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.
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 |