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Charlie Munger
Daily Journal Corporation · Concentrated value Daily Journal holds a tiny, Munger-built marketable-securities portfolio — a handful of banks and BYD — reported via 13F.
Charlie Munger (1924–2023) was an American investor and the longtime vice-chairman of Berkshire Hathaway and Warren Buffett's business partner. He also chaired Daily Journal Corporation, a small publishing and legal-software company that holds a concentrated marketable-securities portfolio he assembled — historically a few U.S. and Chinese banks and BYD — reported to the SEC on Form 13F. Munger championed buying a few great businesses and holding them for the long run.
Showing all 4 reported 13(f) positions; TradingPilot links only the 1 matching its curated universe — a licensed CUSIP↔ticker database was not used. Unmapped positions render as plain text, exactly as filed.
Portfolio allocation (reported 13F equity)
Long US-listed equity positions only; options excluded.
- Wells Fargo & Co45.5%
- Bank of America Corp44.4%
- BABA7.3%
- US Bancorp2.8%
Reported 13F equity value — not a return, not AUM
Long US-listed equity positions only; filed with a ~45-day lag.
| # | Ticker | Security (as filed) | % of 13F | Shares | Reported price | Current | Value | Activity |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Wells Fargo & Co | 45.5% | 1,413,000 | $82.64 | — | $116.8M | Held +0% |
| 2 | — | Bank of America Corp | 44.4% | 2,000,000 | $56.98 | — | $114.0M | Held +0% |
| 3 | BABA | Alibaba Group Holding Ltd | 7.3% | 195,000 | $95.98 | $99.54 +3.7% | $18.7M | Held +0% |
| 4 | — | US Bancorp | 2.8% | 119,500 | $60.40 | — | $7.2M | Held +0% |
Reported price = value ÷ shares at the quarter-end — an average, NOT the manager's buy/sell price.
Current shows the stock's price change since the filing quarter-end (mapped names only) — it is the STOCK's move, not the manager's realized return (we don't know their cost basis or whether they still hold).
TradingPilot analysis of the reported 13F equity book
As of 2026Q2, Charlie Munger's reported 13F book holds 4 equity positions; the top 4 are 100% of it.
- Wells Fargo & Co — 45.5% of 13F
- Bank of America Corp — 44.4% of 13F
- Alibaba Group Holding Ltd (BABA) — 7.3% of 13F
- US Bancorp — 2.8% of 13F
This quarter: 0 new, 0 added, 0 trimmed, 0 sold out.