Avenir Corp Top Holdings and 13F Report (2025) About Avenir CorpInvestment ActivityAvenir Corp has $972.93 million in total holdings as of June 30, 2025.Avenir Corp owns shares of 74 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 10.82% of the portfolio was purchased this quarter.About 4.46% of the portfolio was sold this quarter.This quarter, Avenir Corp has purchased 70 new stocks and bought additional shares in 11 stocks.Avenir Corp sold shares of 23 stocks and completely divested from 0 stocks this quarter.Largest Holdings Microsoft $132,105,542Markel Group $97,448,883American Tower $95,698,391Amazon.com $87,796,148O'Reilly Automotive $71,562,071 Largest New Holdings this Quarter 00724F101 - Adobe $29,248,128 Holding512816109 - Lamar Advertising $468,450 Holding68389X105 - Oracle $295,151 Holding369604301 - GE Aerospace $238,086 Holding Largest Purchases this Quarter O'Reilly Automotive 735,097 shares (about $66.25M)Adobe 75,600 shares (about $29.25M)Universal Display 28,277 shares (about $4.37M)WAYSTAR HLDG CORP 43,424 shares (about $1.77M)Copart 26,942 shares (about $1.32M) Largest Sales this Quarter lululemon athletica 119,876 shares (about $28.48M)AES 544,010 shares (about $5.72M)Microsoft 4,763 shares (about $2.37M)Markel Group 851 shares (about $1.70M)Apple 7,466 shares (about $1.53M) 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$132,105,542$2,369,162 ▼-1.8%265,58713.6%Computer and TechnologyMKLMarkel Group$97,448,883$1,699,748 ▼-1.7%48,78910.0%Multi-Sector ConglomeratesAMTAmerican Tower$95,698,391$543,046 ▼-0.6%432,9859.8%FinanceAMZNAmazon.com$87,796,148$864,397 ▼-1.0%400,1839.0%Retail/WholesaleORLYO'Reilly Automotive$71,562,071$66,254,314 ▲1,248.3%793,9877.4%Retail/WholesaleCPRTCopart$56,664,319$1,322,044 ▲2.4%1,154,7655.8%Business ServicesBRK.BBerkshire Hathaway$54,935,414$363,357 ▼-0.7%113,0895.6%FinanceAAPLApple$49,637,355$1,531,798 ▼-3.0%241,9335.1%Computer and TechnologyMAMastercard$36,756,241$162,961 ▼-0.4%65,4103.8%Business ServicesOLEDUniversal Display$34,467,711$4,367,661 ▲14.5%223,1503.5%Computer and TechnologyLMTLockheed Martin$34,020,064$86,144 ▼-0.3%73,4553.5%AerospaceADBEAdobe$29,248,128$29,248,128 ▲New Holding75,6003.0%Computer and TechnologyWAYSTAR HLDG CORP$26,894,217$1,774,739 ▲7.1%658,0432.8%COMAMENTUM HOLDINGS INC$21,139,261$208,004 ▼-1.0%895,3522.2%COMKMXCarMax$15,117,950$158,884 ▼-1.0%224,9361.6%Retail/WholesaleVVisa$14,892,207$155,512 ▼-1.0%41,9441.5%Business ServicesSBACSBA Communications$14,669,574$720,022 ▼-4.7%62,4661.5%FinanceERIIEnergy Recovery$13,520,727$111,109 ▼-0.8%1,057,9601.4%IndustrialsBOKFBOK Financial$12,252,565$20,502 ▼-0.2%125,5001.3%FinanceMPLXMplx$9,424,630$16,844 ▼-0.2%182,9671.0%EnergyETEnergy Transfer$7,974,154$21,212 ▲0.3%439,8320.8%EnergyCTSOCytosorbents$6,474,928$17,432 ▲0.3%5,058,5370.7%MedicalBRK.ABerkshire Hathaway$4,372,8000.0%60.4%FinanceKMIKinder Morgan$4,286,0790.0%145,7850.4%EnergyEPDEnterprise Products Partners$3,891,073$58,919 ▲1.5%125,4780.4%EnergyATOMAtomera$2,896,821$224,109 ▲8.4%574,7660.3%Computer and TechnologyEQIXEquinix$2,180,3830.0%2,7410.2%FinanceAESAES$2,003,905$5,722,993 ▼-74.1%190,4850.2%UtilitiesSTWDStarwood Property Trust$1,922,566$389,358 ▲25.4%95,7930.2%FinanceGOOGAlphabet$1,910,5640.0%10,7700.2%Computer and TechnologyAIGAmerican International Group$1,815,3640.0%21,2100.2%FinanceAXAxos Financial$1,580,8720.0%20,7900.2%FinanceSPROTT PHYSICAL GOLD TRUST$1,528,859$543,758 ▲55.2%60,3100.2%UNITDBRGDigitalBridge Group$1,212,471$4,326 ▼-0.4%117,1470.1%FinanceBACBank of America$1,167,858$2,839 ▼-0.2%24,6800.1%FinanceBRSPBrightSpire Capital$1,120,5950.0%221,9000.1%FinanceVOOVanguard S&P 500 ETF$1,096,2980.0%1,9300.1%ETFOPRXOptimizeRx$1,043,0100.0%77,2600.1%Computer and TechnologyBSMBlack Stone Minerals$966,6120.0%73,9000.1%EnergyGOODGladstone Commercial$959,9380.0%66,9880.1%FinanceBNBrookfield$927,7500.0%15,0000.1%FinanceXOMExxon Mobil$899,591$44,090 ▼-4.7%8,3450.1%EnergyADPTAdaptive Biotechnologies$889,6520.0%76,3650.1%MedicalPRVAPrivia Health Group$845,1350.0%36,7450.1%MedicalBIPBrookfield Infrastructure Partners$772,8790.0%23,0710.1%FinanceGLDSPDR Gold Shares$644,4110.0%2,1140.1%FinanceCCCSCCC Intelligent Solutions$620,326$55,124 ▼-8.2%65,9220.1%Computer and TechnologyWBAWalgreens Boots Alliance$590,531$781 ▼-0.1%51,4400.1%Retail/WholesaleCOHRCoherent$545,0730.0%6,1100.1%Business ServicesLULUlululemon athletica$516,737$28,480,168 ▼-98.2%2,1750.1%Consumer DiscretionaryCOSTCostco Wholesale$494,9700.0%5000.1%Retail/WholesaleENVXEnovix$490,943$17,888 ▲3.8%47,4800.1%EnergyLAMRLamar Advertising$468,450$468,450 ▲New Holding3,8600.0%FinanceNEWTNewtekOne$426,3840.0%37,8000.0%FinanceVABKVirginia National Bankshares$399,6000.0%10,8000.0%FinanceWMTWalmart$350,8350.0%3,5880.0%Retail/WholesaleARISTA NETWORKS INC$344,7850.0%3,3700.0%COM SHSLHXL3Harris Technologies$340,3900.0%1,3570.0%AerospaceCCICrown Castle$332,8450.0%3,2400.0%FinanceDISWalt Disney$328,1300.0%2,6460.0%Consumer DiscretionaryORCLOracle$295,151$295,151 ▲New Holding1,3500.0%Computer and TechnologyDLTRDollar Tree$283,2540.0%2,8600.0%Retail/WholesaleTRGPTarga Resources$278,8760.0%1,6020.0%EnergyINTCIntel$277,6030.0%12,3930.0%Computer and TechnologyABBVAbbVie$271,3760.0%1,4620.0%MedicalRTXRTX$238,5970.0%1,6340.0%AerospaceGEGE Aerospace$238,086$238,086 ▲New Holding9250.0%AerospacePNCThe PNC Financial Services Group$236,0080.0%1,2660.0%FinancePCARPACCAR$213,8850.0%2,2500.0%Auto/Tires/TrucksABTAbbott Laboratories$208,7200.0%1,5350.0%MedicalBHRBBurke & Herbert Financial Services$206,069$26,879 ▼-11.5%3,4500.0%FinanceDENNDenny's$125,8290.0%30,6900.0%Retail/WholesaleLUNALuna Innovations$105,3860.0%119,0800.0%Business ServicesTPVGTriplePoint Venture Growth BDC$70,1000.0%10,0000.0%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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