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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 · 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
+72.0%
Last action
Trimmed 11.2%
2024Q1
Current $81.41
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
+143.9%
Last action
Trimmed 13.0%
2024Q1
Current $53.91
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
-9.1%
Last action
Trimmed 35.0%
2024Q1
Current $141.01
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
+41.2%
Last action
Trimmed 14.6%
2024Q1
Current $56.93

Portfolio heatmap

Box size = % of portfolio · color = return since filing
WFC
45.16% · -2.9%
BAC
39.34% · +4.5%
BABA
13.29% · -21.1%
USB
2.20% · +17.8%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services3 pos$227.4M86.7%
  • Consumer Cyclical1 pos$34.9M13.3%