Global Frontier Investments LLC Long-Term Concentrated

CIK: 0001821219 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 18, 2025

Total Value ($000): $519 (100.0% shares, 0.0% debt)

Holdings (15)

JPM JPMORGAN CHASE 26.1%

Value ($000) $135 Shares 429,000 Est. Cost $127.07 Unrealized +132.9%

AXP AMERICAN EXPRESS CO 15.8%

Value ($000) $82 Shares 247,215 Est. Cost $192.01 Unrealized +64.9%

PGR PROGRESSIVE CORP 8.7%

Value ($000) $45 Shares 182,000 Est. Cost $93.63 Unrealized +147.5%

MA MASTERCARD INC A 7.5%

Value ($000) $39 Shares 68,000 Est. Cost $337.80 Unrealized +69.8%

KKR KKR 6.8%

Value ($000) $35 Shares 271,000 Est. Cost $111.62 Unrealized +26.9%

BRK/A BERKSHIRE HATHAWAY INC CL A 6.4%

Value ($000) $33 Shares 44 Est. Cost $343132.72 Unrealized +111.8%

ACN ACCENTURE PLC CL A 5.5%

Value ($000) $28 Shares 115,000 Est. Cost $249.39 Unrealized +4.5%

USB US BANCORP 5.2%

Value ($000) $27 Shares 558,000 Est. Cost $48.02 Unrealized -3.5%

WAL WESTERN ALLIANCE BANCORP 4.8%

Value ($000) $25 Shares 285,000 Est. Cost $64.66 Unrealized +29.5%

GS GOLDMAN SACHS GROUP INC 3.8%

Value ($000) $20 Shares 25,000 Est. Cost $247.42 Unrealized +197.0%

AON AON PLC CLASS A 3.4%

Value ($000) $17 Shares 49,000 Est. Cost $273.45 Unrealized +32.2%

ACGL ARCH CAPITAL GROUP LTD 2.6%

Value ($000) $14 Shares 150,000 Est. Cost $31.21 Unrealized +187.3%

BABA ALIBABA GROUP HOLDING-SP ADR 1.7%

Value ($000) $9 Shares 50,000 Est. Cost $226.78 Unrealized —

GPN GLOBAL PAYMENTS INC 1.1%

Value ($000) $6 Shares 68,000 Est. Cost $134.53 Unrealized -37.7%

NTRS NORTHERN TRUST CORP 0.8%

Value ($000) $4 Shares 30,000 Est. Cost $66.60 Unrealized +91.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
JPM	JPMORGAN CHASE	429,000	$135	26.1%	$127.07	+132.9%	COMMON EQUITY	46625H100
AXP	AMERICAN EXPRESS CO	247,215	$82	15.8%	$192.01	+64.9%	COMMON EQUITY	025816109
PGR	PROGRESSIVE CORP	182,000	$45	8.7%	$93.63	+147.5%	COMMON EQUITY	743315103
MA	MASTERCARD INC A	68,000	$39	7.5%	$337.80	+69.8%	COMMON EQUITY	57636Q104
KKR	KKR	271,000	$35	6.8%	$111.62	+26.9%	COMMON EQUITY	48251W104
BRK/A	BERKSHIRE HATHAWAY INC CL A	44	$33	6.4%	$343132.72	+111.8%	COMMON EQUITY	084670108
ACN	ACCENTURE PLC CL A	115,000	$28	5.5%	$249.39	+4.5%	COMMON EQUITY	G1151C101
USB	US BANCORP	558,000	$27	5.2%	$48.02	-3.5%	COMMON EQUITY	902973304
WAL	WESTERN ALLIANCE BANCORP	285,000	$25	4.8%	$64.66	+29.5%	COMMON EQUITY	957638109
GS	GOLDMAN SACHS GROUP INC	25,000	$20	3.8%	$247.42	+197.0%	COMMON EQUITY	38141G104
AON	AON PLC CLASS A	49,000	$17	3.4%	$273.45	+32.2%	COMMON EQUITY	G0403H108
ACGL	ARCH CAPITAL GROUP LTD	150,000	$14	2.6%	$31.21	+187.3%	COMMON EQUITY	G0450A105
BABA	ALIBABA GROUP HOLDING-SP ADR	50,000	$9	1.7%	$226.78	—	COMMON EQUITY	01609W102
GPN	GLOBAL PAYMENTS INC	68,000	$6	1.1%	$134.53	-37.7%	COMMON EQUITY	37940X102
NTRS	NORTHERN TRUST CORP	30,000	$4	0.8%	$66.60	+91.2%	COMMON EQUITY	665859104