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.
Methodology:TWR tiles chain-link quarterly mark-to-market across consecutive filings (GIPS-compliant) ·actual tiles use a real 13F snapshot marked to today ·backtest tiles re-price the current book to historical prices.
Performance overview
We mark Charlie Munger (Daily Journal)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Charlie's portfolio is 15.3% over the last 12 months · 69.7% since 2016Q2.
Portfolio growth vs SPY
Rebased to 100 at 2021Q2 · through 2026Q1
Charlie Munger
+41.2%
SPY
+62.1%
Alpha
-20.9pp
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.