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Global Frontier Investments LLC

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13F filer, CIK 1821219, CHARLESTON, SC

Global Frontier Investments LLC reported holdings worth $506,704,000 (the sum of its rows) across 23 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-18. The total stated on the cover page is $553,652,000. Its ten largest share positions make up 91.61% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001821219-26-000001

The cover page states a total of $553,652,000, 9% more than the sum of the rows, $506,704,000. This page uses the sum of the rows.

Period
2025-12-31
Value, sum of rows
$507M
Stated on the cover page
$554M
Holdings
23
Top 10 weight
91.61%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ACNadded+100,000$26.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
JPMreduced-115,000-$37.1M
GSreduced-12,000-$10.5M
AXPreduced-14,000-$5.18M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001821219-26-000001, largest first. % of portfolio is the value over $506,704,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 379,000 shares; 2025Q1: not loaded; 2025Q2: 379,000 shares; 2025Q3: 429,000 shares; 2025Q4: 314,000 shares 314,000$101M19.97%-115,000Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 197,215 shares; 2025Q1: not loaded; 2025Q2: 197,215 shares; 2025Q3: 247,215 shares; 2025Q4: 233,215 shares 233,215$86.3M17.03%-14,000Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,000 shares; 2025Q1: not loaded; 2025Q2: 15,000 shares; 2025Q3: 115,000 shares; 2025Q4: 215,000 shares 215,000$57.7M11.38%+100,000Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 182,000 shares; 2025Q1: not loaded; 2025Q2: 182,000 shares; 2025Q3: 182,000 shares; 2025Q4: 182,000 shares 182,000$41.4M8.18%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,000 shares; 2025Q1: not loaded; 2025Q2: 68,000 shares; 2025Q3: 68,000 shares; 2025Q4: 68,000 shares 68,000$38.8M7.66%0Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 91,000 shares; 2025Q1: not loaded; 2025Q2: 91,000 shares; 2025Q3: 271,000 shares; 2025Q4: 271,000 shares 271,000$34.5M6.82%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44 shares; 2025Q1: not loaded; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares 44$33.2M6.56%0Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 558,000 shares; 2025Q1: not loaded; 2025Q2: 558,000 shares; 2025Q3: 558,000 shares; 2025Q4: 558,000 shares 558,000$29.8M5.88%0Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 285,000 shares; 2025Q1: not loaded; 2025Q2: 285,000 shares; 2025Q3: 285,000 shares; 2025Q4: 285,000 shares 285,000$24M4.73%0Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,000 shares; 2025Q1: not loaded; 2025Q2: 49,000 shares; 2025Q3: 49,000 shares; 2025Q4: 49,000 shares 49,000$17.3M3.41%0Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150,000 shares; 2025Q1: not loaded; 2025Q2: 150,000 shares; 2025Q3: 150,000 shares; 2025Q4: 150,000 shares 150,000$14.4M2.84%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,000 shares; 2025Q1: not loaded; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 13,000 shares 13,000$11.4M2.26%-12,000Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,000 shares; 2025Q1: not loaded; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000$7.33M1.45%0Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,000 shares; 2025Q1: not loaded; 2025Q2: 68,000 shares; 2025Q3: 68,000 shares; 2025Q4: 68,000 shares 68,000$5.26M1.04%0Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,000 shares; 2025Q1: not loaded; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000$4.1M0.81%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 0 shares; 2025Q1: not loaded; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares 0$00%0Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios.Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 0 shares; 2025Q1: not loaded; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares 0$00%0Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios.Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 0 shares; 2025Q1: not loaded; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares 0$00%0Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios.Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 0 shares; 2025Q1: not loaded; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares 0$00%0Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios.Timeline
ATAIBECKLEY INCATAIBECKLEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 0 shares; 2025Q1: not loaded; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares 0$00%0Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios.
CADENCE BANCORPCADENCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 0 shares; 2025Q1: not loaded; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares 0$00%0Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios.
AMRYT PHARMA LTD - SPNR ADRAMRYT PHARMA LTD - SPNR ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 0 shares; 2025Q1: not loaded; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares 0$00%0Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios.
KALEYRA INCKALEYRA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 0 shares; 2025Q1: not loaded; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares 0$00%0Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios.

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001821219-26-000001 base2026-02-18acceptance time not in the bulk data set