13F HOLDINGS REPORT
Global Frontier Investments LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001821219-25-000001
Total Value
$410.4M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE | VYLD | 379,000 | $90,850 | 23.37% |
| 2 | AMERICAN EXPRESS CO | AXP | 197,215 | $58,531 | 15.06% |
| 3 | PROGRESSIVE CORP | 743315103 | 182,000 | $43,609 | 11.22% |
| 4 | MASTERCARD INC A | MA | 68,000 | $35,807 | 9.21% |
| 5 | BERKSHIRE HATHAWAY INC CL A | BRK-A | 44 | $29,960 | 7.71% |
| 6 | US BANCORP | USB-PS | 558,000 | $26,700 | 6.87% |
| 7 | WESTERN ALLIANCE BANCORP | WAL-PA | 285,000 | $23,809 | 6.13% |
| 8 | AON PLC CLASS A | AON | 49,000 | $17,599 | 4.53% |
| 9 | GOLDMAN SACHS GROUP INC | GSCE | 25,000 | $14,316 | 3.68% |
| 10 | ARCH CAPITAL GROUP LTD | G0450A105 | 150,000 | $13,853 | 3.56% |
| 11 | KKR | KKRT | 91,000 | $13,460 | 3.46% |
| 12 | GLOBAL PAYMENTS INC | 37940X102 | 68,000 | $7,620 | 1.96% |
| 13 | ACCENTURE PLC CL A | ACN | 15,000 | $5,277 | 1.36% |
| 14 | ALIBABA GROUP HOLDING-SP ADR | BBAAY | 50,000 | $4,239 | 1.09% |
| 15 | NORTHERN TRUST CORP | NTRSO | 30,000 | $3,075 | 0.79% |
| 16 | SCHWAB (CHARLES) CORP | SCHW-PJ | 0 | $0 | 0.00% |
| 17 | AMRYT PHARMA LTD - SPNR ADR | 03217L106 | 0 | $0 | 0.00% |
| 18 | CADENCE BANCORP | 12739A100 | 0 | $0 | 0.00% |
| 19 | ATAI LIFESCIENCES NV | N0731H103 | 0 | $0 | 0.00% |
| 20 | CITIGROUP INC | C-PR | 0 | $0 | 0.00% |
| 21 | KALEYRA INC | 483379103 | 0 | $0 | 0.00% |
| 22 | WELLS FARGO | 949746101 | 0 | $0 | 0.00% |
| 23 | BANK OZK | OZKAP | 0 | $0 | 0.00% |