Charlie Munger
Daily Journal Corp — managed by Charlie Munger; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-03-31 (filed 2026-04-15) · Source: SEC EDGAR
Daily Journal Corp's most recent 13F filing, for the quarter ended 2026-03-31, reports 4 positions worth $240.7M. The top 4 holdings represent 100% of that value, a concentrated portfolio.
The single largest position is Wells Fargo & Co at 46.7% of the portfolio, followed by Bank Of America Corp at 40.5% and Alibaba Group Holding Ltd at 10.2%.
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.
None of Charlie Munger's tracked holdings are in the strike zone right now.
Valuation as of 2026-07-02; method: conservative Greenwald value band + Owner-Earnings DCF. Position observation, not advice.
Next · is it cheap
Charlie Munger has no positions in the strike zone right now.
Browse the whole market by value band- Value$112.5MValuationAbove valueHolders15Weight (prev→now)47.6% → 46.7%
- Value$97.5MValuationAbove valueHolders16Weight (prev→now)39.8% → 40.5%
- Value$24.5MValuation—Holders9Weight (prev→now)10.3% → 10.2%
- Value$6.2MValuationAbove valueHolders6Weight (prev→now)2.3% → 2.6%
Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-04-15
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