Fund · CIK 1821219 · concentrated
Global Frontier Investments LLC
Jun 30, 2026Filed Aug 14, 2026 · SEC filing ↗
Reported value$581M −50%
Positions21
Opened · sold out0 · 0
Holdings
Share positions at Jun 30, 2026| Stock | % of fund | Value | Shares | Since Q1 2026 |
|---|---|---|---|---|
| JPMJpmorgan Chase & CoCOM | 17.7% | $103M | 314,000 | Cut −50% |
| AXPAmerican Express CoStock | 13.6% | $78.9M | 233,215 | Cut −50% |
| GSGoldman Sachs Group IncStock | 8.4% | $48.5M | 48,000 | Added +85% |
| PGRProgressive CorpStock | 6.8% | $39.8M | 182,000 | Cut −50% |
| ACNAccenture Plc-Cl ASHS CLASS A | 6.7% | $39.2M | 315,000 | Cut −27% |
| MAMastercard Inc - ACL A | 6.0% | $34.9M | 68,000 | Cut −50% |
| USBUS BancorpStock | 5.8% | $33.7M | 558,000 | Cut −50% |
| BRK-ABerkshire Hathaway Inc-Cl ACL A | 5.7% | $32.9M | 44 | Cut −50% |
| INFQInfleqtion IncCOM SHS | 5.4% | $31.3M | 2,348,913 | Cut −91% |
| MKLMarkel Group IncStock | 4.8% | $27.9M | 14,300 | Held |
| KKRKkr & Co IncCOM | 4.3% | $24.9M | 271,000 | Cut −50% |
| WALWestern Alliance BancorpStock | 4.0% | $23.4M | 285,000 | Cut −50% |
| AONAon Plc-Class AStock | 2.8% | $16.3M | 49,000 | Cut −50% |
| ACGLArch Capital Group LtdStock | 2.5% | $14.6M | 150,000 | Cut −50% |
| BRK-BBerkshire Hathaway Inc-Cl BCL B NEW | 1.3% | $7.5M | 15,000 | Held |
| NTRSNorthern Trust CorpStock | 0.9% | $5.2M | 30,000 | Cut −50% |
| GPNGlobal Payments IncStock | 0.8% | $4.9M | 68,000 | Cut −50% |
| BABAAlibaba Group Holding-Sp ADRADR | 0.8% | $4.8M | 50,000 | Cut −50% |
| AXAxos Financial IncCOM | 0.6% | $3.6M | 37,000 | Held |
| VVisa Inc-Class A SharesCOM CL A | 0.6% | $3.3M | 9,706 | Held |
| Webster Financial CorpCOM | 0.4% | $2.5M | 33,000 | Held |
This filing reported values in thousands of dollars; they are shown here in dollars.