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Charlie Munger

Daily Journal

Concentrated value

$256.66M 13F value
4 positions · as of 2026-06-30 · filed 2026-07-16

This quarter

0 new0 exited0 added0 trimmed

Positions held steady are not reported as moves, so they are absent from these counts.

Largest positions

By weight · every resolvable issuer links to its company page · tags are this quarter's reported move

TickerIssuer% of portfolioValue
WFCWELLS FARGO & CO COMUNCHANGED45.50%$116.77M
BACBANK OF AMER CORPUNCHANGED44.40%$113.96M
BABAALIBABA GROUP HLDG LTD SPONSORED ADSUNCHANGED7.29%$18.72M
USBUS BANCORPUNCHANGED2.81%$7.22M

Showing 4 of 4

Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.

See all 4 positions

Charlie Munger's full reported portfolio with every weight, and the complete list of what they bought, sold and trimmed last quarter — free with an account, no card required.

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