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AVENIR CORP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

AVENIR CORP

报告期 2026-03-31 · CIK 0001033475

持仓数

72

前50大市值合计

$814.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

MSFT MICROSOFT CORP

COM

$90.4M

244,110

11.1%

MKL MARKEL GROUP INC

COM

$87.7M

45,832

10.8%

AMZN AMAZON COM INC

COM

$78.2M

375,273

9.6%

AMT AMERICAN TOWER CORP NEW

CL A

$71.7M

415,352

8.8%

ORLY OREILLY AUTOMOTIVE INC

COM

$69.2M

749,700

8.5%

AAPL APPLE INC

COM

$58.1M

228,871

7.1%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$52.2M

108,941

6.4%

CPRT COPART INC

COM

$36.8M

1,109,001

4.5%

MA MASTERCARD INCORPORATED

CL A

$32.5M

65,067

4.0%

ADBE ADOBE INC

COM

$30.8M

126,638

3.8%

WAY WAYSTAR HLDG CORP

COM

$23.5M

973,260

2.9%

AMTM AMENTUM HOLDINGS INC

COM

$21.9M

841,099

2.7%

OLED UNIVERSAL DISPLAY CORP

COM

$21.1M

230,152

2.6%

LMT LOCKHEED MARTIN CORP

COM

$19.3M

31,952

2.4%

BOKF BOK FINL CORP

COM NEW

$16.0M

124,957

2.0%

V VISA INC

COM CL A

$12.4M

41,075

1.5%

MPLX MPLX LP

COM UNIT REP LTD

$10.7M

186,892

1.3%

SBAC SBA COMMUNICATIONS CORP NEW

CL A

$10.6M

61,747

1.3%

ET ENERGY TRANSFER LP

COM UT LTD PTN

$8.7M

451,327

1.1%

ERII ENERGY RECOVERY INC

COM

$8.2M

817,755

1.0%

ATOM ATOMERA INC

COM

$5.6M

1,461,415

0.7%

KMI KINDER MORGAN INC DEL

COM

$4.9M

145,185

0.6%

EPD ENTERPRISE PRODS PARTNERS LP

COM

$4.7M

125,478

0.6%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$4.3M

6

0.5%

GOOG ALPHABET INC

CAP STK CL C

$3.1M

10,770

0.4%

CTSO CYTOSORBENTS CORP

COM NEW

$3.0M

5,215,776

0.4%

EQIX EQUINIX INC

COM

$2.7M

2,741

0.3%

STWD STARWOOD PPTY TR INC

COM

$2.3M

136,193

0.3%

PHYS SPROTT PHYSICAL GOLD TRUST

UNIT

$2.1M

60,310

0.3%

MOH MOLINA HEALTHCARE INC

COM

$2.0M

14,762

0.2%

AX AXOS FINANCIAL INC.

COM

$1.8M

20,790

0.2%

AIG AMERICAN INTL GROUP INC

COM NEW

$1.5M

20,180

0.2%

COHR COHERENT CORP

COM

$1.5M

6,110

0.2%

— EXXON MOBIL CORP

COM

$1.4M

8,345

0.2%

BRSP BRIGHTSPIRE CAPITAL INC

COM CL A

$1.2M

221,900

0.2%

BAC BANK AMERICA CORP

COM

$1.2M

24,690

0.1%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$1.2M

1,930

0.1%

BSM BLACK STONE MINERALS LP

COM UNIT

$1.1M

73,900

0.1%

ADPT ADAPTIVE BIOTECHNOLOGIES COR

COM

$1.1M

76,365

0.1%

BN BROOKFIELD CORP

CL A LTD VT SH

$910.6K

22,500

0.1%

GLD SPDR GOLD TRUST

GOLD SHS

$909.6K

2,114

0.1%

LAMR LAMAR ADVERTISING CO NEW

CL A

$858.8K

6,780

0.1%

— BROOKFIELD INFRAST PARTNERS

LP INT UNIT

$833.3K

23,071

0.1%

GOOD GLADSTONE COMMERCIAL CORP

COM

$762.9K

66,748

0.1%

PRVA PRIVIA HEALTH GROUP INC

COM

$755.8K

36,745

0.1%

INTC INTEL CORP

COM

$502.8K

11,393

0.1%

COST COSTCO WHSL CORP NEW

COM

$498.2K

500

0.1%

OPRX OPTIMIZERX CORP

COM NEW

$485.2K

77,260

0.1%

LHX L3HARRIS TECHNOLOGIES INC

COM

$468.4K

1,357

0.1%

KMX CARMAX INC

COM

$458.3K

11,021

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

56%前 6 大占比

MSFT11.1%MKL10.8%AMZN9.6%AMT8.8%ORLY8.5%AAPL7.1%