1.13M | 0.1% | — | Held |
| Digitalbridge Group Inc | — | 73.1K | $1.12M | 0.1% | — | Held |
| Brookfield Corp | — | 22.5K | $1.03M | 0.1% | — | Held |
| Exxon Mobil Corp | — | 8.35K | $1M | 0.1% | — | Held |
| Black Stone Minerals, L.P. | BSM | 73.9K | $982.1K | 0.1% | — | Held |
| Optimizerx Corp | OPRX | 77.3K | $947.2K | 0.1% | — | Held |
| Privia Health Group, Inc. | PRVA | 36.7K | $871.2K | 0.1% | — | Held |
| Lamar Advertising Co/New | LAMR | 6.78K | $858.2K | 0.1% | — | Held |
| Spdr Gold Tr | — | 2.11K | $837.8K | 0.1% | — | Held |
| Brookfield Infrast Partners | — | 23.1K | $801.5K | 0.1% | — | Held |
| Gladstone Commercial Corp | — | 67K | $714.8K | 0.1% | — | Held |
| Ccc Intelligent Solutions Hl | — | 65.8K | $522.9K | 0.1% | — | Held |
| Newtekone Inc | — | 40.8K | $463.1K | 0.1% | — | Held |
| Enovix Corp | ENVX | 62.8K | $459.3K | 0.1% | — | Held |
| Arista Networks, Inc. | ANET | 3.37K | $441.6K | 0.0% | — | Held |
| Costco Whsl Corp New | — | 500 | $431.2K | 0.0% | — | Held |
| Virginia Natl Bankshares Cor | — | 10.8K | $430.4K | 0.0% | — | Held |
| Intel Corp | INTC | 11.4K | $420.4K | 0.0% | — | Held |
| L3harris Technologies Inc | — | 1.36K | $398.4K | 0.0% | — | Held |
| Walmart Inc. | WMT | 3.5K | $390K | 0.0% | — | Held |
| Dollar Tree, Inc. | DLTR | 2.86K | $351.8K | 0.0% | — | Held |
| lululemon athletica inc. | LULU | 1.64K | $340.2K | 0.0% | — | Held |
| AbbVie Inc. | ABBV | 1.46K | $334.1K | 0.0% | — | Held |
| Burke Herbert Finl Svcs Corp | — | 4.98K | $310.3K | 0.0% | — | Held |
| Disney Walt Co | — | 2.65K | $301K | 0.0% | — | Held |
| RTX Corp | RTX | 1.63K | $299.7K | 0.0% | — | Held |
| Targa Res Corp | — | 1.6K | $295.6K | 0.0% | — | Held |
| Crown Castle Inc. | CCI | 3.24K | $287.9K | 0.0% | — | Held |
| Ge Aerospace | — | 925 | $284.9K | 0.0% | — | Held |
| Pnc Finl Svcs Group Inc | — | 1.27K | $264.3K | 0.0% | — | Held |
| Oracle Corp | — | 1.35K | $263.1K | 0.0% | — | Held |
| Paccar Inc | PCAR | 2.25K | $246.4K | 0.0% | — | Held |
| Invesco Qqq Tr | — | 344 | $211.3K | 0.0% | — | Held |
| Triplepoint Venture Growth B | — | 11K | $71.9K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.