DAILY JOURNAL CORP
Portfolio value QoQ: +6.6% 13F does not disclose cash
Top 10 holdings weight100.00%
Top 25 holdings weight100.00%
Positions above 1%4
Effective number of positions2.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $0
Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 100.0% still held
New positions0
Increased0
Decreased0
Closed0
Portfolio value
$256.7M
Positions
4
As of
June 30, 2026 Data as of Q2 2026
Performance vs S&P 500
Tracked Q1 2025–Q2 2026
+22.2%
S&P 500 total return (same window)
+37.0%
Excess return
-14.8%
Annualized: +17.4% · S&P 500: +28.7%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Sector breakdown
Full portfolio 4 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| WFC | $116,770,320 | 45.50% | 1,413,000 | $4,281,390 | |||
| BAC | $113,960,000 | 44.40% | 2,000,000 | $16,460,000 | |||
| BABA | $18,716,100 | 7.29% | 195,000 | $-5,748,600 | |||
| USB | $7,217,800 | 2.81% | 119,500 | $1,002,605 | |||
| No matches | |||||||