Global Frontier Investments LLC Long-Term Concentrated

Location: Charleston, SC

CIK: 0001821219 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $732K

Holdings (21)

New Positions (6)

INFQ INFLEQTION INC 34.3%

Value $251K Shares 25,622,170 Est. Cost $0.01 Unrealized —

MKL MARKEL GROUP INC 3.7%

Value $27,371 Shares 14,300 Est. Cost $2077.98 Unrealized 0.0%

BRK/B BERKSHIRE HATHAWAY INC CL B 1.0%

Value $7,188 Shares 15,000 Est. Cost $493.47 Unrealized 0.0%

AX AXOS FINANCIAL INC 0.4%

Value $3,148 Shares 37,000 Est. Cost $94.62 Unrealized 0.0%

V VISA INC CLASS A SHARES 0.4%

Value $2,933 Shares 9,706 Est. Cost $329.17 Unrealized 0.0%

WBS WEBSTER FINANCIAL CORP 0.3%

Value $2,291 Shares 33,000 Est. Cost $68.20 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
INFQ	INFLEQTION INC	25,622,170	$251K	34.3%	$0.01	—	—	45676K103
MKL	MARKEL GROUP INC	14,300	$27,371	3.7%	$2077.98	0.0%	—	570535104
BRK/B	BERKSHIRE HATHAWAY INC CL B	15,000	$7,188	1.0%	$493.47	0.0%	—	084670702
AX	AXOS FINANCIAL INC	37,000	$3,148	0.4%	$94.62	0.0%	—	05465C100
V	VISA INC CLASS A SHARES	9,706	$2,933	0.4%	$329.17	0.0%	—	92826C839
WBS	WEBSTER FINANCIAL CORP	33,000	$2,291	0.3%	$68.20	0.0%	—	947890109

Unchanged Positions (15)

JPM JPMORGAN CHASE 12.6%

Value $92,366 Shares 314,000 Est. Cost $127.07 Unrealized +145.1%

AXP AMERICAN EXPRESS CO 9.6%

Value $70,543 Shares 233,215 Est. Cost $192.01 Unrealized +85.5%

ACN ACCENTURE PLC CL A 5.8%

Value $42,632 Shares 215,000 Est. Cost $251.56 Unrealized +0.7%

PGR PROGRESSIVE CORP 4.9%

Value $36,080 Shares 182,000 Est. Cost $93.63 Unrealized +120.8%

MA MASTERCARD INC A 4.6%

Value $33,977 Shares 68,000 Est. Cost $337.80 Unrealized +59.6%

Value $25,068 Shares 271,000 Est. Cost $111.62 Unrealized +2.8%

BRK/A BERKSHIRE HATHAWAY INC CL A 4.3%

Value $31,598 Shares 44 Est. Cost $343132.72 Unrealized +115.8%

USB US BANCORP 4.0%

Value $29,021 Shares 558,000 Est. Cost $48.02 Unrealized +17.9%

WAL WESTERN ALLIANCE BANCORP 2.8%

Value $20,192 Shares 285,000 Est. Cost $64.66 Unrealized +39.1%

AON AON PLC CLASS A 2.2%

Value $15,816 Shares 49,000 Est. Cost $273.45 Unrealized +22.9%

ACGL ARCH CAPITAL GROUP LTD 2.0%

Value $14,398 Shares 150,000 Est. Cost $31.21 Unrealized +207.1%

GS GOLDMAN SACHS GROUP INC 1.5%

Value $10,997 Shares 13,000 Est. Cost $247.42 Unrealized +276.9%

BABA ALIBABA GROUP HOLDING-SP ADR 0.9%

Value $6,273 Shares 50,000 Est. Cost $226.78 Unrealized —

GPN GLOBAL PAYMENTS INC 0.6%

Value $4,576 Shares 68,000 Est. Cost $134.53 Unrealized -44.3%

NTRS NORTHERN TRUST CORP 0.6%

Value $4,187 Shares 30,000 Est. Cost $66.60 Unrealized +120.6%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
JPM	JPMORGAN CHASE	314,000	$92,366	12.6%	$127.07	+145.1%	—	46625H100
AXP	AMERICAN EXPRESS CO	233,215	$70,543	9.6%	$192.01	+85.5%	—	025816109
ACN	ACCENTURE PLC CL A	215,000	$42,632	5.8%	$251.56	+0.7%	—	G1151C101
PGR	PROGRESSIVE CORP	182,000	$36,080	4.9%	$93.63	+120.8%	—	743315103
MA	MASTERCARD INC A	68,000	$33,977	4.6%	$337.80	+59.6%	—	57636Q104
KKR	KKR	271,000	$25,068	3.4%	$111.62	+2.8%	—	48251W104
BRK/A	BERKSHIRE HATHAWAY INC CL A	44	$31,598	4.3%	$343132.72	+115.8%	—	084670108
USB	US BANCORP	558,000	$29,021	4.0%	$48.02	+17.9%	—	902973304
WAL	WESTERN ALLIANCE BANCORP	285,000	$20,192	2.8%	$64.66	+39.1%	—	957638109
AON	AON PLC CLASS A	49,000	$15,816	2.2%	$273.45	+22.9%	—	G0403H108
ACGL	ARCH CAPITAL GROUP LTD	150,000	$14,398	2.0%	$31.21	+207.1%	—	G0450A105
GS	GOLDMAN SACHS GROUP INC	13,000	$10,997	1.5%	$247.42	+276.9%	—	38141G104
BABA	ALIBABA GROUP HOLDING-SP ADR	50,000	$6,273	0.9%	$226.78	—	—	01609W102
GPN	GLOBAL PAYMENTS INC	68,000	$4,576	0.6%	$134.53	-44.3%	—	37940X102
NTRS	NORTHERN TRUST CORP	30,000	$4,187	0.6%	$66.60	+120.6%	—	665859104