About Charlie Munger
Charlie Munger was born on January 1, 1924, and is now 97 years old in 2021. He is an American billionaire professional investor, successful businessman, lawyer, architect and philanthropist. He is currently the vice chairman of Berksire Hathaway, described by Warren Buffett as the closest partner and right-hand man. He is also the chairman of Daily Journal Corporation.
About Daily Journal Corporation
Daily Journal Corporation is an American publishing and technology company headquartered in Los Angeles, USA. The company has been listed on Nasdaq since 1987. The company’s stock code is DJCO, the company’s chairman is Charlie Munger, the vice chairman is JP Guerin, and the CEO is Jerry Salzman. According to Yahoo Finance, Charlie Munger currently holds 3.6% of the shares of Daily Journal Corporation.
About SEC 13-F Filing
The United States Securities and Exchange Commission (SEC) regulated that institutional investor managers holding more than US$100 million in assets must report to the SEC the securities held by the institution on a quarterly basis. For details, please refer to the SEC official website.
Daily Journal Corporation portfolio market value
Quarter end date
September 30, 2021
October 5, 2021
Quarter portfolio shareholdings record (13-F)
|Company||Ticker||Market value (US$)||No of shares||Reported share price (US$)||% of portfolio||Holding period|
|Bank of America Corp||BAC||97.64m||2,300,000||42.45||43.35%||At least 7.75 yrs|
|Wells Fargo & Co||WFC||73.88m||1,591,800||46.41||32.8%||At least 7.75 yrs|
|Alibaba Group Holding Ltd||BABA||44.72m||302,060||148.05||19.86%||0.5 yrs|
|US Bancorp||USB||8.32m||140,000||59.44||3.69%||At least 7.75 yrs|
|Posco ADR||PKX||672k||9,745||68.96||0.3%||At least 7.75 yrs|
Buy (Compared to the previous quarter portfolio)
|Company||Ticker||Market value (US$)||No of shares||Reported share price (US$)||% change||% of portfolio|
|Alibaba Group Holding Ltd||BABA||20.24m||136,740||148.05||+82.71%||8.99%|
Sell (Compared to the previous quarter portfolio)
|Company||Ticker||Market value (US$)||No of shares||Reported share price (US$)||% of portfolio|
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