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Daily Journal 13F Portfolio · Charlie Munger

Portfolio Manager
Charlie Munger
Performance
+6.65% (2026 Q2)
AUM (13F)
$256.66M
# of Holdings
4
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q2 2026

Daily Journal CORP Holdings Map

Top 4 Daily Journal CORP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
WFC
Wells Fargo & Co
45.5%1.41M$116.8M
+0.00%(+0)
2025-Q2: 1.41M shares2025-Q3: 1.41M shares2025-Q4: 1.41M shares2026-Q1: 1.41M shares2026-Q2: 1.41M shares
$48.69(+83.72%)
2026-06-30
BAC
Bank of America Corp
44.4%2.00M$114.0M
+0.00%(+0)
2025-Q2: 2.00M shares2025-Q3: 2.00M shares2025-Q4: 2.00M shares2026-Q1: 2.00M shares2026-Q2: 2.00M shares
$28.20(+130.81%)
2026-06-30
BABA
Alibaba Group Holding Ltd
7.29%195.0K$18.7M
+0.00%(+0)
2025-Q2: 195.0K shares2025-Q3: 195.0K shares2025-Q4: 195.0K shares2026-Q1: 195.0K shares2026-Q2: 195.0K shares
$172.13(-26.08%)
2026-06-30
USB
US Bancorp
2.81%119.5K$7.2M
+0.00%(+0)
2025-Q2: 119.5K shares2025-Q3: 119.5K shares2025-Q4: 119.5K shares2026-Q1: 119.5K shares2026-Q2: 119.5K shares
$48.90(+34.16%)
2026-06-30

About Daily Journal CORP’s portfolio

Daily Journal CORP reports $256.66M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are WFC (45.5%), BAC (44.4%) and BABA (7.3%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +83.71% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
WFC — 45.5% ($116.77M)BAC — 44.4% ($113.96M)BABA — 7.3% ($18.72M)USB — 2.8% ($7.22M)
100%in top 4
  • WFC45.5%
  • BAC44.4%
  • BABA7.3%
  • USB2.8%

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Source filings

Holdings on this page are parsed from Daily Journal CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 783412). View Daily Journal CORP’s 13F filings on SEC

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