Institutional Manager · CIK 0001794034
Juniper Investment Company, LLC
NEW YORK, NY · File #028-19624
Latest AUM
$290.9M
Positions
8
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | ORTHOFIX MED INC | OFIX | +663,278 | +$10.1M | +$1.5M |
| REDUCE | ARTIVION INC | AORT | -144,556 | -$6.6M | +$4.4M |
| ADD | LSI INDS INC OHIO | 50216C108 | +231,693 | +$4.2M | -$580,901 |
| EXITED | PRECISION OPTICS CORP INC MA | 740294400 | -15,502 | -$67,434 | $0 |
| REDUCE | ALLIENT INC | ALNT | 0 | $0 | +$7.8M |
| REDUCE | ASTRONOVA INC | ALOT | 0 | $0 | -$850,973 |
| REDUCE | BIOVENTUS INC | BVS | 0 | $0 | +$5.2M |
| REDUCE | LINCOLN EDL SVCS CORP | 533535100 | 0 | $0 | +$1.5M |
| REDUCE | TWIN DISC INC | TWIN | 0 | $0 | +$2.8M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20258 pos · $290.9M
- 13F HOLDINGS REPORTQ/E Sep 20259 pos · $261.4M
- 13F HOLDINGS REPORTQ/E Jun 202512 pos · $243.2M
- 13F HOLDINGS REPORTQ/E Mar 202512 pos · $222.4M
- 13F HOLDINGS REPORTQ/E Dec 202412 pos · $253.8M
- 13F HOLDINGS REPORTQ/E Sep 202412 pos · $239.5M
- 13F HOLDINGS REPORTQ/E Jun 202412 pos · $208.6M
- 13F HOLDINGS REPORTQ/E Mar 202410 pos · $201.0M
- 13F HOLDINGS REPORTQ/E Dec 202310 pos · $157.5M
Top 8 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | LINCOLN EDL SVCS CORP | 533535100 | 2,363,311 | $57.1M | 19.62% |
| 2 | ARTIVION INC | AORT | 1,189,136 | $54.2M | 18.65% |
| 3 | ORTHOFIX MED INC | OFIX | 3,510,333 | $53.2M | 18.30% |
| 4 | BIOVENTUS INC | BVS | 6,939,357 | $51.6M | 17.75% |
| 5 | ALLIENT INC | ALNT | 869,149 | $46.7M | 16.06% |
| 6 | TWIN DISC INC | TWIN | 1,024,954 | $17.1M | 5.88% |
| 7 | LSI INDS INC OHIO | 50216C108 | 341,504 | $6.3M | 2.15% |
| 8 | ASTRONOVA INC | ALOT | 535,203 | $4.6M | 1.59% |