StockDriftsStockDriftsTop 50 Avenir CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 10.89% | 239.6K | $89.4M | -1.85%(-4.51K) | $25.11(+1836.03%) | 2026-06-30 | |
| MKL | MARKEL GROUP INC | 10.52% | 44.2K | $86.4M | -3.53%(-1.62K) | $668.42(+174.48%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 10.47% | 360.6K | $85.9M | -3.92%(-14.70K) | $88.04(+198.20%) | 2026-06-30 | |
| ORLY | OREILLY AUTOMOTIVE INC | 8.2% | 731.2K | $67.3M | -2.47%(-18.55K) | $18.81(+384.02%) | 2026-06-30 | |
| AMT | AMERICAN TOWER CORP NEW | 8.11% | 407.1K | $66.6M | -1.98%(-8.24K) | $62.52(+176.91%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.59% | 215.2K | $62.3M | -5.99%(-13.71K) | $37.64(+711.28%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6.53% | 107.1K | $53.6M | -1.68%(-1.83K) | $160.63(+212.11%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 3.99% | 63.8K | $32.8M | -1.99%(-1.30K) | $251.54(+125.35%) | 2026-06-30 | |
| CPRT | COPART INC | 3.71% | 1.08M | $30.5M | -2.51%(-27.88K) | $20.25(+56.08%) | 2026-06-30 | |
| ADBE | ADOBE INC | 3.39% | 135.6K | $27.8M | +7.06%(+8.94K) | $361.74(-27.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.09% | +12.77% | +1.81% | +9.38% |
| Top 20 Holdings Unweighted | +3.85% | +12.00% | +0.30% | +1.49% |
Avenir CORP reports $820.74M in US-listed equity holdings across 79 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (10.9%), MKL (10.5%) and AMZN (10.5%). The top 20 holdings account for 91.65% of reported assets. Its disclosed equity book has returned +12.77% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Avenir CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1033475). View Avenir CORP’s 13F filings on SEC