Conglomerate · CIK 0000783412
Charlie Munger
Daily Journal
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.
Portfolio
$240.67M
Positions
4
Quarter
2026Q1
Filings tracked
40
Biggest winner since filing
BACBK OF AMERICA CORP
+142.1%
+$62.8M
Biggest loser since filing
BABAALIBABA GROUP HLDG LTD
-10.6%
−$3.2M
Investment strategy
Charlie Munger is a boutique with a highly concentrated portfolio tilted toward financial services names. 90% of the disclosed equity book is in Financial Services.
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<iframe src="https://openstocks.me/embed/stock/WFC" width="100%" height="480" frameborder="0" loading="lazy" title="WFC chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>Holdings
2 sectors4 positions
Top 3 = 97% of book · WFC, BAC, BABA
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Performance
vs SPY40 quarters tracked
Mark-to-market portfolio growth vs SPY benchmark, with AUM and concentration history.
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Options & derivatives
No options
Charlie Munger has no PUT or CALL positions disclosed for this quarter.
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Activity & trades
Quarter-by-quarterLast move 2024Q1
TRIM USB — and 4 more recent moves.
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Recent transactions
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TRIM
ALIBABA GROUP HLDG LTD
−105,000
~$72.36 · 2024Q1
2024-04-04
