account_balance
Investment manager · 13F filer · SEC CIK 1033475
Avenir Corp
Reported value$821Mas of Jun 30, 2026
Positions79 10 new, 3 sold out
Top 10 weight73.4%MSFT alone is 11%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
10.9%
MKLMarkel Group Inc
10.5%Trimmed −4%
AMZNAmazon Com Inc
10.5%Trimmed −4%
ORLYOreilly Automotive Inc
8.2%Trimmed −2%
AMTAmerican Tower Corp New
8.1%
AAPLApple Inc
7.6%Trimmed −6%
BRK-BBerkshire Hathaway Inc
6.5%
MAMastercard Incorporated
4.0%
CPRTCopart Inc
3.7%Trimmed −3%
ADBEAdobe Inc
3.4%Added +7%
WAYWaystar HLDG Corp
2.9%Added +18%
OLEDUniversal Display Corp
2.4%
MSFTMicrosoft Corp
10.9%
MKLMarkel Group Inc
10.5%Trimmed −4%
AMZNAmazon Com Inc
10.5%Trimmed −4%
ORLYOreilly Automotive Inc
8.2%Trimmed −2%
AMTAmerican Tower Corp New
8.1%
AAPL7.6%BRK-B6.5%MA4.0%CPRT3.7%ADBE3.4%WAY2.9%OLED2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 10.9% HeldMKL Markel Group Inc 10.5% Trimmed −4%AMZN Amazon Com Inc 10.5% Trimmed −4%ORLY Oreilly Automotive Inc 8.2% Trimmed −2%AMT American Tower Corp New 8.1% HeldAAPL Apple Inc 7.6% Trimmed −6%BRK-B Berkshire Hathaway Inc 6.5% HeldMA Mastercard Incorporated 4.0% HeldCPRT Copart Inc 3.7% Trimmed −3%ADBE Adobe Inc 3.4% Added +7%WAY Waystar HLDG Corp 2.9% Added +18%OLED Universal Display Corp 2.4% Held
What changed