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
The top 10 stocks are 73.4% of this fund. 69 other stocks make up the rest.
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%BRKB Berkshire Hathaway Inc Del 6.5% HeldMA Mastercard Incorporated 4.0% HeldCPRT Copart Inc 3.7% Trimmed −3%ADBE Adobe Inc 3.4% Added +7%
69 other stocks26.6%
Bar length compares each stock with the biggest holding. Tags compare share counts with the Mar 31, 2026 filing. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed