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Focused investors/Daily Journal Corp (Charlie Munger)

Daily Journal Corp (Charlie Munger)

Portfolio formerly managed by Charlie Munger (1924-2023), Chairman of Daily Journal Corp.

As of Q2 2026, Daily Journal Corp (Charlie Munger) reported 4 long-equity positions worth $256.66M in aggregate.

Copy-investor backtest

Latest quarter
+9.07%
1-year
+18.19%
3-year
+99.60%
5-year
+48.88%
3-year vs S&P 500
+28.83%
5-year vs S&P 500
-21.78%
5-year top 5
+48.88%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-07-17 from SEC 13F data.

Live quotes available for 4 of 4 rows. Rows without a quote are marked unavailable.

1WFCWells Fargo & Co45.50%-1,413,000$116.77M$82.6452w: $72.78 - $97.76; reported $82.64
2BACBank of America Corp44.40%-2,000,000$113.96M$56.9852w: $44.75 - $59.20; reported $56.98
3BABAAlibaba Group Holding Ltd7.29%-195,000$18.72M$95.9852w: $91.99 - $192.67; reported $95.98
4USBUS Bancorp2.81%-119,500$7.22M$60.4052w: $43.46 - $61.88; reported $60.40