AVENIR CORP — 13F holdings

AVENIR CORP reported 79 holdings worth $821M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $89.4M (10.9%)
2. MKL MARKEL GROUP INC — $86.4M (10.5%)
3. AMZN AMAZON COM INC — $85.9M (10.5%)
4. ORLY OREILLY AUTOMOTIVE INC — $67.3M (8.2%)
5. AMT AMERICAN TOWER CORP NEW — $66.6M (8.1%)
6. AAPL APPLE INC — $62.3M (7.6%)
7. BRK.B BERKSHIRE HATHAWAY INC DEL — $53.6M (6.5%)
8. MA MASTERCARD INCORPORATED — $32.8M (4.0%)
9. CPRT COPART INC — $30.5M (3.7%)
10. ADBE ADOBE INC — $27.8M (3.4%)