Email me when AVENIR CORP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 73 | $960M | +$15.7M | -$34M | -$18.3M | MSFT, MKL, AMZN, ORLY, AMT | 13F-HR | 11/14/2025, 04:29 PM |
| Q2 2025 | 74 | $973M | +$105M | -$43.3M | +$61.9M | MSFT, MKL, AMT, AMZN, ORLY | 13F-HR | 8/14/2025, 02:17 PM |
| Q1 2025 | 70 | $953M | +$17.4M | -$35.7M | -$18.3M | MSFT, AMT, MKL, ORLY, AMZN | 13F-HR | 5/14/2025, 04:19 PM |
| Q4 2024 | 69 | $977M | +$25.1M | -$45.2M | -$20.2M | MSFT, MKL, AMZN, AMT, ORLY | 13F-HR | 2/13/2025, 04:19 PM |
| Q3 2024 | 66 | $992M | +$18.3M | -$113M | -$94.3M | MSFT, AMT, MKL, AMZN, ORLY | 13F-HR | 11/14/2024, 04:15 PM |
| Q2 2024 | 67 | $1.03B | +$27.2M | -$156M | -$129M | MSFT, MKL, AMT, AMZN, ORLY | 13F-HR | 8/14/2024, 01:27 PM |
| Q1 2024 | 66 | $1.17B | +$26.9M | -$82.9M | -$56M | MSFT, MKL, AMT, AMZN, CPRT | 13F-HR | 5/15/2024, 05:37 PM |
| Q4 2023 | 62 | $1.16B | +$6.47M | -$38.7M | -$32.2M | MSFT, AMT, MKL, AMZN, ORLY | 13F-HR | 2/14/2024, 04:37 PM |
| Q3 2023 | 61 | $1.07B | +$43.8M | -$11.8M | +$32.1M | MSFT, MKL, AMT, ORLY, CPRT | 13F-HR | 11/14/2023, 12:52 PM |
| Q2 2023 | 60 | $1.14B | +$4.54M | -$20.9M | -$16.4M | MSFT, MKL, AMT, ORLY, CPRT | 13F-HR | 8/11/2023, 04:05 PM |
| Q1 2023 | 62 | $1.06B | +$19.6M | -$18.8M | +$786K | MSFT, AMT, MKL, ORLY, CPRT | 13F-HR | 5/15/2023, 04:59 PM |
| Q4 2022 | 64 | $998M | +$69.2M | -$15.2M | +$54M | AMT, MSFT, MKL, ORLY, LMT | 13F-HR | 2/14/2023, 12:00 PM |
| Q3 2022 | 59 | $900M | +$6.36M | -$18.7M | -$12.3M | AMT, MSFT, MKL, ORLY, AMZN | 13F-HR | 11/14/2022, 04:48 PM |
| Q2 2022 | 63 | $1.05B | +$74.7M | -$44.2M | +$30.5M | AMT, MSFT, MKL, ORLY, DBRG | 13F-HR | 8/11/2022, 05:01 PM |
| Q1 2022 | 68 | $1.25B | +$36.2M | -$30M | +$6.16M | MSFT, AMT, MKL, AMZN, ORLY | 13F-HR | 5/13/2022, 06:05 PM |
| Q4 2021 | 71 | $1.3B | +$30.1M | -$27.9M | +$2.27M | AMT, MSFT, MKL, DLTR, AMZN | 13F-HR | 2/16/2022, 08:49 AM |
| Q3 2021 | 68 | $1.19B | +$13.5M | -$58M | -$44.4M | AMT, MSFT, MKL, CPRT, KMX | 13F-HR | 11/12/2021, 05:09 PM |
| Q2 2021 | 67 | $1.26B | +$55M | -$41.9M | +$13.2M | AMT, MSFT, MKL, KMX, AES | 13F-HR | 8/13/2021, 02:24 PM |
| Q1 2021 | 67 | $1.16B | +$44.9M | -$22.2M | +$22.7M | AMT, MSFT, MKL, KMX, AES | 13F-HR | 5/14/2021, 04:39 PM |
| Q4 2020 | 61 | $1.05B | +$54.2M | -$79.5M | -$25.2M | AMT, MSFT, MKL, AES, CPRT | 13F-HR | 2/12/2021, 03:21 PM |
| Q3 2020 | 66 | $958M | +$69M | -$17.3M | +$51.7M | AMT, MSFT, MKL, AMZN, KMX | 13F-HR | 11/13/2020, 03:07 PM |
| Q2 2020 | 66 | $878M | +$14M | -$52.1M | -$38.1M | AMT, MSFT, MKL, DLTR, KMX | 13F-HR | 8/14/2020, 04:20 PM |
| Q1 2020 | 66 | $738M | +$35.3M | -$25.9M | +$9.43M | AMT, MSFT, MKL, KMX, DLTR | 13F-HR | 5/14/2020, 04:06 PM |
| Q4 2019 | 73 | $984M | +$11.1M | -$37.1M | -$26M | AMT, MSFT, MKL, KMX, DENN | 13F-HR | 2/14/2020, 03:28 PM |
| Q3 2019 | 69 | $955M | +$16.9M | -$38.8M | -$21.9M | AMT, MSFT, MKL, DENN, KMX | 13F-HR | 11/13/2019, 03:14 PM |
| Q2 2019 | 66 | $956M | +$13.4M | -$57M | -$43.5M | AMT, MSFT, DENN, MKL, KMX | 13F-HR | 8/9/2019, 07:48 PM |
| Q1 2019 | 67 | $943M | +$32M | -$16.1M | +$15.9M | AMT, DENN, MSFT, MKL, DLTR | 13F-HR | 5/14/2019, 04:43 PM |
| Q4 2018 | 64 | $801M | +$20.1M | -$21M | -$914K | AMT, MKL, DENN, MSFT, DLTR | 13F-HR | 2/13/2019, 04:07 PM |
| Q3 2018 | 66 | $910M | +$22.3M | -$33.2M | -$10.9M | AMT, MKL, MSFT, DENN, KMX | 13F-HR | 11/14/2018, 03:27 PM |
| Q2 2018 | 66 | $875M | +$50.9M | -$96.1M | -$45.2M | AMT, MKL, DENN, MSFT, PXD | 13F-HR | 8/14/2018, 04:02 PM |
| Q1 2018 | 66 | $917M | +$12.5M | -$147M | -$134M | AMT, MKL, DENN, MSFT, DLTR | 13F-HR | 5/14/2018, 12:46 PM |
| Q4 2017 | 66 | $1.08B | +$70.7M | -$188M | -$117M | AMT, MKL, DENN, MSFT, DLTR | 13F-HR | 2/14/2018, 04:58 PM |
| Q3 2017 | 68 | $1.16B | +$31.6M | -$71.6M | -$40M | AMT, MKL, DENN, KMX, MSFT | 13F-HR | 11/14/2017, 03:13 PM |
| Q2 2017 | 72 | $1.13B | +$23.1M | -$32.5M | -$9.33M | AMT, MKL, DENN, MSFT, KMX | 13F-HR | 8/14/2017, 04:20 PM |
| Q1 2017 | 70 | $1.14B | +$70.3M | -$55.1M | +$15.2M | AMT, MKL, DENN, MSFT, KMX | 13F-HR | 5/10/2017, 04:07 PM |
| Q4 2016 | 69 | $1.14B | +$54.8M | -$77.1M | -$22.3M | MKL, AMT, DENN, KMX, AIG | 13F-HR | 2/14/2017, 03:38 PM |
| Q3 2016 | 69 | $1.16B | +$3.47M | -$74.9M | -$71.4M | AMT, MKL, DENN, AIG, ZAYO | 13F-HR | 11/14/2016, 03:12 PM |
| Q2 2016 | 67 | $1.22B | +$75.1M | -$24.4M | +$50.7M | AMT, MKL, DENN, DLTR, AIG | 13F-HR | 8/12/2016, 09:07 AM |
| Q1 2016 | 66 | $1.18B | +$11.6M | -$47.7M | -$36.2M | MKL, AMT, DENN, AIG, DLTR | 13F-HR | 5/13/2016, 04:56 PM |
| Q4 2015 | 72 | $1.24B | +$41.8M | -$26.3M | +$15.5M | MKL, AMT, AIG, DENN, DLTR | 13F-HR | 2/12/2016, 04:11 PM |
| Q3 2015 | 62 | $1.2B | +$27.9M | -$21.3M | +$6.6M | MKL, DENN, AMT, AIG, KMX | 13F-HR | 11/13/2015, 02:58 PM |
| Q2 2015 | 61 | $1.35B | +$41.7M | -$28.8M | +$12.8M | DENN, MKL, AMT, AIG, KMX | 13F-HR | 8/14/2015, 04:51 PM |
| Q1 2015 | 60 | $1.38B | +$55.5M | -$60.5M | -$4.97M | DENN, MKL, AMT, KMX, AIG | 13F-HR | 5/14/2015, 05:23 PM |
| Q4 2014 | 61 | $1.32B | +$109M | -$47.2M | +$61.8M | AMT, DENN, MKL, AIG, KMX | 13F-HR | 2/13/2015, 02:54 PM |
| Q3 2014 | 66 | $1.2B | +$38.6M | -$12.5M | +$26.1M | AMT, AIG, MKL, PXD, DENN | 13F-HR | 11/14/2014, 04:46 PM |
| Q2 2014 | 69 | $1.21B | +$192M | -$105M | +$87.8M | AMT, PXD, MKL, AIG, KMX | 13F-HR | 8/13/2014, 04:23 PM |
| Q1 2014 | 64 | $1.14B | +$94.6M | -$18.1M | +$76.5M | AMT, MKL, AIG, PXD, MCRS | 13F-HR | 5/14/2014, 04:24 PM |
| Q4 2013 | 62 | $1.11B | AMT, AIG, PXD, MKL, MCRS | 13F-HR | 2/13/2014, 02:30 PM |