Avenir Corp Top Holdings and 13F Report (2025) About Avenir CorpInvestment ActivityAvenir Corp has $953.01 million in total holdings as of March 31, 2025.Avenir Corp owns shares of 70 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 1.83% of the portfolio was purchased this quarter.About 3.74% of the portfolio was sold this quarter.This quarter, Avenir Corp has purchased 69 new stocks and bought additional shares in 8 stocks.Avenir Corp sold shares of 22 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $101,486,620American Tower $94,752,208Markel Group $92,807,147O'Reilly Automotive $84,364,278Amazon.com $76,888,442 Largest New Holdings this Quarter 040413205 - ARISTA NETWORKS INC $261,108 Holding75513E101 - RTX $216,440 Holding002824100 - Abbott Laboratories $203,564 Holding Largest Purchases this Quarter AMENTUM HOLDINGS INC 710,692 shares (about $12.93M)Cytosorbents 1,950,972 shares (about $1.95M)WAYSTAR HLDG CORP 24,375 shares (about $910.65K)Lockheed Martin 1,762 shares (about $787.11K)ARISTA NETWORKS INC 3,370 shares (about $261.11K) Largest Sales this Quarter CCC Intelligent Solutions 1,664,727 shares (about $15.03M)Markel Group 4,928 shares (about $9.21M)O'Reilly Automotive 2,061 shares (about $2.95M)Microsoft 3,258 shares (about $1.22M)Energy Recovery 64,719 shares (about $1.03M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAvenir Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$101,486,620$1,223,020 ▼-1.2%270,35010.6%Computer and TechnologyAMTAmerican Tower$94,752,208$570,112 ▼-0.6%435,4429.9%FinanceMKLMarkel Group$92,807,147$9,213,409 ▼-9.0%49,6409.7%Multi-Sector ConglomeratesORLYO'Reilly Automotive$84,364,278$2,952,535 ▼-3.4%58,8908.9%Retail/WholesaleAMZNAmazon.com$76,888,442$452,248 ▼-0.6%404,1238.1%Retail/WholesaleCPRTCopart$63,823,504$969,104 ▼-1.5%1,127,8236.7%Business ServicesBRK.BBerkshire Hathaway$60,627,496$495,301 ▼-0.8%113,8376.4%FinanceAAPLApple$55,398,959$865,862 ▼-1.5%249,3995.8%Computer and TechnologyMAMastercard$36,011,236$258,711 ▼-0.7%65,7003.8%Business ServicesLULULululemon Athletica$34,547,827$354,958 ▼-1.0%122,0513.6%Consumer DiscretionaryLMTLockheed Martin$32,896,283$787,106 ▲2.5%73,6413.5%AerospaceOLEDUniversal Display$27,180,852$237,534 ▼-0.9%194,8732.9%Computer and TechnologyWAYSTAR HLDG CORP$22,962,166$910,650 ▲4.1%614,6192.4%COMKMXCarMax$17,711,217$379,470 ▼-2.1%227,3001.9%Retail/WholesaleERIIEnergy Recovery$16,949,130$1,028,385 ▼-5.7%1,066,6541.8%IndustrialsAMENTUM HOLDINGS INC$16,455,748$12,934,594 ▲367.3%904,1621.7%COMVVisa$14,853,186$124,764 ▼-0.8%42,3821.6%Business ServicesSBACSBA Communications$14,417,750$112,866 ▼-0.8%65,5321.5%FinanceBOKFBOK Financial$13,092,6970.0%125,7101.4%FinanceMPLXMplx$9,809,8950.0%183,2941.0%EnergyAESAES$9,122,431$493,484 ▼-5.1%734,4951.0%UtilitiesETEnergy Transfer$8,154,7270.0%438,6620.9%EnergyCTSOCytosorbents$5,044,919$1,950,972 ▲63.1%5,044,9180.5%MedicalBRK.ABerkshire Hathaway$4,790,6500.0%60.5%FinanceEPDEnterprise Products Partners$4,218,9530.0%123,5780.4%EnergyKMIKinder Morgan$4,159,246$43,223 ▼-1.0%145,7850.4%EnergyEQIXEquinix$2,234,8740.0%2,7410.2%FinanceATOMAtomera$2,121,200$55,100 ▲2.7%530,3000.2%Computer and TechnologyAIGAmerican International Group$1,843,997$6,086 ▼-0.3%21,2100.2%FinanceGOOGAlphabet$1,682,6620.0%10,7700.2%Computer and TechnologySTWDStarwood Property Trust$1,510,2900.0%76,3930.2%FinanceAXAxos Financial$1,341,3710.0%20,7900.1%FinanceBRSPBrightSpire Capital$1,233,7640.0%221,9000.1%FinanceBSMBlack Stone Minerals$1,128,4530.0%73,9000.1%EnergyXOMExxon Mobil$1,041,108$3,568 ▼-0.3%8,7540.1%EnergyDBRGDigitalBridge Group$1,036,923$70,331 ▼-6.4%117,5650.1%FinanceBACBank of America$1,032,4000.0%24,7400.1%FinanceGOODGladstone Commercial$1,003,4800.0%66,9880.1%FinanceVOOVanguard S&P 500 ETF$991,8460.0%1,9300.1%ETFSPROTT PHYSICAL GOLD TRUST$934,9720.0%38,8600.1%UNITPRVAPrivia Health Group$824,9250.0%36,7450.1%MedicalBNBrookfield$786,1500.0%15,0000.1%FinanceBIPBrookfield Infrastructure Partners$687,285$30 ▼0.0%23,0710.1%FinanceOPRXOptimizeRx$669,0720.0%77,2600.1%Computer and TechnologyCCCSCCC Intelligent Solutions$648,173$15,032,476 ▼-95.9%71,7800.1%Computer and TechnologyGLDSPDR Gold Shares$609,1280.0%2,1140.1%FinanceWBAWalgreens Boots Alliance$575,344$4,211 ▲0.7%51,5080.1%Retail/WholesaleADPTAdaptive Biotechnologies$567,3920.0%76,3650.1%MedicalCOSTCostco Wholesale$472,8900.0%5000.0%Retail/WholesaleNEWTNewtekOne$452,0880.0%37,8000.0%FinanceCOHRCoherent$396,7830.0%6,1100.0%Business ServicesVABKVirginia National Bankshares$389,6640.0%10,8000.0%FinanceCCICrown Castle$337,7050.0%3,2400.0%FinanceENVXEnovix$335,805$55,123 ▲19.6%45,7500.0%EnergyTRGPTarga Resources$321,1530.0%1,6020.0%EnergyWMTWalmart$314,9910.0%3,5880.0%Retail/WholesaleABBVAbbVie$306,3180.0%1,4620.0%MedicalLHXL3Harris Technologies$284,0340.0%1,3570.0%AerospaceINTCIntel$281,445$22,710 ▲8.8%12,3930.0%Computer and TechnologyDISWalt Disney$261,1600.0%2,6460.0%Consumer DiscretionaryARISTA NETWORKS INC$261,108$261,108 ▲New Holding3,3700.0%COM SHSPNCThe PNC Financial Services Group$222,5250.0%1,2660.0%FinancePCARPACCAR$219,0830.0%2,2500.0%Auto/Tires/TrucksBHRBBurke & Herbert Financial Services$218,8290.0%3,9000.0%FinanceRTXRTX$216,440$216,440 ▲New Holding1,6340.0%AerospaceDLTRDollar Tree$214,7000.0%2,8600.0%Retail/WholesaleABTAbbott Laboratories$203,564$203,564 ▲New Holding1,5350.0%MedicalDENNDenny's$112,6320.0%30,6900.0%Retail/WholesaleLUNALuna Innovations$80,9740.0%119,0800.0%Business ServicesTPVGTriplePoint Venture Growth BDC$69,8000.0%10,0000.0%FinanceMGNIMagnite$0$557,200 ▼-100.0%00.0%Computer and TechnologyORCLOracle$0$224,964 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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