Q4 2024 · 13F-HR
Global Frontier Investments LLCholdings as filed
Filed 2025-02-14 · accession 0001821219-25-000001
$388,705
Reported value
23
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46625H100 | JPM | JPMORGAN CHASE | $90,850 | 23.4% | 379,000 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $58,531 | 15.1% | 197,215 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $43,609 | 11.2% | 182,000 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INC A | $35,807 | 9.21% | 68,000 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC CL A | $29,960 | 7.71% | 44 | Common | SOLE |
| 902973304 | USB | US BANCORP | $26,700 | 6.87% | 558,000 | Common | SOLE |
| 957638109 | WAL | WESTERN ALLIANCE BANCORP | $23,809 | 6.13% | 285,000 | Common | SOLE |
| G0403H108 | AON | AON PLC CLASS A | $17,599 | 4.53% | 49,000 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $14,316 | 3.68% | 25,000 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAPITAL GROUP LTD | $13,853 | 3.56% | 150,000 | Common | SOLE |
| 48251W104 | KKR | KKR | $13,460 | 3.46% | 91,000 | Common | SOLE |
| 37940X102 | GPN | GLOBAL PAYMENTS INC | $7,620 | 1.96% | 68,000 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC CL A | $5,277 | 1.36% | 15,000 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HOLDING-SP ADR | $4,239 | 1.09% | 50,000 | Common | SOLE |
| 665859104 | NTRS | NORTHERN TRUST CORP | $3,075 | 0.79% | 30,000 | Common | SOLE |
| 12739A100 | — | CADENCE BANCORP | $0 | — | 0 | Common | SOLE |
| 808513105 | SCHW | SCHWAB (CHARLES) CORP | $0 | — | 0 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO | $0 | — | 0 | Common | SOLE |
| 06417N103 | OZK | BANK OZK | $0 | — | 0 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $0 | — | 0 | Common | SOLE |
| 483379103 | — | KALEYRA INC | $0 | — | 0 | Common | SOLE |
| N0731H103 | ATAI | ATAI LIFESCIENCES NV | $0 | — | 0 | Common | SOLE |
| 03217L106 | — | AMRYT PHARMA LTD - SPNR ADR | $0 | — | 0 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.