Portfolio (Quarterly) Guide ↗

AVENIR CORP

· CIK 0001033475

13F Portfolio $820M AUM 72 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 4 Added 18 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AES	AES CORP	Utilities	95,722	$1.4M	0.15%	SOLD
2	—	DIGITALBRIDGE GROUP INC	—	73,139	$1.1M	0.12%	SOLD
3	ORCL	ORACLE CORP	Technology	1,350	$263K	0.03%	SOLD
4	QQQ	INVESCO QQQ TR	Financial Services	344	$211K	0.02%	SOLD

Sector Allocation

Technology 30.7%

Financial Services 21.0%

Consumer Cyclical 19.6%

Real Estate 12.0%

Industrials 11.6%

Energy 3.6%

Healthcare 1.0%

Consumer Defensive 0.2%

Communication Services 0.1%

Utilities 0.1%