Conglomerate · CIK 0000783412

Charlie Munger

Daily Journal
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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.

Track Charlie's filingsView holdings
Portfolio
$240.67M
Positions
4
Quarter
2026Q1
Filings tracked
40
1Y+18.4%3Y+87.4%5Y+44.1%Full performance →
Quarter
2026Q12025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q2

Holdings

Sorted by value · 2026Q1
4 positions
1
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
46.74%
of portfolio
Avg buy
$47.33
2016Q2
Current
$81.25
Return
+71.7%
Last action
Trimmed 11.2%
2024Q1
1,413,000 sh
$112.49M
2
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
40.51%
of portfolio
Avg buy
$22.10
2016Q4
Current
$53.51
Return
+142.1%
Last action
Trimmed 13.0%
2024Q1
2,000,000 sh
$97.50M
3
BABAALIBABA GROUP HLDG LTDADR
Consumer Cyclical·Internet Retail
10.17%
of portfolio
Avg buy
$155.08
2021Q1
Current
$138.59
Return
-10.6%
Last action
Trimmed 35.0%
2024Q1
195,000 sh
$24.46M
4
USBUS BANCORP DEL
Financial Services·Banks - Regional
2.58%
of portfolio
Avg buy
$40.33
2016Q2
Current
$55.48
Return
+37.6%
Last action
Trimmed 14.6%
2024Q1
119,500 sh
$6.22M

Portfolio heatmap

Box size = % of portfolio · color = return since filing
WFC
46.74% · +2.1%
BAC
40.51% · +9.8%
BABA
10.17% · +10.5%
USB
2.58% · +6.7%

Sector exposure

Share of dollar value across the latest 13F report. Unclassified positions excluded.