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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 4 of 5 rows. Rows without a quote are marked unavailable.

1BACBank of America Corp45.15%-2,300,000$88.99M$38.6952w: $19.51 - $39.97; reported $38.69
2WFCWells Fargo & Co31.55%-1,591,800$62.19M$39.0752w: $20.76 - $41.54; reported $39.07
3BABAAlibaba Group Holding Ltd19.02%New165,320$37.48M$226.7352w: $185.04 - $319.32; reported $226.73
4USBUS Bancorp3.93%-140,000$7.74M$55.3152w: $28.36 - $57.02; reported $55.31
5PKXPosco ADR0.36%-9,745$704KNo quoteNo quote