Daily Journal Corp

Managed by Charlie Munger. $256.7M disclosed long-equity portfolio across 4 positions.

#StockValue% of Portfolio
1Wells Fargo & Co$116.8M45.50%
2Bank of America Corp$114.0M44.40%
3Alibaba Group Holding Ltd$18.7M7.29%
4US Bancorp$7.2M2.81%

For full quarterly history, transactions, and the investor profile, see Charlie Munger's page →

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Daily Journal Corp — overview

Charlie Munger runs Daily Journal Corp. Only 4 stocks. Enough said. Every position is a deep conviction call. As of the Q2 2026 13F filing, the disclosed long-equity portfolio is valued at $257M across 4 positions. The largest holdings are Wells Fargo & Co, Bank of America Corp, and Alibaba Group Holding Ltd (Wells Fargo & Co alone is 45.5% of the book).

Key takeaways

  • Disclosed Q2 2026 portfolio: $257M.
  • Top holdings: Wells Fargo & Co, Bank of America Corp, and Alibaba Group Holding Ltd.