AVENIR CORP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $821M in reported equity holdings across 79 positions. The largest holdings are MSFT (10.9%), MKL (10.5%), AMZN (10.5%), ORLY (8.2%), AMT (8.1%). The portfolio is concentrated in Other (82.9%), Consumer Cyclical (8.2%), Industrials (3.9%). Data sourced from SEC EDGAR 13F filings (CIK 1033475).