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Charlie Munger's portfolio
Filed Nov 2, 2026 for holdings on Sep 30, 2026, 33 days after the quarter ended. The next one is due by Feb 14, 2027.
Stocks reported
$250M
as of Sep 30, 2026
Positions
4
all shown below
Top 10 stocks
100.0%
of the money in stocks
Options
None
none reported
New buys0
None.
Added to0
None.
Trimmed0
None.
Exited0
None.
Values at quarter end, not today's prices.
| Quarter | Filed | Stocks | Filing |
|---|---|---|---|
| Q3 2026 | Nov 2, 2026 | $250M | EDGAR |
| Q2 2026 | Jul 16, 2026 | $257M | EDGAR |
| Q1 2026 | Apr 15, 2026 | $241M | EDGAR |
| Q4 2025 | Jan 13, 2026 | $277M | EDGAR |
| Q3 2025 | Oct 8, 2025 * | $262M | EDGAR |
| Q2 2025 | Jul 9, 2025 | $235M | EDGAR |
| Q1 2025 | Apr 15, 2025 | $216M | EDGAR |
| Q4 2024 | Feb 18, 2025 | $209M | EDGAR |
| Q3 2024 | Oct 11, 2024 | $185M | EDGAR |
| Q2 2024 | Oct 2, 2024 | $182M | EDGAR |
| Q1 2024 | Apr 4, 2024 | $177M | EDGAR |
| Q4 2023 | Jan 17, 2024 | $185M | EDGAR |
| Q3 2023 | Oct 11, 2023 | $159M | EDGAR |
| Q2 2023 | Jul 6, 2023 | $164M | EDGAR |
| Q1 2023 | Apr 4, 2023 | $161M | EDGAR |
| Q4 2022 | Jan 5, 2023 | $174M | EDGAR |
| Q3 2022 | Oct 5, 2022 | $163M | EDGAR |
| Q2 2022 | Jul 8, 2022 | $175M | EDGAR |
| Q1 2022 | Apr 11, 2022 | $213M | EDGAR |
| Q4 2021 | Jan 4, 2022 | $259M | EDGAR |
| Q3 2021 | Oct 5, 2021 | $225M | EDGAR |
| Q2 2021 | Jul 23, 2021 | $213M | EDGAR |
| Q1 2021 | Apr 5, 2021 | $197M | EDGAR |
| Q4 2020 | Jan 11, 2021 | $125M | EDGAR |
| Q3 2020 | Oct 7, 2020 | $98.3M | EDGAR |
| Q2 2020 | Jul 2, 2020 | $101M | EDGAR |
| Q1 2020 | Apr 20, 2020 | $99.7M | EDGAR |
| Q4 2019 | Jan 3, 2020 | $175M | EDGAR |
| Q3 2019 | Oct 7, 2019 | $156M | EDGAR |
| Q2 2019 | Jul 5, 2019 * | $150M | EDGAR |
| Q1 2019 | Apr 8, 2019 | $148M | EDGAR |
| Q4 2018 | Jan 8, 2019 | $137M | EDGAR |
| Q3 2018 | Oct 9, 2018 | $159M | EDGAR |
| Q2 2018 | Jul 5, 2018 | $161M | EDGAR |
| Q1 2018 | Apr 13, 2018 | $160M | EDGAR |
| Q4 2017 | Jan 10, 2018 | $173M | EDGAR |
| Q3 2017 | Nov 8, 2017 | $154M | EDGAR |
| Q2 2017 | Jul 14, 2017 | $152M | EDGAR |
| Q1 2017 | Apr 12, 2017 | $151M | EDGAR |
| Q4 2016 | Feb 1, 2017 | $146M | EDGAR |
| Q3 2016 | Nov 7, 2016 | $113M | EDGAR |
| Q2 2016 | Aug 9, 2016 | $112M | EDGAR |
| Q1 2016 | May 10, 2016 | $114M | EDGAR |
| Q4 2015 | Feb 10, 2016 | $132M | EDGAR |
| Q3 2015 | Nov 12, 2015 | $124M | EDGAR |
| Q2 2015 | Aug 7, 2015 | $135M | EDGAR |
| Q1 2015 | May 8, 2015 | $129M | EDGAR |
| Q4 2014 | Feb 9, 2015 | $135M | EDGAR |
| Q3 2014 | Nov 7, 2014 | $133M | EDGAR |
| Q2 2014 | Aug 11, 2014 | $130M | EDGAR |
| Q1 2014 | May 12, 2014 | $129M | EDGAR |
| Q4 2013 | Feb 11, 2014 | $119M | EDGAR |
They usually file 12 days after the quarter ends. * amended later.
First filing on record, nothing to compare yet.
Holdings as of Sep 30 (Q3 2026), filed 33 days later (the report at the SEC)
First filing on record, nothing to compare yet.
Holdings as of Jun 30 (Q2 2026), filed 16 days later (the report at the SEC)
First filing on record, nothing to compare yet.
Holdings as of Mar 31 (Q1 2026), filed 15 days later (the report at the SEC)
First filing on record, nothing to compare yet.
Holdings as of Dec 31 (Q4 2025), filed 13 days later (the report at the SEC)
First filing on record, nothing to compare yet.
Holdings as of Sep 30 (Q3 2025), filed 8 days later (the report at the SEC)
First filing on record, nothing to compare yet.
Holdings as of Jun 30 (Q2 2025), filed 9 days later (the report at the SEC)
About Daily Journal: The tiny portfolio Charlie Munger built. It has barely moved since he died in 2023. A 13F is up to 45 days old when filed and shows long US stock positions only. Not investment advice.
Copying Daily Journal's 13F filings from Jan 2020 would have turned $10,000 into $14,670, less than the S&P 500 did.
A test before costs and taxes, not a real account. Companies that were later delisted or bought out are skipped, which flatters it. See the full copy test, year by year →