Avenir Corp

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
MICROSOFT CORP	—	$90.36M	244,110	11.0%
Markel Group Inc	—	$87.73M	45,832	10.7%
Amazon.com Inc	—	$78.16M	375,273	9.5%
American Tower Corp	—	$71.68M	415,352	8.7%
O REILLY AUTOMOTIVE INC	—	$69.20M	749,700	8.4%
Apple Inc.	—	$58.09M	228,871	7.1%
Warren E. Buffett	—	$52.20M	108,941	6.4%
Copart Inc	—	$36.82M	1,109,001	4.5%
Mastercard Inc	—	$32.51M	65,067	4.0%
ADOBE INC.	—	$30.78M	126,638	3.8%
Waystar Holding Corp.	—	$23.47M	973,260	2.9%
Amentum Holdings, Inc.	—	$21.94M	841,099	2.7%
Universal Display Corp	—	$21.10M	230,152	2.6%
LOCKHEED MARTIN CORP	—	$19.31M	31,952	2.4%
BOK FINANCIAL CORPBOKF	Common Stock	$16.00M	124,957	2.0%
Visa Inc	—	$12.41M	41,075	1.5%
MPLX LPMPLX	MLP	$10.67M	186,892	1.3%
SBA Communications Corp	—	$10.63M	61,747	1.3%
Energy Transfer LPET	MLP	$8.71M	451,327	1.1%
Energy Recovery, Inc.	—	$8.23M	817,755	1.0%
Atomera Inc	—	$5.57M	1,461,415	0.7%
KINDER MORGAN, INC.	—	$4.87M	145,185	0.6%
ENTERPRISE PRODUCTS PARTNERS L.P.EPD	MLP	$4.75M	125,478	0.6%
BERKSHIRE HATHAWAY INC DEL	—	$4.31M	6	0.5%
Alphabet Inc.	—	$3.09M	10,770	0.4%
Cytosorbents CorpCTSO	Common Stock	$2.95M	5,215,776	0.4%
Equinix Inc	—	$2.69M	2,741	0.3%
STARWOOD PROPERTY TRUST, INC.	—	$2.35M	136,193	0.3%
SPROTT PHYSICAL GOLD TRUST	—	$2.14M	60,310	0.3%
Molina Healthcare Inc	—	$1.97M	14,762	0.2%
Axos Financial Inc	—	$1.77M	20,790	0.2%
AMERICAN INTERNATIONAL GROUP, INC.	—	$1.52M	20,180	0.2%
COHERENT CORP	—	$1.46M	6,110	0.2%
EXXON MOBIL CORP	—	$1.42M	8,345	0.2%
BrightSpire Capital, Inc.	—	$1.24M	221,900	0.2%
BANK OF AMERICA CORP /DE	—	$1.20M	24,690	0.1%
VANGUARD INDEX FDS	—	$1.15M	1,930	0.1%
Black Stone Minerals, L.P.BSM	MLP	$1.12M	73,900	0.1%
Adaptive Biotechnologies Corp	—	$1.06M	76,365	0.1%
BROOKFIELD CORP	—	$910.6K	22,500	0.1%
SPDR GOLD TRUST	—	$909.6K	2,114	0.1%
Lamar Advertising Co	—	$858.8K	6,780	0.1%
Brookfield Infrastructure Partners LP	—	$833.3K	23,071	0.1%
Gladstone Commercial Corp	—	$762.9K	66,748	0.1%
Privia Health Group, Inc.	—	$755.8K	36,745	0.1%
INTEL CORP	—	$502.8K	11,393	0.1%
COSTCO WHOLESALE CORP /NEW	—	$498.2K	500	0.1%
OptimizeRx Corp	—	$485.2K	77,260	0.1%
L3HARRIS TECHNOLOGIES, INC. /DE	—	$468.4K	1,357	0.1%
CarMax Inc	—	$458.3K	11,021	0.1%