Charlie Munger

Daily Journal Corp — managed by Charlie Munger; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-06-30 (filed 2026-07-16) · Source: SEC EDGAR

Portfolio value$256.7M (+7%)

Holdings4

Top holdingWells Fargo & Co

Below band0

By what price implies: 2 demand a demanding growth rate, 0 modest.

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Wells Fargo & CoWFC	$116.8M	—	19	1,413,000	45.5%	Core 8q
Bank Of America CorpBAC	$114.0M	—	19	2,000,000	44.4%	Core 8q
Alibaba Group Holding LtdBABA	$18.7M	—	10	195,000	7.3%	Core 8q
Us BancorpUSB	$7.2M	—	9	119,500	2.8%	Core 8q

Wells Fargo & CoWFCCore 8q
Value$116.8MValuation—Holders19Weight45.5%
Bank Of America CorpBACCore 8q
Value$114.0MValuation—Holders19Weight44.4%
Alibaba Group Holding LtdBABACore 8q
Value$18.7MValuation—Holders10Weight7.3%
Us BancorpUSBCore 8q
Value$7.2MValuation—Holders9Weight2.8%

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About this investor

Portfolio overview

Daily Journal Corp's most recent 13F filing, for the quarter ended 2026-06-30, reports 4 positions worth $256.7M. The top 4 holdings represent 100% of that value, a concentrated portfolio.

The single largest position is Wells Fargo & Co at 45.5% of the portfolio, followed by Bank Of America Corp at 44.4% and Alibaba Group Holding Ltd at 7.3%.

Against the prior quarter, Charlie Munger opened 0 new positions, exited 0, added to 0, and trimmed 0.

Across all 8 quarters on file, Wells Fargo & Co has appeared in every filing, as has Bank Of America Corp. Wells Fargo & Co currently ranks first by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

Charlie Munger has no positions in the strike zone right now. Browse the whole market by value band

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-07-16

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