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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

4 changes from Charlie Munger (Daily Journal), filed 2025-10-07 for period end 2025-09-30.

$262.2M portfolio value
StockActionChangeCurrentPortfolio Impact
01609W102
Alibaba Group Holding Ltd
Increased$12.7M$34.9M4.86%
60505104
Bank of America Corp
Increased$8.5M$103.2M3.26%
949746101
Wells Fargo & Co
Increased$5.2M$118.4M1.99%
902973304
US Bancorp
Increased$368,060$5.8M0.14%

Evidence

Related Cards

CM
Increased01609W102

Charlie Munger

Charlie Munger (Daily Journal) filed a 13F change in Alibaba Group Holding Ltd (01609W102) on 2025-10-07, covering period end 2025-09-30.

CM
Increased60505104

Charlie Munger

Charlie Munger (Daily Journal) filed a 13F change in Bank of America Corp (60505104) on 2025-10-07, covering period end 2025-09-30.

Charlie Munger (Daily Journal) disclosed increased in Wells Fargo & Co | TradingNote AI