AVENIR CORP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $922M in reported equity holdings across 71 positions. The largest holdings are MSFT (12.9%), MKL (10.8%), AMZN (9.5%), AMT (8.0%), ORLY (7.5%). The portfolio is concentrated in Other (83.8%), Consumer Cyclical (7.5%), Industrials (4.8%). Data sourced from SEC EDGAR 13F filings (CIK 1033475).