Charlie Munger Holdings 13F: Latest Daily Journal Corp Portfolio Changes
Daily Journal Corp. Buffett's partner, legendary investor. Charlie Munger served as Berkshire Hathaway's Vice Chairman and managed the Daily Journal's portfolio. He is famous for his 'Latticework of Mental Models', worldly wisdom, and holding Alibaba.
As of the latest Q1 2026 13F filing, Charlie Munger (managing Daily Journal Corp) reported a public portfolio value of $240.7M with 4 positions. This page tracks latest holdings, latest 13F changes, top buys, top sells, and top holdings from the public filing.
Open interactive portfolioLatest 13F portfolio changes
Charlie Munger holdings 13F summary: the latest Daily Journal Corp portfolio changes show top holdings including Wells Fargo &, Bank of America, Alibaba, and US Bancorp, reported top buys such as notable reported positions, and top sells or reductions such as notable reported positions.
Latest filing metadata: quarter Q1 2026; report date 2026-03-31; filing date 2026-04-15; disclosure source SEC 13F.
Charlie Munger 13F portfolio and latest holdings overview
Charlie Munger's Q1 2026 13F holdings show Daily Journal Corp reporting 4 positions with a disclosed portfolio value of $240.7M. For readers searching Charlie Munger 13F holdings, Charlie Munger portfolio, Daily Journal Corp holdings, or latest 13F changes, the latest top holdings include Wells Fargo &, Bank of America, Alibaba, and US Bancorp.
The three largest reported positions add up to roughly 97.4%, which helps readers judge portfolio concentration rather than just headline AUM. The largest reported sector exposure is Financials at 89.8% of the disclosed portfolio. This makes the page useful for comparing the manager's actual disclosed exposure with market narratives around the same names.
The latest change data highlights reported buys such as notable reported positions and reported reductions or exits such as notable reported positions. Those changes should be read as historical disclosure signals, not as real-time trade alerts.
The filing metadata lists report date 2026-03-31, filing date 2026-04-15, SEC accession 0001437749-26-012379. SEC 13F reports are normally published up to 45 days after quarter end, so the data is best used to understand institutional positioning after the fact rather than to infer today's exact portfolio.
Charlie Munger portfolio analytics
the top five positions account for 100.0% of disclosed value; the largest sector exposure is Financials at 89.8%; reported buy and sell activity implies roughly 0.0% turnover this period; cost-basis P&L across 3 tracked positions averages 90.8% (2/2 currently in profit).
Top reported holdings
| Holding | Reported value | Weight | Quarter change |
|---|---|---|---|
| WFC whale holders Wells Fargo & Co | $112.5M | 46.7% | Held |
| BAC whale holders Bank of America Corp | $97.5M | 40.5% | Held |
| BABA whale holders Alibaba Group Holding Ltd | $24.5M | 10.2% | Held |
| USB-PS whale holders US Bancorp | $6.2M | 2.6% | Held |
Top buys
No reported items for this period.
Top sells
No reported items for this period.
Allocation
- Financials: 89.8%
- Consumer Discretionary: 10.2%
Data notes
Report date: 2026-03-31
Disclosure source: SEC 13F
SEC 13F filings are delayed public disclosures and do not include every asset class, short positions, or real-time trades.
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Frequently asked questions
Charlie Munger 13F Holdings
The Q1 2026 13F profile for Charlie Munger and Daily Journal Corp shows 4 reported positions, $240.7M in disclosed portfolio value, and top holdings including Wells Fargo &, Bank of America, Alibaba, and US Bancorp.
What is Charlie Munger buying? Latest 13F changes
The latest tracked change data for Charlie Munger highlights reported buys such as notable reported positions and reported sells or reductions such as notable reported positions.
Daily Journal Corp top holdings
Daily Journal Corp top holdings are summarized from public disclosures with reported values, weights, portfolio concentration, top buys, top sells, and filing metadata where available.
Charlie Munger buys and sells
Use the top buys and top sells sections above to compare Charlie Munger's reported additions, reductions, exits, and latest portfolio activity against other tracked investors.
How delayed is Charlie Munger's 13F data?
SEC Form 13F requires institutional investment managers with $100M+ in US equities to disclose their holdings quarterly. Read our comprehensive 13F guide for timing, coverage, and limitations. Read the Whale Analyzer 13F guide.