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Disclosed positions
AVENIR CORP: source evidence dated 2026-08-14T03:59:59.999Z.
- Issuer
- MICROSOFT CORP
- Ticker
- MSFT
- Class
- COM
- Reported value
- $89,376,519
- Reported amount
- 239,602
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001033475-26-000006Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| MICROSOFT CORP | MSFT | COM | $89,376,519 | 239,602 | SH | None |
| MARKEL GROUP INC | MKL | COM | $86,350,091 | 44,214 | SH | None |
| AMAZON COM INC | AMZN | COM | $85,938,730 | 360,572 | SH | None |
| OREILLY AUTOMOTIVE INC | ORLY | COM | $67,331,880 | 731,153 | SH | None |
| AMERICAN TOWER CORP NEW | AMT | CL A | $66,591,893 | 407,116 | SH | None |
| APPLE INC | AAPL | COM | $62,258,065 | 215,158 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $53,599,375 | 107,115 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $32,752,232 | 63,770 | SH | None |
| COPART INC | CPRT | COM | $30,476,857 | 1,081,123 | SH | None |
| ADOBE INC | ADBE | COM | $27,796,817 | 135,581 | SH | None |
| WAYSTAR HLDG CORP | WAY | COM | $23,501,040 | 1,144,717 | SH | None |
| UNIVERSAL DISPLAY CORP | OLED | COM | $19,743,732 | 228,014 | SH | None |
| BOK FINL CORP | BOKF | COM NEW | $17,223,481 | 124,017 | SH | None |
| AMENTUM HOLDINGS INC | AMTM | COM | $16,778,376 | 811,726 | SH | None |
| LOCKHEED MARTIN CORP | LMT | COM | $15,984,308 | 31,375 | SH | None |
| VISA INC | V | COM CL A | $13,794,610 | 40,207 | SH | None |
| ATOMERA INC | ATOM | COM | $12,792,029 | 1,468,660 | SH | None |
| SBA COMMUNICATIONS CORP NEW | SBAC | CL A | $10,936,814 | 61,979 | SH | None |
| MPLX LP | MPLX | COM UNIT REP LTD | $10,441,667 | 185,366 | SH | None |
| ENERGY TRANSFER LP | ET | COM UT LTD PTN | $8,611,017 | 450,367 | SH | None |
| ENERGY RECOVERY INC | ERII | COM | $6,258,856 | 693,886 | SH | None |
| KINDER MORGAN INC DEL | KMI | COM | $4,639,966 | 145,135 | SH | None |
| ENTERPRISE PRODS PARTNERS LP | EPD | COM | $4,612,571 | 125,478 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $4,493,100 | 6 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $3,877,944 | 10,975 | SH | None |
| MOLINA HEALTHCARE INC | MOH | COM | $3,283,217 | 14,356 | SH | None |
| EQUINIX INC | EQIX | COM | $2,857,191 | 2,741 | SH | None |
| COHERENT CORP | COHR | COM | $2,240,984 | 5,681 | SH | None |
| STARWOOD PPTY TR INC | STWD | COM | $2,202,750 | 134,478 | SH | None |
| AXOS FINANCIAL INC. | AX | COM | $2,024,738 | 20,790 | SH | None |
| CYTOSORBENTS CORP | CTSO | COM NEW | $1,940,768 | 5,189,218 | SH | None |
| SPROTT PHYSICAL GOLD TRUST | PHYS | UNIT | $1,819,553 | 60,310 | SH | None |
| ADAPTIVE BIOTECHNOLOGIES COR | ADPT | COM | $1,605,854 | 74,865 | SH | None |
| INTEL CORP | INTC | COM | $1,590,805 | 11,393 | SH | None |
| AMERICAN INTL GROUP INC | AIG | COM NEW | $1,504,015 | 20,180 | SH | None |
| BANK AMERICA CORP | BAC | COM | $1,406,836 | 24,690 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,325,543 | 1,930 | SH | None |
| BRIGHTSPIRE CAPITAL INC | BRSP | COM CL A | $1,209,355 | 221,900 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $1,140,928 | 8,345 | SH | None |
| LAMAR ADVERTISING CO NEW | LAMR | CL A | $1,057,544 | 6,780 | SH | None |
| BLACK STONE MINERALS LP | BSM | COM UNIT | $1,032,383 | 73,900 | SH | None |
| DOLLAR TREE INC | DLTR | COM | $970,019 | 8,020 | SH | None |
| BROOKFIELD CORP | BN | CL A LTD VT SH | $958,275 | 22,500 | SH | None |
| PRIVIA HEALTH GROUP INC | PRVA | COM | $945,449 | 36,745 | SH | None |
| BROOKFIELD INFRAST PARTNERS | Unresolved | LP INT UNIT | $841,861 | 23,071 | SH | None |
| SPDR GOLD TRUST | GLD | GOLD SHS | $778,755 | 2,114 | SH | None |
| GLADSTONE COMMERCIAL CORP | GOOD | COM | $773,399 | 62,878 | SH | None |
| NEWTEK BUSINESS SVCS CORP | NEWT | COM NEW | $604,248 | 40,800 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $587,105 | 3,456 | SH | None |
| CARMAX INC | KMX | COM | $582,848 | 11,020 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 2 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.