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 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 15.3% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.
Portfolio
$240.67M
Positions
4
Quarter
2026Q1
Filings tracked
40
Capital flow per quarter
BuysSellsNet
Latest · 2026Q1
$0
Lifetime buys
$0
Lifetime sells
$30M
Recent transactions
Last 11 moves
TRIM
ALIBABA GROUP HLDG LTD
−105,000
~$72.36 · 2024Q1
2024-04-04
TRIM
ALIBABA GROUP HLDG LTD
−302,060
~$108.80 · 2022Q1
2022-04-11
ADD
ALIBABA GROUP HLDG LTD
+300,000
~$118.79 · 2021Q4
2022-01-04
ADD
ALIBABA GROUP HLDG LTD
+136,740
~$148.05 · 2021Q3
2021-10-05
NEW
ALIBABA GROUP HLDG LTD
+165,320
~$226.73 · 2021Q1
2021-04-05
SOLD
Bank of
America Corp
−2,300,000
~$15.65 · 2016Q4
2017-02-01
NEW
BK OF AMERICA CORP
+2,300,000
~$22.10 · 2016Q4
2017-02-01