Q1 2026 · 13F-HR/A
Global Frontier Investments LLCholdings as filed
Filed 2026-05-15 · accession 0001821219-26-000004
$732,008
Reported value
30
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45676K103 | INFQ | INFLEQTION INC | $251,353 | 34.3% | 25,622,170 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE | $92,366 | 12.6% | 314,000 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $70,543 | 9.64% | 233,215 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC CL A | $42,632 | 5.82% | 215,000 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $36,080 | 4.93% | 182,000 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INC A | $33,977 | 4.64% | 68,000 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC CL A | $31,598 | 4.32% | 44 | Common | SOLE |
| 902973304 | USB | US BANCORP | $29,021 | 3.96% | 558,000 | Common | SOLE |
| 570535104 | MKL | MARKEL GROUP INC | $27,371 | 3.74% | 14,300 | Common | SOLE |
| 48251W104 | KKR | KKR | $25,068 | 3.42% | 271,000 | Common | SOLE |
| 957638109 | WAL | WESTERN ALLIANCE BANCORP | $20,192 | 2.76% | 285,000 | Common | SOLE |
| G0403H108 | AON | AON PLC CLASS A | $15,816 | 2.16% | 49,000 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAPITAL GROUP LTD | $14,398 | 1.97% | 150,000 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $10,997 | 1.50% | 13,000 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC CL B | $7,188 | 0.98% | 15,000 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HOLDING-SP ADR | $6,273 | 0.86% | 50,000 | Common | SOLE |
| 37940X102 | GPN | GLOBAL PAYMENTS INC | $4,576 | 0.63% | 68,000 | Common | SOLE |
| 665859104 | NTRS | NORTHERN TRUST CORP | $4,187 | 0.57% | 30,000 | Common | SOLE |
| 05465C100 | AX | AXOS FINANCIAL INC | $3,148 | 0.43% | 37,000 | Common | SOLE |
| 92826C839 | V | VISA INC CLASS A SHARES | $2,933 | 0.40% | 9,706 | Common | SOLE |
| 947890109 | WBS | WEBSTER FINANCIAL CORP | $2,291 | 0.31% | 33,000 | Common | SOLE |
| 06417N103 | OZK | BANK OZK | $0 | — | 0 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO | $0 | — | 0 | Common | SOLE |
| 483379103 | — | KALEYRA INC | $0 | — | 0 | Common | SOLE |
| 808513105 | SCHW | SCHWAB (CHARLES) CORP | $0 | — | 0 | Common | SOLE |
| 12739A100 | — | CADENCE BANCORP | $0 | — | 0 | Common | SOLE |
| N0731H103 | ATAI | ATAI LIFESCIENCES NV | $0 | — | 0 | Common | SOLE |
| 82669G104 | SBNY | SIGNATURE BANK/NEW YORK NY | $0 | — | 0 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $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.