Holders — by stockHoldings — by fund
Global Frontier Investments LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001821219
$581.0M
disclosed book value
30
positions
17.7%
largest position share
Positions, as of 2026-06-30
top 30 of 30 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | JPMJPMORGAN CHASE | 314,000 | $102.8M | 17.7% |
| 2 | AXPAMERICAN EXPRESS CO | 233,215 | $78.9M | 13.6% |
| 3 | GSGOLDMAN SACHS GROUP INC | 48,000 | $48.5M | 8.4% |
| 4 | PGRPROGRESSIVE CORP | 182,000 | $39.8M | 6.8% |
| 5 | ACNACCENTURE PLC CL A | 315,000 | $39.2M | 6.7% |
| 6 | MAMASTERCARD INC A | 68,000 | $34.9M | 6% |
| 7 | USBUS BANCORP | 558,000 | $33.7M | 5.8% |
| 8 | BRK/ABERKSHIRE HATHAWAY INC CL A | 44 | $32.9M | 5.7% |
| 9 | INFQINFLEQTION INC | 2.3M | $31.3M | 5.4% |
| 10 | MKLMARKEL GROUP INC | 14,300 | $27.9M | 4.8% |
| 11 | KKRKKR | 271,000 | $24.9M | 4.3% |
| 12 | WALWESTERN ALLIANCE BANCORP | 285,000 | $23.4M | 4% |
| 13 | AONAON PLC CLASS A | 49,000 | $16.3M | 2.8% |
| 14 | ACGLARCH CAPITAL GROUP LTD | 150,000 | $14.6M | 2.5% |
| 15 | BRK/BBERKSHIRE HATHAWAY INC CL B | 15,000 | $7.5M | 1.3% |
| 16 | NTRSNORTHERN TRUST CORP | 30,000 | $5.2M | 0.9% |
| 17 | GPNGLOBAL PAYMENTS INC | 68,000 | $4.9M | 0.8% |
| 18 | BABAALIBABA GROUP HOLDING-SP ADR | 50,000 | $4.8M | 0.8% |
| 19 | AXAXOS FINANCIAL INC | 37,000 | $3.6M | 0.6% |
| 20 | VVISA INC CLASS A SHARES | 9,706 | $3.3M | 0.6% |
| 21 | WBSWEBSTER FINANCIAL CORP | 33,000 | $2.5M | 0.4% |
| 22 | OZKBANK OZK | 0 | $0 | 0% |
| 23 | ATAIATAI LIFESCIENCES NV | 0 | $0 | 0% |
| 24 | KLR1USDKALEYRA INC | 0 | $0 | 0% |
| 25 | CADEEURCADENCE BANCORP | 0 | $0 | 0% |
| 26 | AMRYT PHARMA LTD - SPNR ADR | 0 | $0 | 0% |
| 27 | SCHWSCHWAB (CHARLES) CORP | 0 | $0 | 0% |
| 28 | SBNYSIGNATURE BANK/NEW YORK NY | 0 | $0 | 0% |
| 29 | WFCWELLS FARGO | 0 | $0 | 0% |
| 30 | CCITIGROUP INC | 0 | $0 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.