Charlie Munger's Portfolio

Daily Journal Corp 13F holdings

What is Charlie Munger's portfolio?

Daily Journal Corp has disclosed a total of 5 security holdings in their (2021 Q3) SEC 13F filing(s) with portfolio value of $225,224,000.

What stocks does Charlie Munger own?

In Charlie Munger's portfolio as of 30 Sep 2021, the 5 holdings are (BAC) BANK OF AMERICA CORP (43.35%), (WFC) WELLS FARGO & CO (32.80%), (BABA) ALIBABA GROUP HOLDING-SP ADR (19.86%), (USB) US BANCORP (3.69%) and (PKX) POSCO- SPON ADR (0.30%).

To see the historical data of Daily Journal Corp's portfolio holdings please click on the "2021 Q3" dropdown menu and select the date.

To see Daily Journal Corp's original 13F reports (2021 Q3), please click on the "important" button.

Portfolio value: $225M+
Period: 2021 Q3
Number of stock: 5
Update: 05 Oct 2021
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
BABA
ALIBABA GROUP HOLDING-SP ADR
19.86%
302,060
$148.05
41.44% $86.70
$44,720,000
+82.71% (+136,740)
+8.99%
BAC
BANK OF AMERICA CORP
43.35%
1,540,999
$42.45
7.61% $39.22
$65,415,449
PKX
POSCO- SPON ADR
0.30%
9,745
$68.96
7.67% $74.25
$672,000
USB
US BANCORP
3.70%
140,000
$59.44
29.93% $41.65
$8,322,000
WFC
WELLS FARGO & CO
32.80%
1,042,629
$46.41
31.57% $61.06
$48,388,125
5 of 5

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.