You're signed outSign in or to get full access.
Avenir Corp.
Avenir Corporation is an independent investment advisory firm based in Washington, DC. Founded in 1978, the firm specializes in providing investment management services to institutional and high-net-worth clients. With a team of investment professionals, Avenir focuses on delivering personalized portfolio management rooted in rigorous research.
Investment Strategy
Avenir Corporation employs a long-term, value-oriented investment strategy, focusing on identifying high-quality, undervalued companies. The firm conducts intensive fundamental research and seeks to construct concentrated portfolios of investments with strong growth prospects, stable financial foundations, and capable management. Avenir’s approach centers around capital preservation and steady compounding of client capital over time.
Latest 13F Filing Activity
Avenir Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 74 equity positions with a total 13F market value of $973M. The fund increased holdings in Microsoft Corp., Adobe Inc., Amazon Com Inc. among other positions. Avenir Corp. reduced exposure to Lululemon Athletica Inc., Oreilly Automotive Inc., Copart Inc. among others.
Top Holdings
Equity Positions (74)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 13.58% | $132.1M | 265,587 | $36.17 | $497.41 | +$30.6M |
M MKL | MARKEL GROUP INC | 10.02% | $97.4M | 48,789 | $625.05 | $1997.36 | +$4.6M |
A AMT | AMERICAN TOWER CORP NEW | 9.84% | $95.7M | 432,985 | $101.49 | $221.02 | +$946.2K |
A AMZN | AMAZON COM INC | 9.02% | $87.8M | 400,183 | $89.78 | $219.39 | +$10.9M |
O ORLY | OREILLY AUTOMOTIVE INC | 7.36% | $71.6M | 793,987 | $104.35 | $90.13 | -$12.8M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more