Global Frontier Investments LLC: 13F holdings
CIK 18212192026Q2
| Positions | 30 |
|---|
| Reported value | $581.0m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 30 (+0 vs prior quarter) |
|---|
| Reported value | $581.0m (-50.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JPM JPMORGAN CHASE | 314,000 | $102.8m | 17.7% |
| AXP AMERICAN EXPRESS CO | 233,215 | $78.9m | 13.6% |
| GS GOLDMAN SACHS GROUP INC | 48,000 | $48.5m | 8.4% |
| PGR PROGRESSIVE CORP | 182,000 | $39.8m | 6.8% |
| ACCENTURE PLC CL A | 315,000 | $39.2m | 6.7% |
| MA MASTERCARD INC A | 68,000 | $34.9m | 6.0% |
| USB US BANCORP | 558,000 | $33.7m | 5.8% |
| BRK.A BERKSHIRE HATHAWAY INC CL A | 44 | $32.9m | 5.7% |
| INFLEQTION INC | 2,348,913 | $31.3m | 5.4% |
| MKL MARKEL GROUP INC | 14,300 | $27.9m | 4.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1821219")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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