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.

Track Charlie's filings View holdings

Portfolio

$240.67M

Positions

Quarter

2026Q1

Filings tracked

1Y+15.3%Since filing+69.7%Full performance →

Quarter

2026Q1 2025Q4 2025Q3 2025Q2 2025Q1 2024Q4 2024Q3 2024Q2 2024Q1 2023Q4 2023Q3 2023Q2

Biggest winner since filing

BACBK OF AMERICA CORP

+143.9%

+$63.6M

Biggest loser since filing

BABAALIBABA GROUP HLDG LTD

-9.1%

−$2.7M

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.

Embed this chart

Paste this iframe anywhere to embed the live WFC chart.

<iframe src="https://openstocks.me/embed/stocks/WFC" width="100%" height="480" frameborder="0" loading="lazy" title="WFC chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>

Preview: https://openstocks.me/embed/stocks/WFC