Charlie Munger's Portfolio

Daily Journal Corp 13F holdings

What is Charlie Munger's portfolio?

Daily Journal Corp has disclosed a total of 4 security holdings in their (2024 Q1) SEC 13F filing(s) with portfolio value of $177,189,330.

What stocks does Charlie Munger own?

In Charlie Munger's portfolio as of 31 Mar 2024, the 4 holdings are (WFC) WELLS FARGO & CO (46.22%), (BAC) BANK OF AMERICA CORP (42.80%), (BABA) ALIBABA GROUP HOLDING-SP ADR (7.96%) and (USB) US BANCORP (3.01%).

To see the historical data of Daily Journal Corp's portfolio holdings please click on the "2024 Q1" dropdown menu and select the date.

To see Daily Journal Corp's original 13F reports (2024 Q1), please click on the "important" button.

Portfolio value: $177M+
Period: 2024 Q1
Number of stock: 4
Update: 04 Apr 2024
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
BABA
ALIBABA GROUP HOLDING-SP ADR
7.96%
195,000
$72.36
4.89% $68.82
$14,110,200
-35.00% (-105,000)
-4.29%
BAC
BANK OF AMERICA CORP
42.80%
2,000,000
$37.92
7.09% $35.23
$75,840,000
-13.04% (-300,000)
-6.42%
USB
US BANCORP
3.01%
119,500
$44.70
11.59% $39.52
$5,341,650
-14.64% (-20,500)
-0.52%
WFC
WELLS FARGO & CO
46.22%
1,413,000
$57.96
1.35% $57.18
$81,897,480
-11.23% (-178,800)
-5.85%
4 of 4

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.