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Avenir Corp.

CIK:0001033475
Investment Adviser
$2B AUM
74 holdings
Washington, DC, United States
Founded:1978
17 employees
Latest filing:Jun 30, 2025

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.

Top Buys
M
MSFTMICROSOFT CORP
+$30.6M
A
ADBEADOBE INC
+$29.2M
A
AMZNAMAZON COM INC
+$10.9M
O
OLEDUNIVERSAL DISPLAY CORP
+$7.3M
A
AMTMAMENTUM HOLDINGS INC
+$4.7M
Top Sells
L
LULULULULEMON ATHLETICA INC
-$34.0M
O
ORLYOREILLY AUTOMOTIVE INC
-$12.8M
C
CPRTCOPART INC
-$7.2M
A
AESAES CORP
-$7.1M
A
AAPLAPPLE INC
-$5.8M

Top Holdings

M
MSFTMICROSOFT CORP
+13.6%$132.1M
M
MKLMARKEL GROUP INC
+10.0%$97.4M
A
AMTAMERICAN TOWER CORP NEW
+9.8%$95.7M
A
AMZNAMAZON COM INC
+9.0%$87.8M
O
ORLYOREILLY AUTOMOTIVE INC
+7.4%$71.6M

Equity Positions (74)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP13.58%$132.1M265,587$36.17$497.41+$30.6M
M
MKL
MARKEL GROUP INC10.02%$97.4M48,789$625.05$1997.36+$4.6M
A
AMT
AMERICAN TOWER CORP NEW9.84%$95.7M432,985$101.49$221.02+$946.2K
A
AMZN
AMAZON COM INC9.02%$87.8M400,183$89.78$219.39+$10.9M
O
ORLY
OREILLY AUTOMOTIVE INC7.36%$71.6M793,987$104.35$90.13-$12.8M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+16.7%
FIRE, MARINE & CASUALTY INSURANCE
+16.3%
REAL ESTATE INVESTMENT TRUSTS
+12.1%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+9.0%
SERVICES-BUSINESS SERVICES, NEC
+7.6%