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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 2026-05-07 from SEC 13F data.

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

1WFCWells Fargo & Co47.60%-1,413,000$131.69M$93.2052w: $58.42 - $95.85; reported $93.20
2BACBank of America Corp39.76%-2,000,000$110M$55.0052w: $33.07 - $56.55; reported $55.00
3BABAAlibaba Group Holding Ltd10.33%-195,000$28.58M$146.5852w: $80.06 - $192.67; reported $146.58
4USBUS Bancorp2.30%-119,500$6.38M$53.3652w: $35.18 - $55.15; reported $53.36