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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 Corp43.67%-2,300,000$76.18M$33.1252w: $29.31 - $50.11; reported $33.12
2WFCWells Fargo & Co37.68%-1,591,800$65.73M$41.2952w: $36.54 - $60.30; reported $41.29
3BABAAlibaba Group Holding Ltd15.15%-300,000$26.43M$88.0952w: $58.01 - $138.70; reported $88.09
4USBUS Bancorp3.50%-140,000$6.11M$43.6152w: $38.39 - $63.57; reported $43.61
5PKXPosco ADR-Sold0$0No quoteNo quote