Conglomerate · CIK 0000783412
Charlie Munger
Daily Journal
Charlie Munger runs Daily Journal, a conglomerate overseeing $240.7M in disclosed equity holdings (SEC CIK 0000783412). The latest 13F filing (2026Q1) discloses 4 positions across 2 sectors, with the largest positions in WFC, BAC and BABA. On a mark-to-market basis the tracked portfolio has returned 18.4% over the past year. OpenStocks tracks 40 consecutive 13F filings for this manager — every position change, new entry, and exit is logged below.
Portfolio
$240.67M
Positions
4
Quarter
2026Q1
Filings tracked
40
1-Yearactual
+18.43%
since 2025Q1
3-Yearactual
+87.44%
since 2023Q1
5-Yearactual
+44.13%
since 2021Q1
10-Year
—
insufficient history
Performance overview
We mark Charlie Munger (Daily Journal)'s disclosed 13F book to current market prices and compare its growth against the S&P 500 (SPY). Charlie's portfolio is 18.4% over the last 12 months · 69.3% since 2016Q2.
Portfolio growth vs SPY
Rebased to 100 at 2016Q2 · through 2026Q1
Charlie Munger
+115.0%
SPY
—
Portfolio line tracks reported 13F AUM (mark-to-market on filing dates). It includes inflows/outflows so it isn't a pure time-weighted return — same convention as Dataroma and StockCircle.
Capital flow per quarter
BuysSellsNet
Latest · 2026Q1
$0
Lifetime buys
$0
Lifetime sells
$30M
Portfolio over time
AUMPositions
QoQ AUM
-13.0%
16Q lifetime AUM
+37.6%
QoQ positions
+0
16Q lifetime positions
-1
Position concentration
4 positions