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Avenir Corp

Portfolio Manager
Avenir Corp
Performance
-1.77% (2025 Q4)
AUM (13F)
$820.50M
# of Holdings
72
Performance Rank
Allocation (Top 20)
92.61%

Avenir Corp Holdings Map

Top 50 Avenir Corp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP
11.01%244.1K$90.4M
-0.54%(-1.31K)
2025-Q1: 270.4K shares2025-Q2: 265.6K shares2025-Q3: 252.4K shares2025-Q4: 245.4K shares2026-Q1: 244.1K shares
$25.11(+1530.77%)
2026-03-31
MKL
MARKEL GROUP INC
10.69%45.8K$87.7M
-1.16%(-540)
2025-Q1: 49.6K shares2025-Q2: 48.8K shares2025-Q3: 46.7K shares2025-Q4: 46.4K shares2026-Q1: 45.8K shares
$668.42(+176.18%)
2026-03-31
AMZN
AMAZON COM INC
9.53%375.3K$78.2M
-0.91%(-3.46K)
2025-Q1: 404.1K shares2025-Q2: 400.2K shares2025-Q3: 384.2K shares2025-Q4: 378.7K shares2026-Q1: 375.3K shares
$88.04(+203.52%)
2026-03-31
AMT
AMERICAN TOWER CORP NEW
8.74%415.4K$71.7M
-0.56%(-2.36K)
2025-Q1: 435.4K shares2025-Q2: 433.0K shares2025-Q3: 419.5K shares2025-Q4: 417.7K shares2026-Q1: 415.4K shares
$62.52(+172.71%)
2026-03-31
ORLY
OREILLY AUTOMOTIVE INC
8.43%749.7K$69.2M
-1.05%(-7.93K)
2025-Q1: 58.9K shares2025-Q2: 794.0K shares2025-Q3: 764.1K shares2025-Q4: 757.6K shares2026-Q1: 749.7K shares
$18.81(+376.74%)
2026-03-31
AAPL
APPLE INC
7.08%228.9K$58.1M
-0.73%(-1.69K)
2025-Q1: 249.4K shares2025-Q2: 241.9K shares2025-Q3: 233.8K shares2025-Q4: 230.6K shares2026-Q1: 228.9K shares
$37.64(+692.23%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
6.36%108.9K$52.2M
-0.74%(-807)
2025-Q1: 113.8K shares2025-Q2: 113.1K shares2025-Q3: 110.7K shares2025-Q4: 109.7K shares2026-Q1: 108.9K shares
$160.63(+201.35%)
2026-03-31
CPRT
COPART INC
4.49%1.11M$36.8M
-0.65%(-7.29K)
2025-Q1: 1.13M shares2025-Q2: 1.15M shares2025-Q3: 1.11M shares2025-Q4: 1.12M shares2026-Q1: 1.11M shares
$20.25(+61.22%)
2026-03-31
MA
MASTERCARD INCORPORATED
3.96%65.1K$32.5M
+3.14%(+1.98K)
2025-Q1: 65.7K shares2025-Q2: 65.4K shares2025-Q3: 62.7K shares2025-Q4: 63.1K shares2026-Q1: 65.1K shares
$251.54(+94.78%)
2026-03-31
ADBE
ADOBE INC
3.75%126.6K$30.8M
+10.77%(+12.31K)
2025-Q1: 0 shares2025-Q2: 75.6K shares2025-Q3: 107.5K shares2025-Q4: 114.3K shares2026-Q1: 126.6K shares
$371.54(-36.21%)
2026-03-31

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