Superinvestors / Daily Journal

Charlie Munger

Daily Journal

Concentrated value

$256.66M Portfolio 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.

Portfolio

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

Ticker	Issuer	% of portfolio	Reported price	Value	Shares
WFC	WELLS FARGO & COUNCHANGED	45.50%	$82.64	$116.77M	1.4M
BAC	BANK AMERICA CORPUNCHANGED	44.40%	$56.98	$113.96M	2.0M
BABA	ALIBABA GROUP HLDG LTD· SPONSORED ADSUNCHANGED	7.29%	$95.98	$18.72M	195.0K
USB	US BANCORP· COM NEWUNCHANGED	2.81%	$60.40	$7.22M	119.5K

Showing 4 of 4

Reported price is this manager's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what they paid. 13F reports no cost basis.

The top 10 positions are 100.0% of the reported portfolio, across 4 positions.

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 more of Charlie Munger's portfolio

More of Charlie Munger's reported positions with their weights, and what they bought, sold and trimmed last quarter rather than the largest few — free with an account, no card required.