CM
Charlie Munger legacy
Daily Journal Corp
Concentrated value — Munger tradition
The publicly-traded company Charlie Munger chaired and used to hold a concentrated equity portfolio, famously loaded into Bank of America and Wells Fargo after the financial crisis.
Portfolio Map
Sized by portfolio weight · colored by quarter-over-quarter change · click ticker to view analysis
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CALLBullish options bet
PUTBearish options bet
Sector Allocation
% of portfolio value by sector · current filing only
Other / Unclassified
55.6%
Financial Services
44.4%
Full Portfolio · 2026-06-30
4 positions — click any ticker to open its analysis page
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Conviction Moves
Largest portfolio-weight changes this quarter · bar length = change in % of portfolio
New / Increased
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Closed
Quarter-over-Quarter Changes
2026-03-31 → 2026-06-30 · 0 positions moved
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