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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 Corp44.59%-2,300,000$94.81M$41.2252w: $36.51 - $50.11; reported $41.22
2WFCWells Fargo & Co36.28%-1,591,800$77.14M$48.4652w: $38.92 - $60.30; reported $48.46
3BABAAlibaba Group Holding Ltd15.35%Reduce -50.2%300,000$32.64M$108.8052w: $73.28 - $245.69; reported $108.80
4USBUS Bancorp3.50%-140,000$7.44M$53.1552w: $52.44 - $63.57; reported $53.15
5PKXPosco ADR0.27%-9,745$577KNo quoteNo quote