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Charlie Munger

Daily Journal Corp

·

CIK

783412

Vice Chairman of Berkshire Hathaway and Warren Buffett's longtime business partner, renowned for his sharp wit, deep understanding of business, and value investing philosophy.

11 Oct 2024

Last Update

AUM
$185.34M
Holdings
4
ROI %
45.96%
QoQ%
19.85%
Avg. Holding Period
9y

Sector Breakdown

Top Investments

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Sold

300K

shares of

BA

BAC

for

$37.92

Sold

178.8K

shares of

WF

WFC

for

$57.96

Sold

105K

shares of

BA

BABA

for

$72.36

Sold

20.5K

shares of

US

USB

for

$44.70

Sold

9.7K

shares of

PK

PKX

for

$36.63

Sold

302.1K

shares of

BA

BABA

for

$108.80

Performance

Holdings

S&P 500

Stocks

4

Options

0
Ticker
Name
Shares
Shares value
% Portfolio
Change
Change %
History
Avg. Buy Price
Current price
Report Date
WFC.US

WFC

Wells Fargo & Company
1.41M
$79.82M
43.07%
-
-
$45.4(24.43%)
$56.49
30 Sep 2024
BAC.US

BAC

Bank of America Corp
2M
$79.36M
42.82%
-
-
$15.57(154.85%)
$39.68
30 Sep 2024
BABA.US

BABA

Alibaba Group Holding Ltd
195K
$20.69M
11.17%
-
-
$155.07(-31.57%)
$106.12
30 Sep 2024
USB.US

USB

U.S. Bancorp
119.5K
$5.46M
2.95%
-
-
$40.4(13.19%)
$45.73
30 Sep 2024