Global Frontier Investments LLC

Est. AUM

$437.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	JPMORGAN CHASE	COMMON EQUITY	$92.4M	314000	21.10%	SOLE
2	AMERICAN EXPRESS CO	COMMON EQUITY	$70.5M	233215	16.12%	SOLE
3	ACCENTURE PLC CL A	COMMON EQUITY	$42.6M	215000	9.74%	SOLE
4	PROGRESSIVE CORP	COMMON EQUITY	$36.1M	182000	8.24%	SOLE
5	MASTERCARD INC A	COMMON EQUITY	$34.0M	68000	7.76%	SOLE
6	BERKSHIRE HATHAWAY INC CL A	COMMON EQUITY	$31.6M	44	7.22%	SOLE
7	US BANCORP	COMMON EQUITY	$29.0M	558000	6.63%	SOLE
8	KKR	COMMON EQUITY	$25.1M	271000	5.73%	SOLE
9	WESTERN ALLIANCE BANCORP	COMMON EQUITY	$20.2M	285000	4.61%	SOLE
10	AON PLC CLASS A	COMMON EQUITY	$15.8M	49000	3.61%	SOLE
11	ARCH CAPITAL GROUP LTD	COMMON EQUITY	$14.4M	150000	3.29%	SOLE
12	GOLDMAN SACHS GROUP INC	COMMON EQUITY	$11.0M	13000	2.51%	SOLE
13	ALIBABA GROUP HOLDING-SP ADR	COMMON EQUITY	$6.3M	50000	1.43%	SOLE
14	GLOBAL PAYMENTS INC	COMMON EQUITY	$4.6M	68000	1.05%	SOLE
15	NORTHERN TRUST CORP	COMMON EQUITY	$4.2M	30000	0.96%	SOLE
16	WELLS FARGO	COMMON EQUITY	$0	—	0.00%	SOLE
17	ATAI LIFESCIENCES NV	COMMON EQUITY	$0	—	0.00%	SOLE
18	CADENCE BANCORP	COMMON EQUITY	$0	—	0.00%	SOLE
19	KALEYRA INC	COMMON EQUITY	$0	—	0.00%	SOLE
20	CITIGROUP INC	COMMON EQUITY	$0	—	0.00%	SOLE
21	SCHWAB (CHARLES) CORP	COMMON EQUITY	$0	—	0.00%	SOLE
22	BANK OZK	COMMON EQUITY	$0	—	0.00%	SOLE
23	AMRYT PHARMA LTD - SPNR ADR	COMMON EQUITY	$0	—	0.00%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.