AVENIR CORP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $820M in reported equity holdings across 72 positions. The largest holdings are MSFT (11.0%), MKL (10.7%), AMZN (9.5%), AMT (8.7%), ORLY (8.4%). The portfolio is concentrated in Other (82.2%), Consumer Cyclical (8.4%), Industrials (4.6%). Data sourced from SEC EDGAR 13F filings (CIK 1033475).