Avenir Corp Top Holdings and 13F Report (2026) About Avenir CorpInvestment ActivityAvenir Corp has $820.50 million in total holdings as of March 31, 2026.Avenir Corp owns shares of 72 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 1.89% of the portfolio was purchased this quarter.About 3.70% of the portfolio was sold this quarter.This quarter, Avenir Corp has purchased 71 new stocks and bought additional shares in 4 stocks.Avenir Corp sold shares of 23 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $90,362,226Markel Group $87,725,834Amazon.com $78,158,212American Tower $71,681,528O'Reilly Automotive $69,204,807 Largest New Holdings this Quarter 60855R100 - Molina Healthcare $1,967,775 Holding45784P101 - Insulet $237,119 Holding29250N105 - Enbridge $215,207 Holding55955D100 - Magnite $210,454 Holding36828A101 - GE VERNOVA INC. $201,640 Holding Largest Purchases this Quarter WAYSTAR HLDG CORP 226,793 shares (about $5.47M)Atomera 847,030 shares (about $3.23M)Adobe 12,314 shares (about $2.99M)Molina Healthcare 14,762 shares (about $1.97M)Mastercard 1,980 shares (about $989.33K) Largest Sales this Quarter Lockheed Martin 32,384 shares (about $19.57M)Energy Recovery 151,825 shares (about $1.53M)CarMax 26,680 shares (about $1.11M)Markel Group 540 shares (about $1.03M)O'Reilly Automotive 7,932 shares (about $732.20K) 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$90,362,226$486,774 â–¼-0.5%244,11011.0%Computer and TechnologyMKLMarkel Group$87,725,834$1,033,600 â–¼-1.2%45,83210.7%Multi-Sector ConglomeratesAMZNAmazon.com$78,158,212$721,032 â–¼-0.9%375,2739.5%Retail/WholesaleAMTAmerican Tower$71,681,528$407,289 â–¼-0.6%415,3528.7%FinanceORLYO'Reilly Automotive$69,204,807$732,203 â–¼-1.0%749,7008.4%Retail/WholesaleAAPLApple$58,085,124$428,143 â–¼-0.7%228,8717.1%Computer and TechnologyBRK.BBerkshire Hathaway$52,204,336$386,713 â–¼-0.7%108,9416.4%FinanceCPRTCopart$36,818,833$242,061 â–¼-0.7%1,109,0014.5%Business ServicesMAMastercard$32,511,401$989,328 â–²3.1%65,0674.0%Business ServicesADBEAdobe$30,783,165$2,993,287 â–²10.8%126,6383.8%Computer and TechnologyWAYSTAR HLDG CORP$23,465,299$5,467,979 â–²30.4%973,2602.9%COMAMENTUM HOLDINGS INC$21,935,862$256,758 â–¼-1.2%841,0992.7%COMOLEDUniversal Display$21,095,687$2,658 â–¼0.0%230,1522.6%Computer and TechnologyLMTLockheed Martin$19,311,318$19,572,412 â–¼-50.3%31,9522.4%AerospaceBOKFBOK Financial$16,001,993$5,122 â–¼0.0%124,9572.0%FinanceVVisa$12,414,499$126,034 â–¼-1.0%41,0751.5%Business ServicesMPLXMplx$10,665,9260.0%186,8921.3%EnergySBACSBA Communications$10,627,362$199,993 â–¼-1.8%61,7471.3%FinanceETEnergy Transfer$8,710,6110.0%451,3271.1%EnergyERIIEnergy Recovery$8,234,798$1,528,879 â–¼-15.7%817,7551.0%IndustrialsATOMAtomera$5,567,991$3,227,184 â–²137.9%1,461,4150.7%Computer and TechnologyKMIKinder Morgan$4,868,0530.0%145,1850.6%EnergyEPDEnterprise Products Partners$4,748,0880.0%125,4780.6%EnergyBRK.ABerkshire Hathaway$4,308,8400.0%60.5%FinanceGOOGAlphabet$3,089,6020.0%10,7700.4%Computer and TechnologyCTSOCytosorbents$2,953,694$8,111 â–¼-0.3%5,215,7760.4%MedicalEQIXEquinix$2,686,8380.0%2,7410.3%FinanceSTWDStarwood Property Trust$2,345,243$9,729 â–¼-0.4%136,1930.3%FinanceSPROTT PHYSICAL GOLD TRUST$2,137,3860.0%60,3100.3%UNITMOHMolina Healthcare$1,967,775$1,967,775 â–²New Holding14,7620.2%MedicalAXAxos Financial$1,769,0210.0%20,7900.2%FinanceAIGAmerican International Group$1,518,5450.0%20,1800.2%FinanceCOHRCoherent$1,455,4630.0%6,1100.2%Business ServicesXOMExxonMobil$1,415,8130.0%8,3450.2%EnergyBRSPBrightSpire Capital$1,242,6400.0%221,9000.2%FinanceBACBank of America$1,203,6380.0%24,6900.1%FinanceVOOVanguard S&P 500 ETF$1,153,2720.0%1,9300.1%ETFBSMBlack Stone Minerals$1,117,3680.0%73,9000.1%EnergyADPTAdaptive Biotechnologies$1,059,9460.0%76,3650.1%MedicalBNBrookfield$910,5750.0%22,5000.1%FinanceGLDSPDR Gold Shares$909,6330.0%2,1140.1%FinanceLAMRLamar Advertising$858,7550.0%6,7800.1%FinanceBIPBrookfield Infrastructure Partners$833,3250.0%23,0710.1%FinanceGOODGladstone Commercial$762,930$2,743 â–¼-0.4%66,7480.1%FinancePRVAPrivia Health Group$755,8450.0%36,7450.1%MedicalINTCIntel$502,7730.0%11,3930.1%Computer and TechnologyCOSTCostco Wholesale$498,2150.0%5000.1%Retail/WholesaleOPRXOptimizeRx$485,1930.0%77,2600.1%Computer and TechnologyLHXL3Harris Technologies$468,3690.0%1,3570.1%AerospaceKMXCarMax$458,253$1,109,354 â–¼-70.8%11,0210.1%Retail/WholesaleNEWTNewtekOne$446,7600.0%40,8000.1%FinanceWALMART INC$435,1040.0%3,5010.1%COMARISTA NETWORKS INC$413,7690.0%3,3700.1%COM SHSVABKVirginia National Bankshares$412,5600.0%10,8000.1%FinanceTRGPTarga Resources$401,6690.0%1,6020.0%EnergyCCCSCCC Intelligent Solutions$365,742$28,890 â–¼-7.3%60,9570.0%Computer and TechnologyENVXEnovix$325,4490.0%62,8280.0%EnergyABBVAbbVie$317,9700.0%1,4620.0%MedicalRTXRTX$315,1990.0%1,6340.0%AerospaceDLTRDollar Tree$313,1990.0%2,8600.0%Retail/WholesaleCCICrown Castle$263,4440.0%3,2400.0%FinancePNCThe PNC Financial Services Group$263,4420.0%1,2660.0%FinanceGEGE Aerospace$262,4870.0%9250.0%AerospacePCARPACCAR$259,8750.0%2,2500.0%Auto/Tires/TrucksDISWalt Disney$251,455$3,566 â–¼-1.4%2,6090.0%Consumer DiscretionaryBHRBBurke & Herbert Financial Services$249,160$61,044 â–¼-19.7%4,0000.0%FinancePODDInsulet$237,119$237,119 â–²New Holding1,1300.0%MedicalLULUlululemon athletica$229,650$20,975 â–¼-8.4%1,5000.0%Consumer DiscretionaryENBEnbridge$215,207$215,207 â–²New Holding3,9750.0%EnergyMGNIMagnite$210,454$210,454 â–²New Holding17,7150.0%Computer and TechnologyGE VERNOVA INC.$201,640$201,640 â–²New Holding2310.0%COMTPVGTriplePoint Venture Growth BDC$54,8900.0%11,0000.0%FinanceAESAES$0$1,372,653 â–¼-100.0%00.0%UtilitiesDBRGDigitalBridge Group$0$1,121,952 â–¼-100.0%00.0%FinanceORCLOracle$0$263,129 â–¼-100.0%00.0%Computer and TechnologyQQQInvesco QQQ$0$211,323 â–¼-100.0%00.0%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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