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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. Charlie Munger (Daily Journal)
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  • Portfolio4
  • Performance40Q
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Conglomerate · CIK 0000783412

Charlie Munger

Daily Journal
Share
  • Financials-Focused
  • Highly Concentrated
  • Boutique

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.

Track Charlie's filingsView holdings↓
Portfolio
$240.67M
Positions
4
Quarter
2026Q1
Filings tracked
40
1Y+15.3%Since filing+69.7%Full performance →
Quarter
2026Q12025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q2

Holdings

Sorted by value · 2023Q4
4 positions
1
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
42.33%
of portfolio
Number of shares
1,591,800 sh
Holdings current value
$78.35M
Avg closing price
$47.33
+72.0%
Last action
Trimmed 10.1%
2024Q1
Current $81.41
2
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
41.84%
of portfolio
Number of shares
2,300,000 sh
Holdings current value
$77.44M
Avg closing price
$22.10
+143.9%
Last action
Trimmed 11.5%
2024Q1
Current $53.91
3
BABAALIBABA GROUP HLDG LTDADR
Consumer Cyclical·Internet Retail
12.56%
of portfolio
Number of shares
300,000 sh
Holdings current value
$23.25M
Avg closing price
$155.08
-9.1%
Last action
Trimmed 25.9%
2024Q1
Current $141.01
4
USBUS BANCORP DEL
Financial Services·Banks - Regional
3.27%
of portfolio
Number of shares
140,000 sh
Holdings current value
$6.06M
Avg closing price
$40.33
+41.2%
Last action
Trimmed 12.8%
2024Q1
Current $56.93

Portfolio heatmap

Box size = % of portfolio · color = return since filing
WFC
42.33% · +65.4%
BAC
41.84% · +60.1%
BABA
12.56% · +81.9%
USB
3.27% · +31.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services3 pos$161.8M87.4%
  • Consumer Cyclical1 pos$23.3M12.6%