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Charlie Munger 13F portfolio summary

Charlie Munger of DAILY JOURNAL CORP has 4 current stock holdings with a reported portfolio value of $256.7M. The portfolio 1 year return is +9.05%. Top holdings include WFC (45.50%), BAC (44.40%), BABA (7.29%), USB (2.81%).

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Charlie Munger

DAILY JOURNAL CORP
Latest filing: 2026-06-30

Charlie Munger runs DAILY JOURNAL CORP and currently holds 4 stock positions, which is fewer than the average of 236 among the investors we track. The portfolio is valued at approximately $256.66M. Their top holdings are WFC, BAC, BABA, USB. The top five represent 100.0% of reported portfolio weight. Charlie Munger ranks #768 out of 1000 investors tracked by Alpha Score. Their current best-performing preview position is BAC with returns of +16.88%.

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Top 5 Holdings
WFC45.5%
BAC44.4%
BABA7.3%
USB2.8%
Top 5: 100.0%
Portfolio Returns
1 Year
+9.05%
#951/1000
3 Year
+83.78%
#297/1000
5 Year
+28.03%
#830/1000

Portfolio Value

$256.66M

Alpha Score

38.8

#768 of 1000

Holdings

4

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4 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
WFC
Wells Fargo & Co
45.50%$45.40$85.82+89.03%
Held
BAC
Bank of America Corp
44.40%$15.57$62.01+298.23%
Held
BABA
Alibaba Group Holding Ltd
7.29%$155.07$114.30-26.29%
Held
USB
US Bancorp
2.81%$40.40$63.80+57.92%
Held