AVENIR CORP
13F filer · CIK 1033475 · Alexandria, VA
Summary
AVENIR CORP reported $820.74M across 79 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are MSFT (10.9%), MKL (10.5%), AMZN (10.5%). Versus 2026 Q1, leaving options aside, it opened 10 new positions, added to 9, trimmed 29 and sold out of 3.
Reported value$820.74M
Positions79
Report period2026 Q2
FiledAug 13, 2026
New positions10
Added9
Trimmed29
Sold out3
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 10.9%Value $89.38MPrice $509.22Shares 240K -1.85%Since Jun 30 +36.51%
Weight 10.5%Value $86.35MPrice $1740Shares 44K -3.53%Since Jun 30 -10.89%
Weight 10.5%Value $85.94MPrice $246.67Shares 361K -3.92%Since Jun 30 +3.50%
Weight 8.2%Value $67.33MPrice $86.51Shares 731K -2.47%Since Jun 30 -6.06%
Weight 8.1%Value $66.59MPrice $167.35Shares 407K -1.98%Since Jun 30 +2.31%
Weight 7.6%Value $62.26MPrice $329.40Shares 215K -5.99%Since Jun 30 +13.84%
Weight 6.5%Value $53.60MPrice $502.35Shares 107K -1.68%Since Jun 30 +0.39%
Weight 4.0%Value $32.75MPrice $568.26Shares 64K -1.99%Since Jun 30 +10.64%
Weight 3.7%Value $30.48MPrice $27.22Shares 1.08M -2.51%Since Jun 30 -3.44%
Weight 3.4%Value $27.80MPrice $233.17Shares 136K +7.06%Since Jun 30 +13.73%
Weight 2.9%Value $23.50MPrice $25.74Shares 1.14M +17.62%Since Jun 30 +25.38%
Weight 2.4%Value $19.74MPrice $75.47Shares 228K -0.93%Since Jun 30 -12.84%
Weight 2.1%Value $17.22MPrice $128.62Shares 124K -0.75%Since Jun 30 -7.39%
Weight 2.0%Value $16.78MPrice $18.15Shares 812K -3.49%Since Jun 30 -12.19%
Weight 1.9%Value $15.98MPrice $518.10Shares 31K -1.81%Since Jun 30 +1.70%
Weight 1.7%Value $13.79MPrice $367.74Shares 40K -2.11%Since Jun 30 +7.18%
Weight 1.6%Value $12.79MPrice $4.23Shares 1.47M +0.50%Since Jun 30 -51.44%
Weight 1.3%Value $10.94MPrice $163.43Shares 62K +0.38%Since Jun 30 -7.38%
Weight 1.3%Value $10.44MPrice $57.66Shares 185K -0.82%Since Jun 30 +2.36%
Weight 1.0%Value $8.61MPrice $20.10Shares 450K -0.21%Since Jun 30 +5.13%
Weight 0.8%Value $6.26MPrice $6.72Shares 694K -15.15%Since Jun 30 -25.50%
Weight 0.6%Value $4.64MPrice $30.63Shares 145K -0.03%Since Jun 30 -4.19%
Weight 0.6%Value $4.61MPrice $36.65Shares 125KSince Jun 30 -0.30%
Weight 0.5%Value $4.49MPrice $753368Shares 6Since Jun 30 +0.60%
Weight 0.5%Value $3.88MPrice $339.16Shares 11K +1.90%Since Jun 30 -4.01%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 10.9% | $89.38M | +36.51% | -1.85% | Trim | |
| 10.5% | $86.35M | -10.89% | -3.53% | Trim | |
| 10.5% | $85.94M | +3.50% | -3.92% | Trim | |
| 8.2% | $67.33M | -6.06% | -2.47% | Trim | |
| 8.1% | $66.59M | +2.31% | -1.98% | Trim | |
| 7.6% | $62.26M | +13.84% | -5.99% | Trim | |
 BRK.BBERKSHIRE HATHAWAY INC DEL | 6.5% | $53.60M | +0.39% | -1.68% | Trim |
| 4.0% | $32.75M | +10.64% | -1.99% | Trim | |
| 3.7% | $30.48M | -3.44% | -2.51% | Trim | |
| 3.4% | $27.80M | +13.73% | +7.06% | Add | |
| 2.9% | $23.50M | +25.38% | +17.62% | Add | |
| 2.4% | $19.74M | -12.84% | -0.93% | Trim | |
| 2.1% | $17.22M | -7.39% | -0.75% | Trim | |
| 2.0% | $16.78M | -12.19% | -3.49% | Trim | |
| 1.9% | $15.98M | +1.70% | -1.81% | Trim | |
| 1.7% | $13.79M | +7.18% | -2.11% | Trim | |
| 1.6% | $12.79M | -51.44% | +0.50% | Add | |
| 1.3% | $10.94M | -7.38% | +0.38% | Add | |
| 1.3% | $10.44M | +2.36% | -0.82% | Trim | |
| 1.0% | $8.61M | +5.13% | -0.21% | Trim | |
| 0.8% | $6.26M | -25.50% | -15.15% | Trim | |
| 0.6% | $4.64M | -4.19% | -0.03% | Trim | |
| 0.6% | $4.61M | -0.30% | — | Hold | |
| BRK.ABERKSHIRE HATHAWAY INC DEL | 0.5% | $4.49M | +0.60% | — | Hold |
| 0.5% | $3.88M | -4.01% | +1.90% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.