Daily Journal (Charlie Munger)
The small portfolio Charlie Munger, Buffett's long-time partner, managed (he died in 2023).
What Charlie Munger held at Q2 2026: 4 positions, the largest WFC +45.5 %, BAC +44.4 %, BABA +7.3 %, USB +2.8 %. Changes against the quarter before.
- WFC – +45.5 %
- BAC – +44.4 %
- BABA – +7.3 %
- USB – +2.8 %