Global Frontier Investments LLC

Fundamental concentrated ★Highest signal financials specialist (63%) CIK 1821219
League rank
#595
in Fundamental concentrated · #3217 overall
Long book
$1.17B
Q1 2026
Positions
30
Top-10 weight
87%
concentration
Last quarter
+12.2%
SPY +14.8%
Turnover
29%
of book per quarter

Strategy in plain words

auto-generated from filings

Global Frontier Investments LLC is a concentrated fundamental stock-picker, specialised in financials (63% of the long book), running a $1.17B US long book across 30 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: INFLEQTION INC, JPMORGAN CHASE & CO, AMERICAN EXPRESS CO, ACCENTURE PLC-CL A, PROGRESSIVE CORP.

Over the last 7 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 3 of 7 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-1.4%
Q2 2024
+15.2%
Q4 2024
+2.1%
Q2 2025
+4.9%
Q3 2025
+2.9%
Q4 2025
-12.9%
Q1 2026
+12.2%

Sector allocation

Financials
64%
Technology
22%
Services media
14%
Other
0%
Healthcare
0%

Long book by quarter

$341.3M
Q1 2024
$335.1M
Q2 2024
$388.7M
Q4 2024
$419.4M
Q2 2025
$519.1M
Q3 2025
$506.7M
Q4 2025
$1.17B
Q1 2026

What does Global Frontier own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
INFQ INFLEQTION INCTechnology25.6M$251.4M21.5%New
JPM JPMORGAN CHASE & COFinancials628.0K$184.7M15.8%+100.0%
AXP AMERICAN EXPRESS COFinancials466.4K$141.1M12.1%+100.0%
ACN ACCENTURE PLC-CL AServices media430.0K$85.3M7.3%+100.0%
PGR PROGRESSIVE CORPFinancials364.0K$72.2M6.2%+100.0%
MA MASTERCARD INC - AServices media136.0K$68.0M5.8%+100.0%
BRK/A BERKSHIRE HATHAWAY INC-CL AFinancials88$63.2M5.4%+100.0%
USB US BANCORPFinancials1.1M$58.0M5.0%+100.0%
KKR KKR & CO INCFinancials542.0K$50.1M4.3%+100.0%
WAL WESTERN ALLIANCE BANCORPFinancials570.0K$40.4M3.5%+100.0%
AON AON PLC-CLASS AFinancials98.0K$31.6M2.7%+100.0%
ACGL ARCH CAPITAL GROUP LTDFinancials300.0K$28.8M2.5%+100.0%
MKL MARKEL GROUP INCFinancials14.3K$27.4M2.3%New
GS GOLDMAN SACHS GROUP INCFinancials26.0K$22.0M1.9%+100.0%
GPN GLOBAL PAYMENTS INCServices media136.0K$9.2M0.8%+100.0%
NTRS NORTHERN TRUST CORPFinancials60.0K$8.4M0.7%+100.0%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials15.0K$7.2M0.6%New
AX AXOS FINANCIAL INCFinancials37.0K$3.1M0.3%New
V VISA INC-CLASS A SHARESServices media9.7K$2.9M0.3%New
WBS WEBSTER FINANCIAL CORPFinancials33.0K$2.3M0.2%New
OZK BANK OZK0$00.0%Held
KLR1USD KALEYRA INC0$00.0%Held
ATAI ATAIBECKLEY INCHealthcare0$00.0%Held
C CITIGROUP INCFinancials0$00.0%Held
SCHW SCHWAB (CHARLES) CORPFinancials0$00.0%Held
SBNY SIGNATURE BANK0$00.0%Held
CADEEUR CADENCE BANCORP0$00.0%Held
WFC WELLS FARGO & COFinancials0$00.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202621$732.0M $K fixed canonicalSEC ↗
Q1 202613F-HR/ANEW HOLDINGSMay 15, 202621$732.0M $K fixed canonicalSEC ↗
Q4 202513F-HRFeb 18, 202620$553.7M $K fixed canonicalSEC ↗
Q3 202513F-HRNov 18, 202518$543.3M $K fixed canonicalSEC ↗
Q2 202513F-HRAug 13, 202520$443.4M $K fixed canonicalSEC ↗
Q4 202413F-HRFeb 14, 202520$410.40B $K fixed canonicalSEC ↗
Q2 202413F-HRAug 14, 202420$347.4M $K fixed canonicalSEC ↗
Q1 202413F-HRMay 15, 202420$354.0M $K fixed canonicalSEC ↗