Global Frontier Investments LLC

13F filer · CIK 0001821219

Reported May 10, 2022

Net buyer this quarter

13F portfolio value$581MU.S. long equity reported on 13F

Positions191 new · 0 closed

Net flow last quarter+$4.67MBuys minus sells

Top 10 positions weight84.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2022Reported May 10, 202219 positions
JPMJPMorgan Chase & Co	$46.2M	17.87%	0.01%	Not reported	Q2 2020
AXPAmerican Express Co	$34.3M	13.26%	0.02%	Not reported	Q2 2020
MAMastercard Inc	$24.3M	9.40%	0.01%	Not reported	Q4 2021
WALWestern Alliance Bancorporation	$23.6M	9.13%	0.27%	+137.5%	Q2 2020
BRK.ABerkshire Hathaway Inc	$23.3M	9.00%	Not reported	Not reported	Q2 2020
USBUS Bancorp \de\	$18.6M	7.20%	0.02%	Not reported	Q4 2021
PGRProgressive Corp	$16.2M	6.26%	0.02%	Not reported	Q2 2020
KKRKKR & Co. Inc.	$14.1M	5.45%	0.04%	Not reported	Q2 2020
GPNGlobal Payments Inc	$9.31M	3.60%	0.02%	New	Q1 2022
ACGLArch Capital Group Ltd.	$7.26M	2.81%	0.04%	Not reported	Q1 2021
BABAAlibaba Group Holding Ltd	$5.44M	2.10%	0.00%	Not reported	Q2 2021
OZKBank OZK	$5.34M	2.06%	Not reported	Not reported	Q2 2020
ACNAccenture plc	$5.06M	1.96%	0.00%	Not reported	Q2 2020
GSGoldman Sachs Group Inc	$4.95M	1.92%	0.00%	Not reported	Q2 2020
AONAon plc	$4.88M	1.89%	0.01%	Not reported	Q2 2020
SCHWSchwab Charles Corp	$4.22M	1.63%	0.00%	Not reported	Q2 2020
NTRSNorthern Trust Corp	$3.49M	1.35%	0.01%	Not reported	Q2 2020
CCitigroup Inc	$2.67M	1.03%	0.00%	Not reported	Q2 2020
KLRKaleyra, Inc.	$1.05M	0.40%	Not reported	Not reported	Q4 2021
Q4 2021Reported Feb 10, 202220 positions
JPMJPMorgan Chase & Co	$53.7M	20.27%	0.01%	Not reported	Q2 2020
AXPAmerican Express Co	$30M	11.33%	0.02%	Not reported	Q2 2020
MAMastercard Inc	$24.4M	9.23%	0.01%	New	Q4 2021
BRK.ABerkshire Hathaway Inc	$19.8M	7.49%	Not reported	Not reported	Q2 2020
USBUS Bancorp \de\	$19.7M	7.42%	0.02%	New	Q4 2021
KKRKKR & Co. Inc.	$18M	6.78%	0.04%	Not reported	Q2 2020
PGRProgressive Corp	$14.6M	5.50%	0.02%	Not reported	Q2 2020
WFCWells Fargo & Company	$13M	4.89%	0.01%	Not reported	Q2 2020
WALWestern Alliance Bancorporation	$12.9M	4.88%	0.12%	Not reported	Q2 2020
ACGLArch Capital Group Ltd.	$6.67M	2.52%	0.04%	Not reported	Q1 2021
ACNAccenture plc	$6.22M	2.35%	0.00%	Not reported	Q2 2020
BABAAlibaba Group Holding Ltd	$5.94M	2.24%	0.00%	Not reported	Q2 2021
OZKBank OZK	$5.82M	2.20%	Not reported	Not reported	Q2 2020
GSGoldman Sachs Group Inc	$5.74M	2.17%	0.00%	Not reported	Q2 2020
CADECadence Financial Corp	$5.21M	1.97%	Not reported	Not reported	Q2 2020
AONAon plc	$4.51M	1.70%	0.01%	Not reported	Q2 2020
SCHWSchwab Charles Corp	$4.21M	1.59%	0.00%	Not reported	Q2 2020
NTRSNorthern Trust Corp	$3.59M	1.35%	0.01%	Not reported	Q2 2020
CCitigroup Inc	$3.02M	1.14%	0.00%	Not reported	Q2 2020
KLRKaleyra, Inc.	$1.76M	0.66%	Not reported	New	Q4 2021
Q2 2021Reported Aug 17, 202116 positions
JPMJPMorgan Chase & Co	$38.1M	28.78%	0.01%	Not reported	Q2 2020
BRK.ABerkshire Hathaway Inc	$13.8M	10.43%	Not reported	Not reported	Q2 2020
BABAAlibaba Group Holding Ltd	$11.3M	8.56%	0.00%	New	Q2 2021
WALWestern Alliance Bancorporation	$11.1M	8.41%	0.12%	Not reported	Q2 2020
KKRKKR & Co. Inc.	$5.92M	4.47%	0.02%	Not reported	Q2 2020
ACGLArch Capital Group Ltd.	$5.84M	4.41%	0.04%	Not reported	Q1 2021
GSGoldman Sachs Group Inc	$5.69M	4.30%	0.00%	Not reported	Q2 2020
OZKBank OZK	$5.27M	3.98%	Not reported	Not reported	Q2 2020
CADECadence Financial Corp	$5.22M	3.94%	Not reported	Not reported	Q2 2020
ACNAccenture plc	$4.42M	3.34%	0.00%	Not reported	Q2 2020
PGRProgressive Corp	$4.42M	3.34%	0.01%	Not reported	Q2 2020
SCHWSchwab Charles Corp	$3.64M	2.75%	0.00%	Not reported	Q2 2020
AONAon plc	$3.58M	2.70%	0.01%	Not reported	Q2 2020
CCitigroup Inc	$3.54M	2.67%	0.00%	Not reported	Q2 2020
NTRSNorthern Trust Corp	$3.47M	2.62%	0.01%	Not reported	Q2 2020
WFCWells Fargo & Company	$3.17M	2.39%	0.00%	Not reported	Q2 2020
Q1 2021Reported May 11, 202116 positions
JPMJPMorgan Chase & Co	$37.3M	32.13%	0.01%	Not reported	Q2 2020
BRK.ABerkshire Hathaway Inc	$12.7M	10.97%	Not reported	Not reported	Q2 2020
WALWestern Alliance Bancorporation	$11.3M	9.76%	0.12%	Not reported	Q2 2020
ACGLArch Capital Group Ltd.	$5.76M	4.96%	0.04%	New	Q1 2021
OZKBank OZK	$5.11M	4.40%	Not reported	Not reported	Q2 2020
GSGoldman Sachs Group Inc	$4.91M	4.23%	0.00%	Not reported	Q2 2020
KKRKKR & Co. Inc.	$4.89M	4.21%	0.02%	Not reported	Q2 2020
PGRProgressive Corp	$4.3M	3.71%	0.01%	Not reported	Q2 2020
ACNAccenture plc	$4.14M	3.57%	0.00%	Not reported	Q2 2020
CADECadence Financial Corp	$4.11M	3.54%	Not reported	Not reported	Q2 2020
CCitigroup Inc	$3.64M	3.13%	0.00%	Not reported	Q2 2020
AXPAmerican Express Co	$3.54M	3.05%	0.00%	Not reported	Q2 2020
AONAon plc	$3.45M	2.97%	0.01%	Not reported	Q2 2020
SCHWSchwab Charles Corp	$3.26M	2.81%	0.00%	Not reported	Q2 2020
NTRSNorthern Trust Corp	$3.15M	2.72%	0.01%	Not reported	Q2 2020
WFCWells Fargo & Company	$2.74M	2.36%	0.00%	Not reported	Q2 2020

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