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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 & Co47.40%-1,413,000$99.25M$70.2452w: $46.12 - $78.13; reported $70.24
2BACBank of America Corp41.98%-2,000,000$87.9M$43.9552w: $31.27 - $48.08; reported $43.95
3BABAAlibaba Group Holding Ltd7.90%-195,000$16.53M$84.7952w: $66.63 - $117.82; reported $84.79
4USBUS Bancorp2.73%-119,500$5.72M$47.8352w: $37.81 - $53.98; reported $47.83