Avenir Corp Top Holdings and 13F Report (2025) About Avenir CorpInvestment ActivityAvenir Corp has $976.81 million in total holdings as of December 31, 2024.Avenir Corp owns shares of 69 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 2.57% of the portfolio was purchased this quarter.About 4.63% of the portfolio was sold this quarter.This quarter, Avenir Corp has purchased 66 new stocks and bought additional shares in 7 stocks.Avenir Corp sold shares of 25 stocks and completely divested from 0 stocks this quarter.Largest Holdings Microsoft $115,325,592Markel Group $94,196,216Amazon.com $89,182,145American Tower $80,344,961O'Reilly Automotive $72,276,289 Largest New Holdings this Quarter 023939101 - AMENTUM HOLDINGS INC $4,068,674 Holding12135Y108 - Burke & Herbert Financial Services $243,204 Holding89677Y100 - TriplePoint Venture Growth BDC $73,800 Holding Largest Purchases this Quarter WAYSTAR HLDG CORP 396,911 shares (about $14.57M)AMENTUM HOLDINGS INC 193,470 shares (about $4.07M)SBA Communications 11,014 shares (about $2.24M)Lululemon Athletica 5,658 shares (about $2.16M)Atomera 125,874 shares (about $1.46M) Largest Sales this Quarter Markel Group 4,363 shares (about $7.53M)Microsoft 16,830 shares (about $7.09M)Copart 86,558 shares (about $4.97M)O'Reilly Automotive 3,325 shares (about $3.94M)American Tower 20,586 shares (about $3.78M) 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$115,325,592$7,093,834 ▼-5.8%273,60811.8%Computer and TechnologyMKLMarkel Group$94,196,216$7,531,485 ▼-7.4%54,5689.6%Multi-Sector ConglomeratesAMZNAmazon.com$89,182,145$3,110,735 ▼-3.4%406,5009.1%Retail/WholesaleAMTAmerican Tower$80,344,961$3,775,679 ▼-4.5%438,0628.2%FinanceORLYO'Reilly Automotive$72,276,289$3,942,817 ▼-5.2%60,9517.4%Retail/WholesaleCPRTCopart$65,708,566$4,967,564 ▼-7.0%1,144,9486.7%Business ServicesAAPLApple$63,430,588$2,893,601 ▼-4.4%253,2976.5%Computer and TechnologyBRK.BBerkshire Hathaway$52,021,631$1,809,949 ▼-3.4%114,7675.3%FinanceLULULululemon Athletica$47,153,065$2,163,676 ▲4.8%123,3054.8%Consumer DiscretionaryLMTLockheed Martin$34,928,881$1,594,369 ▼-4.4%71,8793.6%AerospaceMAMastercard$34,844,215$1,157,402 ▼-3.2%66,1723.6%Business ServicesOLEDUniversal Display$28,739,412$376,757 ▼-1.3%196,5762.9%Computer and TechnologyWAYSTAR HLDG CORP$21,661,955$14,566,634 ▲205.3%590,2442.2%COMCCCSCCC Intelligent Solutions$20,369,227$1,258,418 ▼-5.8%1,736,5072.1%Computer and TechnologyKMXCarMax$18,982,220$211,350 ▼-1.1%232,1701.9%Retail/WholesaleERIIEnergy Recovery$16,631,178$1,425,414 ▼-7.9%1,131,3731.7%IndustrialsVVisa$13,506,908$1,697,766 ▼-11.2%42,7381.4%Business ServicesSBACSBA Communications$13,459,971$2,244,653 ▲20.0%66,0451.4%FinanceBOKFBOK Financial$13,381,830$121,353 ▼-0.9%125,7101.4%FinanceAESAES$9,964,311$575,121 ▼-5.5%774,2281.0%UtilitiesMPLXMplx$8,772,451$41,734 ▼-0.5%183,2940.9%EnergyETEnergy Transfer$8,593,389$41,923 ▼-0.5%438,6620.9%EnergyATOMAtomera$5,991,690$1,460,138 ▲32.2%516,5250.6%Computer and TechnologyBRK.ABerkshire Hathaway$4,085,5200.0%60.4%FinanceAMENTUM HOLDINGS INC$4,068,674$4,068,674 ▲New Holding193,4700.4%COMKMIKinder Morgan$4,036,0200.0%147,3000.4%EnergyEPDEnterprise Products Partners$3,875,4060.0%123,5780.4%EnergyCTSOCytosorbents$2,815,491$107,732 ▲4.0%3,093,9460.3%MedicalEQIXEquinix$2,584,4610.0%2,7410.3%FinanceGOOGAlphabet$2,051,1180.0%10,7700.2%Computer and TechnologyAIGAmerican International Group$1,549,1840.0%21,2800.2%FinanceAXAxos Financial$1,452,1820.0%20,7900.1%FinanceSTWDStarwood Property Trust$1,447,6470.0%76,3930.1%FinanceDBRGDigitalBridge Group$1,416,080$476,603 ▼-25.2%125,5390.1%FinanceBRSPBrightSpire Capital$1,251,516$47,940 ▲4.0%221,9000.1%FinanceGOODGladstone Commercial$1,087,8850.0%66,9880.1%FinanceBACBank of America$1,087,323$273,237 ▼-20.1%24,7400.1%FinanceBSMBlack Stone Minerals$1,078,9400.0%73,9000.1%EnergyVOOVanguard S&P 500 ETF$1,039,9030.0%1,9300.1%ETFXOMExxon Mobil$944,8900.0%8,7840.1%EnergyBNBrookfield$861,7500.0%15,0000.1%FinanceSPROTT PHYSICAL GOLD TRUST$782,6400.0%38,8600.1%UNITBIPBrookfield Infrastructure Partners$733,4560.0%23,0720.1%FinancePRVAPrivia Health Group$718,3650.0%36,7450.1%MedicalCOHRCoherent$578,8000.0%6,1100.1%Business ServicesMGNIMagnite$557,2000.0%35,0000.1%Computer and TechnologyGLDSPDR Gold Shares$511,8630.0%2,1140.1%FinanceNEWTNewtekOne$482,7060.0%37,8000.0%FinanceWBAWalgreens Boots Alliance$477,052$99,402 ▼-17.2%51,1310.0%Retail/WholesaleCOSTCostco Wholesale$458,1350.0%5000.0%Retail/WholesaleADPTAdaptive Biotechnologies$457,8080.0%76,3650.0%MedicalENVXEnovix$415,669$103,374 ▲33.1%38,2400.0%EnergyVABKVirginia National Bankshares$412,5600.0%10,8000.0%FinanceOPRXOptimizeRx$375,484$53,460 ▼-12.5%77,2600.0%Computer and TechnologyWMTWalmart$324,1760.0%3,5880.0%Retail/WholesaleDISWalt Disney$294,6320.0%2,6460.0%Consumer DiscretionaryCCICrown Castle$294,0620.0%3,2400.0%FinanceTRGPTarga Resources$285,9570.0%1,6020.0%EnergyLHXL3Harris Technologies$285,3500.0%1,3570.0%AerospaceABBVAbbVie$259,7970.0%1,4620.0%MedicalLUNALuna Innovations$257,213$330,480 ▼-56.2%119,0800.0%Business ServicesPNCThe PNC Financial Services Group$244,1480.0%1,2660.0%FinanceBHRBBurke & Herbert Financial Services$243,204$243,204 ▲New Holding3,9000.0%FinancePCARPACCAR$234,0450.0%2,2500.0%Auto/Tires/TrucksINTCIntel$228,4300.0%11,3930.0%Computer and TechnologyORCLOracle$224,9640.0%1,3500.0%Computer and TechnologyDLTRDollar Tree$214,328$380,769 ▼-64.0%2,8600.0%Retail/WholesaleDENNDenny's$185,6750.0%30,6900.0%Retail/WholesaleTPVGTriplePoint Venture Growth BDC$73,800$73,800 ▲New Holding10,0000.0%FinanceShowing 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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