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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 2026-05-08 from SEC 13F data.

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

1WFCWells Fargo & Co43.07%-1,413,000$79.82M$56.4952w: $38.39 - $62.55; reported $56.49
2BACBank of America Corp42.82%-2,000,000$79.36M$39.6852w: $24.96 - $44.44; reported $39.68
3BABAAlibaba Group Holding Ltd11.17%-195,000$20.69M$106.1252w: $66.63 - $112.22; reported $106.12
4USBUS Bancorp2.95%-119,500$5.46M$45.7352w: $30.47 - $47.31; reported $45.73