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Q4 2018 13F · by Charlie Munger, portfolio manager

As of
Dec 31, 2018
Filed
Jan 8, 2019
US stock
$137M · prev $159M
Positions
4 · prev 4
Options notional
$0
Documents
1· no amendments

Picture100.0% US stock

Full picture · of what this 13F reports is US stock

  • US stock listed on a US exchange 100.0%
  • Foreign stock not listed in the US 0.0%
  • Notes debt, at principal 0.0%
  • Puts at notional value 0.0%
  • Calls at notional value 0.0%

Moves

First filing on record. Nothing to compare against.

The book

Very concentrated · behaves like 2 equal-sized positions

  1. Very concentrated
  2. Concentrated
  3. Focused
  4. Diversified

Low turnover · 0.0% a year

  1. Low
  2. Moderate
  3. High

Top 5 positions100% of US stock

  1. WFC Wells Fargo & Co. held held53.6%
  2. BAC Bank of America Corporation held held41.4%
  3. USB U.S. Bancorp held held4.7%
  4. PKX POSCO Holdings Inc. held held0.4%

Positions4 in this filing · 0 exited

WFCWells Fargo & Co.53.56%1,591,800$73Mheld—21 q
BACBank of America Corporation41.38%2,300,000$57Mheld—9 q
USBU.S. Bancorp4.67%140,000$6Mheld—21 q
PKXPOSCO Holdings Inc.0.39%9,745$536,000held—21 q

Source

Form
13F-HR
Reading
0 defects · 0 unresolved
Accession
0001437749-19-000508
Options
none in this filing
Notes
none in this filing
SEC cross-check
SEC data set not published yet