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 portfolio (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 quarterly snapshots 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 · 2025Q3
4 positions
1
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
45.16%
of portfolio
Number of shares
1,413,000 sh
Holdings current value
$118.44M
Avg closing price
$47.33
+71.7%
Last action
Trimmed 11.2%
2024Q1
Current $81.25
2
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
39.34%
of portfolio
Number of shares
2,000,000 sh
Holdings current value
$103.18M
Avg closing price
$22.10
+142.1%
Last action
Trimmed 13.0%
2024Q1
Current $53.51
3
BABAALIBABA GROUP HLDG LTDADR
Consumer Cyclical·Internet Retail
13.29%
of portfolio
Number of shares
195,000 sh
Holdings current value
$34.85M
Avg closing price
$155.08
-10.6%
Last action
Trimmed 35.0%
2024Q1
Current $138.59
4
USBUS BANCORP DEL
Financial Services·Banks - Regional
2.20%
of portfolio
Number of shares
119,500 sh
Holdings current value
$5.78M
Avg closing price
$40.33
+37.6%
Last action
Trimmed 14.6%
2024Q1
Current $55.48

Portfolio heatmap

Box size = % of portfolio · color = return since filing
WFC
45.16% · -3.1%
BAC
39.34% · +3.7%
BABA
13.29% · -22.5%
USB
2.20% · +14.8%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.