Charlie Munger 13F Portfolio

Charlie MungerHedge FundPortfolio ManagerPerformance 24Q1AUM# of HoldingsPerformance Rank Allocation
Daily JournalCharlie Munger12.07%$177189000 4

Top Holdings Performance History

Daily Journal Holdings Map

Top 50 Daily Journal Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Change in Shares Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Buys since Q4 2023:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Change in Shares Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q4 2023:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Change in Shares Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

Daily Journal Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds