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Global Frontier Investments LLC

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13F filer, CIK 1821219, CHARLESTON, SC

Global Frontier Investments LLC reported $732,008,000 across 30 holdings for the quarter ended 2026-03-31, in a 13F-HR/A filed 2026-05-15. Its ten largest share positions make up 87.43% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001821219-26-000004

A NEW HOLDINGS amendment repeated most of the original and was read as a restatement (H3).

Period
2026-03-31
Reported value
$732M
Holdings
30
Top 10 weight
87.43%
New
7
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
INFQnew+25,622,170$251M
MKLnew+14,300$27.4M
BRK-Bnew+15,000$7.19M
AXnew+37,000$3.15M
Vnew+9,706$2.93M

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

None.

Holdings, Q1 2026

Share positions as resolved from 13F-HR/A 0001821219-26-000004, largest first. % of portfolio is the value over $732,008,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
INFQINFLEQTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,622,170 shares 25,622,170$251M34.34%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 379,000 shares; 2025Q1: not loaded; 2025Q2: 379,000 shares; 2025Q3: 429,000 shares; 2025Q4: 314,000 shares; 2026Q1: 314,000 shares 314,000$92.4M12.62%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 197,215 shares; 2025Q1: not loaded; 2025Q2: 197,215 shares; 2025Q3: 247,215 shares; 2025Q4: 233,215 shares; 2026Q1: 233,215 shares 233,215$70.5M9.64%0Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,000 shares; 2025Q1: not loaded; 2025Q2: 15,000 shares; 2025Q3: 115,000 shares; 2025Q4: 215,000 shares; 2026Q1: 215,000 shares 215,000$42.6M5.82%0Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 182,000 shares; 2025Q1: not loaded; 2025Q2: 182,000 shares; 2025Q3: 182,000 shares; 2025Q4: 182,000 shares; 2026Q1: 182,000 shares 182,000$36.1M4.93%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,000 shares; 2025Q1: not loaded; 2025Q2: 68,000 shares; 2025Q3: 68,000 shares; 2025Q4: 68,000 shares; 2026Q1: 68,000 shares 68,000$34M4.64%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44 shares; 2025Q1: not loaded; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44$31.6M4.32%0Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 558,000 shares; 2025Q1: not loaded; 2025Q2: 558,000 shares; 2025Q3: 558,000 shares; 2025Q4: 558,000 shares; 2026Q1: 558,000 shares 558,000$29M3.96%0Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,300 shares 14,300$27.4M3.74%newTimeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 91,000 shares; 2025Q1: not loaded; 2025Q2: 91,000 shares; 2025Q3: 271,000 shares; 2025Q4: 271,000 shares; 2026Q1: 271,000 shares 271,000$25.1M3.42%0Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 285,000 shares; 2025Q1: not loaded; 2025Q2: 285,000 shares; 2025Q3: 285,000 shares; 2025Q4: 285,000 shares; 2026Q1: 285,000 shares 285,000$20.2M2.76%0Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,000 shares; 2025Q1: not loaded; 2025Q2: 49,000 shares; 2025Q3: 49,000 shares; 2025Q4: 49,000 shares; 2026Q1: 49,000 shares 49,000$15.8M2.16%0Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150,000 shares; 2025Q1: not loaded; 2025Q2: 150,000 shares; 2025Q3: 150,000 shares; 2025Q4: 150,000 shares; 2026Q1: 150,000 shares 150,000$14.4M1.97%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,000 shares; 2025Q1: not loaded; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000$11M1.5%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000$7.19M0.98%newTimeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,000 shares; 2025Q1: not loaded; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000$6.27M0.86%0Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,000 shares; 2025Q1: not loaded; 2025Q2: 68,000 shares; 2025Q3: 68,000 shares; 2025Q4: 68,000 shares; 2026Q1: 68,000 shares 68,000$4.58M0.63%0Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,000 shares; 2025Q1: not loaded; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000$4.19M0.57%0Timeline
AXAXOS FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,000 shares 37,000$3.15M0.43%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,706 shares 9,706$2.93M0.4%newTimeline
WBSWEBSTER FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,000 shares 33,000$2.29M0.31%newTimeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 0 shares; 2025Q1: not loaded; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 0 shares; 2025Q1: not loaded; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 0 shares; 2025Q1: not loaded; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 0 shares; 2025Q1: not loaded; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares 0$00%0Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios.Timeline
SBNYSIGNATURE BANKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 0 shares 0$00%newValue 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 0 shares; 2025Q1: not loaded; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 0 shares; 2025Q1: not loaded; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 0 shares; 2025Q1: not loaded; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 0 shares; 2025Q1: not loaded; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares 0$00%0Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios.

How Q1 2026 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 0001821219-26-000003 superseded2026-05-15acceptance time not in the bulk data set
13F-HR/A 0001821219-26-000004 basenew holdings2026-05-15acceptance time not in the bulk data set