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 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
1Y+15.3%3Y+98.3%5Y+53.2%Full performance →
Capital flow per quarter
BuysSellsNet
+$30M+$15M$0-$15M-$30M'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4'26Q1
Latest · 2026Q1
$0
Lifetime buys
$0
Lifetime sells
$30M

Recent transactions

Last 11 moves
TRIM
US BANCORP DEL
20,500
~$44.70 · 2024Q1
2024-04-04
TRIM
ALIBABA GROUP HLDG LTD
105,000
~$72.36 · 2024Q1
2024-04-04
TRIM
WELLS FARGO CO NEW
178,800
~$57.96 · 2024Q1
2024-04-04
TRIM
BK OF AMERICA CORP
300,000
~$37.92 · 2024Q1
2024-04-04
SOLD
POSCO HOLDINGS INC
9,745
~$0.04 · 2022Q4
2023-01-05
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
Charlie Munger (Daily Journal) opened a new position in BABA
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
Charlie Munger (Daily Journal) opened a new position in BAC
BK OF AMERICA CORP
+2,300,000
~$22.10 · 2016Q4
2017-02-01