Charlie Munger
Daily Journal Corp
Warren Buffett's legendary Berkshire Hathaway vice chairman, Charlie Munger also chaired Daily Journal Corporation, personally overseeing its equity portfolio. He passed away in November 2023; Daily Journal continues to file 13F reports on the portfolio he built.
As of June 30, 2026, the Charlie Munger portfolio (Daily Journal Corp) holds 4 equity positions worth $257M. That is up 6.6% from $241M in Q1 2026. Over the quarter, the fund opened 0 new positions, exited 0, increased 0 and trimmed 0 (full breakdown below).
Portfolio as of June 30, 2026
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Quarterly moves
Q1 2026 → Q2 2026
Portfolio value went from $241M to $257M (+6.6%) quarter over quarter.
Amount invested · % of portfolio
None
Amount bought · (±%) · % of portfolio
None
Amount sold · (±%) · % of portfolio
None
None
Portfolio value over time
Top 10 holdings evolution as of June 30, 2026
Share of portfolio (%) since inception, top 10 as of the selected quarter.
Sector breakdown
Based on holdings matched to a stock referenced on the site.
Dividend aristocrats held
Stocks with at least 25 consecutive years of dividend growth.
No matching holding among stocks referenced on the site.
Frequently asked questions
What are Charlie Munger's top holdings?
As of June 30, 2026, the top three holdings of Daily Journal Corp are Wells Fargo & Co, Bank of America Corp, Alibaba Group Holding Ltd.
How many positions does Charlie Munger hold?
Daily Journal Corp reports 4 equity positions worth $257M as of June 30, 2026.
Does Charlie Munger invest in dividend stocks?
The dividend exposure of this portfolio cannot be assessed yet.
Data sourced from 13F filings submitted to the SEC, published with roughly 45 days of lag. A 13F only covers long positions in U.S.-traded securities: it excludes short sales, non-U.S. holdings and cash. Provided for informational purposes only and does not constitute investment advice.