Charlie Munger Portfolio

Charles Munger is a long-time business-partner of Warren Buffett and vice-chairman of Berkshire Hathaway. Also, Munger until recently was chairman of Daily Journal Corp. (ticker symbol DJCO). Charles Munger also serves as a director in Costco. Charlie Munger is 98 years old, his net worth is estimated to be around $2.7 billion. Munger lives in California.

charlie munger portfolio

Currently Charlie Munger personal portfolio includes:

  • 167050 Costco shares
  • 4370 Berkshire Hathaway class A shares
  • 643 Berkshire Hathaway class B shares
  • 50000 Daily Journal Corp. shares

Daily Journal Corp. business is based on publication and managing all sorts of legal information for courts, attorneys, etc. Charlie Munger manages Daily Journal investment portfolio with current market value of more than $200 million.

Daily Journal Corporation Stock Holdings as of 31 December, 2021 (reported to SEC on 11 April, 2022)

CompanyValue ($)Number of shares
Bank of
America Corp
94,806,0002,300,000
Wells Fargo & Co77,139,0001,591,800
Alibaba Group Holding Ltd32,640,000300,000
US Bancorp7,441,000140,000
Posco ADR577,0009,745

Charlie Munger and Alibaba Stock

During last year Charlie Munger was actively purchasing Alibaba shares for Daily Journal Corporation portfolio. Last purchase was made in the last quarter of 2021. Munger defended this investment in interviews and was not worried with steep price decline of BABA stock. However, in the recent SEC filing it was shown that investments in Alibaba were cut in half — 302060 shares were sold in the first quarter of 2022. Charlie Munger declined to comment about this decision.

Source: SEC report