Charlie Munger Portfolio March 2026 - Top Holdings & 13F Analysis
Analysis of Charlie Munger's March 2026 13F portfolio with 4 holdings worth $0.3B. +32.1% 1-year return.
In This Article
- 1.About Charlie Munger and DAILY JOURNAL CORP
- 2.Charlie Munger's Top 10 Holdings — March 2026
- 3.Portfolio Strategy & Concentration Analysis
- 4.Best Performing Holdings in Charlie Munger's Portfolio
- 5.Understanding Charlie Munger's 13F Filing
- 6.How Retail Investors Can Use This Information
- 7.Other Top Investors to Follow
Portfolio Value
$0.28B
Total Holdings
4
1-Year Return
+32.1%
About Charlie Munger and DAILY JOURNAL CORP
Charlie Munger is the portfolio manager at DAILY JOURNAL CORP, one of the closely tracked institutional investors in our database. Every quarter, institutional investment managers with over $100 million in assets under management are required to file a 13F report with the SEC, disclosing their long equity positions. These filings give retail investors a rare window into how professional money managers are allocating capital.
As of March 2026, Charlie Munger's 13F portfolio contains 4 positions with a disclosed market value of approximately $0.28 billion. This analysis covers their top holdings, recent portfolio changes, and key investment themes.
Over the past year, Charlie Munger's portfolio has delivered a +32.1% return, significantly outperforming the broader market.
Charlie Munger's Top 10 Holdings — March 2026
The following table shows Charlie Munger's largest disclosed stock positions ranked by portfolio weight as reported in the most recent 13F filing. These represent the highest-conviction bets in the portfolio:
| # | Company | Ticker | Portfolio Weight | Market Value | Performance |
|---|---|---|---|---|---|
| 1 |
Wells Fargo & Co
|
WFC | 4760.20% | $131.7M | +11.2% |
| 2 |
Bank of America Corp
|
BAC | 3976.13% | $110.0M | +6.6% |
| 3 |
Alibaba Group Holding Ltd
|
BABA | 1033.18% | $28.6M | -18.0% |
| 4 |
US Bancorp
|
USB | 230.49% | $6.4M | +10.4% |
Data sourced from SEC 13F filings. Holdings reflect disclosed long equity positions. Options and short positions may not be reflected.
Portfolio Strategy & Concentration Analysis
Charlie Munger's investment approach reflects a highly concentrated portfolio strategy. The top position, Wells Fargo & Co (WFC), represents 4760.2% of the total portfolio.
The portfolio saw no new positions this period, suggesting Charlie Munger is maintaining existing conviction levels and managing existing holdings rather than initiating new bets.
Best Performing Holdings in Charlie Munger's Portfolio
Based on available performance data, the following positions have been the strongest contributors to Charlie Munger's portfolio returns:
Understanding Charlie Munger's 13F Filing
A 13F filing is a quarterly disclosure required by the SEC for institutional investment managers that exercise discretion over $100 million or more in qualifying securities. These filings must be submitted within 45 days of the end of each calendar quarter.
Important caveats about 13F data:
- Data is delayed by up to 45 days from the end of the quarter
- Only long equity positions are disclosed — short positions are not required
- Options positions are disclosed separately and may indicate hedging strategies
- The portfolio may have changed significantly since the filing date
- Not all positions need to be disclosed (some confidentiality provisions exist)
Despite these limitations, 13F filings remain one of the best public sources of information on how professional investors are positioning their portfolios. Use this data as one input among many, alongside your own research and risk tolerance.
How Retail Investors Can Use This Information
Following institutional 13F filings like Charlie Munger's can provide valuable investment insights — but it's important to use this information correctly:
- Identify high-conviction ideas: Large positions and new entries signal where managers have the strongest conviction.
- Spot emerging themes: Cross-portfolio analysis reveals sector rotations and macro themes playing out across institutional money.
- Validate your own research: If an investor you respect owns a stock you're analyzing, that can reinforce your thesis.
- Track changes over time: Watching a manager increase or decrease positions over multiple quarters shows conviction trends.
- Don't blindly copy trades: Remember that institutional investors have different time horizons, risk tolerances, and information than retail investors.
You can track Charlie Munger's complete portfolio in real-time on Insider Edges, including historical holdings, sector breakdown, and performance data.
Other Top Investors to Follow
If you track Charlie Munger's portfolio, you may also be interested in following these other closely watched institutional investors:
Track Charlie Munger's Portfolio in Real-Time
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