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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 13F Portfolio

DAILY JOURNAL CORP
Latest SEC 13F filing: 2026-06-30

Charlie Munger runs DAILY JOURNAL CORP and currently holds 4 stock positions, which is fewer than the average of 229 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 #712 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%
#946/1000
3 Year
+83.78%
#351/1000
5 Year
+28.03%
#832/1000

Portfolio Value

$256.66M

Alpha Score

38.8

#712 of 1000

Holdings

4

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Charlie Munger Current 13F Holdings

Reported holdings from DAILY JOURNAL CORP's latest SEC 13F filing, ranked by portfolio weight.

4 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
WFC
Wells Fargo & Co
45.50%$45.40$90.26+98.80%
Held
BAC
Bank of America Corp
44.40%$15.57$62.69+302.60%
Held
BABA
Alibaba Group Holding Ltd
7.29%$155.07$109.28-29.53%
Held
USB
US Bancorp
2.81%$40.40$62.84+55.53%
Held