Charlie Munger

Charlie Munger

Last Update: 02-09-2015

Number of Stocks: 4
Number of New Stocks: 0

Total Value: $135 Mil
Q/Q Turnover: 0%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Charlie Munger's Portfolio

This page shows the Portfolio Holdings of Charlie Munger at Daily Journal. It tells us what Charlie Munger holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.

Portfolio Statistics

Portfolio Date: 2014-12-31
Number of Stocks: 4
Total value: 135 Mil
Number of New Buys: 0
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Financial Services 99.6% 99.6%
Basic Materials 0.5% 0.5% -3.1% 23.343373494%
ETF, options, preferred 0.4% 0.4%

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Ticker Company Industry Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding
USB U.S. BancorpBanks140,0006,2934.7%000.01
BAC Bank of America CorporationBanks2,300,00041,14730.4%000.02
WFC Wells Fargo & CoBanks1,591,80087,26264.5%000.03
PKX POSCOSteel9,7456220.46%-84.91%-3.14%0.00
Premium Portfolio changes after 2014-12-31 are included for Premium Members only!
*Holdings do not include bonds, notes, debts, shorts etc. Foreign holdings may not be included.

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User Comments

ReplySnowballbuilder - 5 months ago
@edward c
For what i ve understand this is the portfolio of DJCO , of wich Munger is the chairman .
Is not the personal portfolio of mr Munger .

In the personal portfolio of mr Munger there are , for what i remember : brk , costco , djco , byd and a bunch of other asian security ...

" Munger: Most of the Munger money – I don’t count the Daily Journal, it’s just a little asterisk (laughter) — is in Berkshire Hathaway, Costco (ticker: COST), and an Asian fund. Now, you could go to the rest of finance, they think they know how to handle money, and they’d say it’s totally unthinkable, Munger doesn’t know what the hell he’s doing. Doesn’t fit our models. But I’m right and they’re wrong."
ReplyBatbeer2 - 5 months ago
This is the portfolio of DJCO and not Charlie Munger (Trades, Portfolio)'s personal holdings.

Charlie is on the board of DJCO and pricked some or all of these stocks. He is also on the board of Berkshire Hathaway but Berkshire's holdings aren't listed here either.

DJCO may hold some BYD but they haven' t disclosed this. As for Costco, I don't think DJCO owns those shares at all. Munger does in his personal portfolio though.

hope this helps.
Edward C
ReplyEdward C - 5 months ago
Charlie certainly has much more than 130mil invested. Why is Cosco and BYD not listed?
Edward C
ReplyEdward C - 5 months ago
I thought that Charlie also owns quite a bit of BYD Chinese auto maker. How come its not listed
ReplyGurufocus - 9 months ago
There is no new stocks. Check the portfolio here:
ReplyTstory - 9 months ago
Where did this go?
ReplyMscott9 - 10 months ago
GF - why was this removed????

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