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Peter C. Keefe — Institutional Investor Profile | Buyside Digest

Peter C. Keefe

Institutional Investor • Avenir Corporation

Value

$0M

Stocks

50 Stocks (2 new)

Turnover

0.4%

CIK

0001033475EDGAR ↗

Website ↗

Top Holdings

MSFT(11.01%) MKL(10.64%) AMZN(10.59%) ORLY(8.30%) AMT(8.21%)

About Investor

Avenir Corporation is a Virginia-based investment advisor founded in 1980 and registered with the SEC since the late 1980s. The firm manages over $1 billion across 483 client accounts with an average account size of $2.1 million. Led by James H. Rooney who has managed portfolios since 1998 and became principal manager in May 2024, the team includes founder Charles G. Mackall Jr. and other experienced professionals. The firm employs 18 professionals and maintains headquarters in Alexandria, Virginia, serving high net worth individuals, institutions, and family offices through personalized investment management services.

Investor Philosophy

Investment philosophy details pending verification.

Peter C. Keefe Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
MSFT	None	Microsoft Corp.	Information Technology	$89.4M	11.0%	No Change
MKL	None	Markel Group Inc.	Financials	$86.4M	10.6%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$85.9M	10.6%	No Change
ORLY	None	O'Reilly Automotive Inc	Consumer Discretionary	$67.3M	8.3%	No Change
AMT	None	American Tower Corp.	Real Estate	$66.6M	8.2%	No Change
AAPL	None	Apple	Information Technology	$62.3M	7.7%	No Change
BRK.B	None	Berkshire Hathaway, Inc.	General	$53.6M	6.6%	No Change
MA	None	Mastercard, Inc.	Financials	$32.8M	4.0%	No Change
CPRT	None	Copart, Inc.	Industrials	$30.5M	3.8%	No Change
ADBE	None	Adobe Inc.	Information Technology	$27.8M	3.4%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
MPLXMPLX LP	$10.4M	+100.0%	1.3%	New
BNBrookfield Corp.	$958K	+100.0%	0.1%	New

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
COHCoherent Corp	$2241.0M	-100.0%	0.0%	Sold Out
MLPXMPLX LP	$10.4M	-100.0%	0.0%	Sold Out
COHRCoherent Corp.	$2.2M	-99.9%	0.3%	Decreased
BN.TOBrookfield Corporation	$958K	-100.0%	0.0%	Sold Out

13F Sector Breakdown

Information Technology25.1%

Financials19.6%

Consumer Discretionary19.0%

Real Estate10.0%

General9.6%

Sector	Stocks	Value	Exposure
Information Technology	7	$203.6M	25.1%
Financials	9	$158.6M	19.6%
Consumer Discretionary	3	$153.9M	19.0%
Real Estate	4	$81.4M	10.0%
General	10	$78.2M	9.6%
Industrials	6	$72.2M	8.9%
Energy	5	$29.4M	3.6%
Health Care	3	$28.4M	3.5%
Communication Services	1	$3.9M	0.5%
Consumer Staples	1	$970K	0.1%
Utilities	1	$842K	0.1%