Juniper Investment Company, LLC — 13F Holdings & Portfolio
CIK 1794034 · latest 13F-HR filed 2026-05-15
Juniper Investment Company, LLC manages $313.4M in 13F-reported U.S. long-equity assets across 9 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are LINC (25.16%), BVS (20.22%), ALNT (15.01%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 4, and trimmed 3.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$313.4M
Long-equity book
9
Distinct positions
2026-03-31
Filed 2026-05-15
+0 / −0 / ↑4 / ↓3
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- LINCOLN EDL SVCS CORP$21.8M +38.2%
- BIOVENTUS INC$11.7M +22.7%
- LSI INDS INC OHIO$8.1M +129.1%
- ASTRONOVA INC$289.0K +6.2%
Top Trims
- ARTIVION INC-$10.7M -19.7%
- ORTHOFIX MED INC-$7.6M -14.3%
- TWIN DISC INC-$1.7M -9.7%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | LINCOLN EDL SVCS CORP | LINC | 533535100 | $78.9M | 25.16% | 1,938,311 | SH |
| 2 | BIOVENTUS INC | BVS | 09075A108 | $63.4M | 20.22% | 6,939,357 | SH |
| 3 | ALLIENT INC | ALNT | 019330109 | $47.0M | 15.01% | 795,922 | SH |
| 4 | ORTHOFIX MED INC | OFIX | 68752M108 | $45.6M | 14.56% | 3,976,959 | SH |
| 5 | ARTIVION INC | AORT | 228903100 | $43.5M | 13.89% | 1,189,136 | SH |
| 6 | TWIN DISC INC | TWIN | 901476101 | $15.4M | 4.93% | 1,024,954 | SH |
| 7 | LSI INDS INC OHIO | LYTS | 50216C108 | $14.3M | 4.57% | 770,749 | SH |
| 8 | ASTRONOVA INC | ALOT | 04638F108 | $4.9M | 1.57% | 535,203 | SH |
| 9 | BOEING CO Call | BA | 097023105 | $298.5K | 0.10% | 1,500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $313.4M | 9 | 0001214659-26-006457 |
| 2025-12-31 | 2026-02-17 | $290.9M | 8 | 0001214659-26-001968 |
| 2025-09-30 | 2025-11-14 | $261.4M | 9 | 0001214659-25-016625 |