CM
Charlie Munger
Daily Journal13F filer
Concentrated value — as the firm describes itselfPortfolio as of Jun 30, 2026Filed Jul 16, 2026
Quarter ended Jun 30, 2026, from the 13F filed Jul 16, 2026Changes are against the quarter ended Mar 31, 2026U.S.-listed shares only — no bonds, cash, shorts or foreign listings
Portfolio value
$256.66M
As reported, at quarter-end prices
Positions
4
U.S.-listed companies held
0 new · 0 exited this quarter
Concentration
100%in the top 10
Weight held in the ten largest positions
This quarter
0added · 0trimmed
Positions resized since the prior quarter
What changed this quarter
No quarterly changes available to display.
Portfolio
| Ticker | Issuer | % of portfolio | Reported price | Value | Shares |
|---|---|---|---|---|---|
| WFC | WELLS FARGO CO NEWUNCHANGED | 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 DEL· COM NEWUNCHANGED | 2.81% | $60.40 | $7.22M | 119.5K |
Showing 1–4 of 4 · the top 10 are 100.0% of the reported portfolioEach row opens the company · how we read 13F filings
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.
All 4 positions, with reported prices and share counts, open with a free account.
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