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GLOBAL FRONTIER INVESTMENTS LLC

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CHARLESTON SC Investment Advisor Hedge Fund
13F Summary
Global Frontier Investments is based out of Charleston. Global Frontier Investments is a hedge fund with 4 clients and discretionary assets under management (AUM) of $432,317,139 (Form ADV from 2023-06-05). Their last reported 13F filing for Q4 2023 included $291,034,000 in managed 13F securities and a top 10 holdings concentration of 90.21%. Global Frontier Investments's largest holding is JPMorgan Chase & Co. (Chemical Bank) with shares held of 379,000. Whalewisdom has at least 15 13F filings

2023-12-31

Top Buys (13F)

Name % Change
AON Aon PLC 2.79%
PGR Progressive Corp. 1.39%
JPM JPMorgan Chase & Co. 0.84%

2023-12-31

Top Sells (13F)

Name % Change

2023-12-31

13F Holdings Summary

Name $ Change
JPM JPMorgan Chase & Co. 22.15%
AXP American Express Co 12.69%
MA Mastercard Inc 9.97%
PGR Progressive Corp. 9.96%
BRK.A Berkshire Hathaway I 8.2%

2023-12-31

13F Activity

Market Value $291m, Prior: $231m
New Purchases 0 stocks
Added To 3 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % 90.21%
Turnover %[1] 0%
Turnover Alt %[2] 0%
Time Held Top 20 11.4375 quarters
Time Held Top 10 10 quarters
Time Held All 11.44 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance