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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 $240.7M. The portfolio 1 year return is +11.56%. Top holdings include WFC (46.74%), BAC (40.51%), BABA (10.17%), USB (2.58%).

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Charlie Munger

DAILY JOURNAL CORP
Latest filing: 2026-03-31

Charlie Munger runs DAILY JOURNAL CORP and currently holds 4 stock positions, which is fewer than the average of 496 among the investors we track. The portfolio is valued at approximately $240.67M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. Charlie Munger ranks #53 out of 75 investors tracked based on their composite Alpha Score. Their current best-performing position is USB (US Bancorp) with returns of -2.53% from their average buy price, held for approximately 50.0 quarters. Over the past year, Charlie Munger's portfolio at DAILY JOURNAL CORP has delivered returns of +11.56%. Their 3-year annualized return is +75.08%. Looking at the 5-year horizon, Charlie Munger has achieved +29.82% annualized returns at DAILY JOURNAL CORP.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+11.56%
#59/75
3 Year
+75.08%
#34/75
5 Year
+29.82%
#59/75

Portfolio Value

$240.67M

Alpha Score

35.5

#53 of 75

Holdings

4

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change