SEC 13F Intelligence

Managers / Q1 2021 · view latest →

Global Frontier Investments LLC

CIK 0001821219 · 92 BROAD STREET, CHARLESTON, SC, 29401 · 4154020285

Reported Value
$116M
Q1 2021
Positions
18
Filings on Record
23
2019–present window
Filed
May 11, 2021
original filing

Summary

Global Frontier Investments LLC reported $116M in U.S.-listed holdings across 18 positions for Q1 2021.

The portfolio is heavily concentrated: JPM alone accounts for 32.1% of reported value.

Compared with Q4 2020, the fund opened 0 new positions and exited 1.

Portfolio Metrics

Turnover
+4.5%
vs prior filed quarter
Top-10 Concentration
+81.5%
share of reported value
Largest Position
+32.1%
Jpmorgan Chase

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’20: $66MQ2 ’20Q3 ’20: $68MQ4 ’20: $103MQ1 ’21: $116MQ1 ’21Q2 ’21: $132MQ3 ’21: $137MQ4 ’21: $265MQ4 ’21Q1 ’22: $259MQ2 ’22: $215MQ3 ’22: $197MQ3 ’22Q4 ’22: $227MQ1 ’23: $223MQ2 ’23: $228MQ2 ’23Q4 ’23: $231MQ1 ’24: $341MQ2 ’24: $335MQ2 ’24Q4 ’24: $389MQ2 ’25: $419MQ3 ’25: $519MQ3 ’25Q4 ’25: $507MQ1 ’26: $1.2Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 98.5%Other: 1.5%
  • Common Stock · 98.5% · $114M
  • Other · 1.5% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
OXFORD IMMUNOTEC GLOBAL PLCSOLD OUT272.3K0$5M$0
JPMJPMORGAN CHASEHELD+0245.0K+$6M$37M
WALWESTERN ALLIANCE BANCORPHELD+0120.0K+$4M$11M
BRK/ABERKSHIRE HATHAWAY INC CL AHELD+033+$1M$13M
OZKBANK OZKHELD+0125.0K+$1M$5M
GSGOLDMAN SACHS GROUP INCHELD+015.0K+$949,000$5M
KKRKKRHELD+0100.0K+$836,000$5M
WFCWELLS FARGOHELD+070.0K+$622,000$3M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2021

18 positions
#IssuerClass% PortfolioValueShares
1JPMJPMORGAN CHASEhistory →COMMON EQUITY32.13%$37M245.0K
2BRK/ABERKSHIRE HATHAWAY INC CL Ahistory →COMMON EQUITY10.97%$13M33
3WALWESTERN ALLIANCE BANCORPhistory →COMMON EQUITY9.76%$11M120.0K
4ACGLARCH CAPITAL GROUP LTDhistory →COMMON EQUITY4.96%$6M150.0K
5OZKBANK OZKhistory →COMMON EQUITY4.40%$5M125.0K
6GSGOLDMAN SACHS GROUP INChistory →COMMON EQUITY4.23%$5M15.0K
7KKRKKRhistory →COMMON EQUITY4.21%$5M100.0K
8PGRPROGRESSIVE CORPhistory →COMMON EQUITY3.71%$4M45.0K
9ACNACCENTURE PLC CL Ahistory →COMMON EQUITY3.57%$4M15.0K
10CADENCE BANCORPCOMMON EQUITY3.54%$4M250.0K
11CCITIGROUP INChistory →COMMON EQUITY3.13%$4M50.0K
12AXPAMERICAN EXPRESS COhistory →COMMON EQUITY3.05%$4M25.0K
13AONAON PLC CLASS Ahistory →COMMON EQUITY2.97%$3M15.0K
14SCHWSCHWAB (CHARLES) CORPhistory →COMMON EQUITY2.81%$3M50.0K
15NTRSNORTHERN TRUST CORPhistory →COMMON EQUITY2.72%$3M30.0K
16WFCWELLS FARGOhistory →COMMON EQUITY2.36%$3M70.0K
17AMRYT PHARMA LTD - SPNR ADRCOMMON EQUITY1.50%$2M125.0K
18OXFORD IMMUNOTEC GLOBAL PLCCOMMON EQUITY0.00%$00

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026REVEALED$1.2B53May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$507M23Feb 18, 202613F-HRchanges · EDGAR ↗
Q3 2025$519M23Nov 18, 202513F-HRchanges · EDGAR ↗
Q2 2025$419M23Aug 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$389M23Feb 14, 202513F-HRchanges · EDGAR ↗
Q2 2024$335M23Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$341M23May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$231M23Dec 6, 202313F-HRchanges · EDGAR ↗
Q2 2023$228M23Aug 16, 202313F-HRchanges · EDGAR ↗
Q1 2023$223M23May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$227M23Feb 8, 202313F-HRchanges · EDGAR ↗
Q3 2022$197M23Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$215M23Aug 9, 202213F-HRchanges · EDGAR ↗
Q1 2022$259M23May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$265M22Feb 10, 202213F-HRchanges · EDGAR ↗
Q3 2021$137M19Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$132M18Aug 17, 202113F-HRchanges · EDGAR ↗
Q1 2021$116M18May 11, 202113F-HRchanges · EDGAR ↗
Q4 2020$103M18Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$68M17Nov 10, 202013F-HRchanges · EDGAR ↗
Q2 2020$66M16Aug 17, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.