Charlie Munger Portfolio
Daily Journal 13F Holdings
- AUM (13F)
- $249843000
- Holdings
- 4
- Q3 2026 return
- -2.66%
- 3-year return
- +84.37%22.62%/yr
- Top 20 Weight
- 100.0%
- Performance rating
New positions0
Added to0
Trimmed0
Sold out0
Top 50 Daily Journal Holdings
| Stock | Company Name | % of Portfolio | Δ % of Portf | Latest Activity | Shares Owned | Calls/Puts | Value Owned | Trade Value | Ownership Hist | Net Ownership Hist | Breakeven & P/L | Price History | Sector | Date |
|---|
Top 50 Options Holdings
| Stock | Company Name | Option Type | Shares | Value | Latest Activity | Average Buy Price | Ownership History | Net Ownership Hist | Sector | Date |
|---|
Largest Stock Buys since Q3 2026:
| Stock | Company Name | % of Portfolio | Δ % of Portf | Latest Activity | Shares Owned | Calls/Puts | Value Owned | Trade Value | Ownership Hist | Net Ownership Hist | Breakeven & P/L | Price History | Date |
|---|
Largest Stock Sells since Q3 2026:
| Stock | Company Name | % of Portfolio | Δ % of Portf | Latest Activity | Shares Owned | Calls/Puts | Value Owned | Trade Value | Ownership Hist | Net Ownership Hist | Breakeven & P/L | Price History | Date |
|---|
Sector allocation
Portfolio structure
Data Integrity at Scale
HedgeFollow applies mass data sanitization to improve accuracy, with over 1 million errors corrected across all 13F filings.
Filing-level errors
Filing-level errors affect the entire 13F submission.
| Error Type | Affected Quarter | Filing Accession Number | |
|---|---|---|---|
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🔒 Results are restricted to reps under the institutional plan This table contains any detected filing-level issues for this fund. Examples:
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Record-level errors
Record-level errors affect individual holdings.
| Error Type | Quarter | Cusip | Incorrect Value | Correct Value | Filing Number |
|---|---|---|---|---|---|
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🔒 Results are restricted to reps under the institutional plan This table contains any detected record-level issues for this fund. Examples:
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Includes access to filing diagnostics and additional institutional features.
Daily Journal Performance History
| Performance Metric | 3-Year Return | Compared to other Funds |
|---|