AVENIR CORP
CIK 1033475
13F filing for Q2 2026・No. 2,909
- Holdings
- US$820.74M
- Quarter change
- +US$238.38K
- Entries
- 79
- Net bought (estimate)
- −US$12.32M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 3
- Cut 29
- Added 9
- Corporate actions 0
- Unchanged 31
Largest holdings
79 stocks worth US$820.74M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MSFTMicrosoftCOM | Cut | 239,602 | US$89.38M | 10.89% |
| MKLMARKEL GROUP INCCOM | Cut | 44,214 | US$86.35M | 10.52% |
| AMZNAmazonCOM | Cut | 360,572 | US$85.94M | 10.47% |
| ORLYOREILLY AUTOMOTIVE INCCOM | Cut | 731,153 | US$67.33M | 8.20% |
| AMTAMERICAN TOWER CORP NEWCL A | Cut | 407,116 | US$66.59M | 8.11% |
| AAPLAppleCOM | Cut | 215,158 | US$62.26M | 7.59% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 107,115 | US$53.6M | 6.53% |
| MAMASTERCARD INCORPORATEDCL A | Cut | 63,770 | US$32.75M | 3.99% |
| CPRTCOPART INCCOM | Cut | 1,081,123 | US$30.48M | 3.71% |
| ADBEADOBE INCCOM | Added | 135,581 | US$27.8M | 3.39% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.