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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 2026-06-06 from SEC 13F data.

Live quotes available for 3 of 4 rows. Rows without a quote are marked unavailable.

1BACBank of America Corp49.00%-2,300,000$48.83M$21.2352w: $17.95 - $35.67; reported $21.23
2WFCWells Fargo & Co45.84%-1,591,800$45.69M$28.7052w: $25.11 - $54.04; reported $28.70
3USBUS Bancorp4.84%-140,000$4.82M$34.4552w: $28.59 - $59.48; reported $34.45
4PKXPosco ADR0.32%-9,745$318KNo quoteNo quote