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Charlie Munger profile

Charlie Munger | Daily Journal Corp

This pages lists all securities owned by Daily Journal Corp going back to 2013 Q4. At the top of the list are companies that have been held the longest such as POSCO Holdings Inc., U.S. Bancorp, and Wells Fargo & Company.

Name
Ticker
Quarters Owned
First Quarter Owned
Latest Quarter Owned
Min % of Portfolio
Avg % of Portfolio
Max % of Portfolio
POSCO Holdings Inc.
PKX
35
'13 Q4'22 Q2
0.22%
0.76%
4.24%
U.S. Bancorp
USB
35
'13 Q4'22 Q2
3.04%
4.56%
5.31%
Wells Fargo & Company
WFC
35
'13 Q4'22 Q2
29.53%
52.67%
67.40%
Bank of America Corporation
BAC
23
'16 Q4'22 Q2
34.75%
43.57%
56.39%
Bank Of America Corp
12
'13 Q4'16 Q3
27.22%
29.10%
31.86%
Alibaba Group Holding Limited
BABA
6
'21 Q1'22 Q2
15.35%
19.83%
27.65%

Industry Breakdown

Disclaimer: Investor holdings are derived from 13F filings which are required to be filed by all institutional investment managers with at least $100 million in assets under management. Limitations to this data include but are not limited to: (1) SEC does not review 13Fs for accuracy or completeness, (2) cash, foreign stocks, short positions, and a variety of other assets are not required to be reported, (3) 13Fs are often filed 45 days after the end of the quarter, by which time a manager's positions and outlook could have changed significantly, (4) the market value does not tell us at what price the manager acquired the asset, and (5) data is only available starting mid 2013. Please do your own research before drawing any conclusions from this data.