Juniper Investment Company, LLC — 13F Holdings & Portfolio
CIK 1794034 · latest 13F-HR filed 2026-08-14
Juniper Investment Company, LLC manages $377.6M in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are LINC (22.90%), ALNT (20.78%), BVS (17.35%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 0, added to 5, and trimmed 1.
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.
24TH FLOOR
NEW YORK, NY 10022-3315
$377.6M
Long-equity book
11
Distinct positions
2026-06-30
Filed 2026-08-14
+2 / −0 / ↑5 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ALLIENT INC$31.4M +66.8%
- ASTRONOVA INC$10.3M +209.8%
- TWIN DISC INC$8.3M +53.9%
- LINCOLN EDL SVCS CORP$7.6M +9.7%
- LSI INDS INC OHIO$6.4M +44.9%
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 | $86.5M | 22.90% | 1,732,966 | SH |
| 2 | ALLIENT INC | ALNT | 019330109 | $78.5M | 20.78% | 762,305 | SH |
| 3 | BIOVENTUS INC | BVS | 09075A108 | $65.5M | 17.35% | 6,939,357 | SH |
| 4 | ARTIVION INC | AORT | 228903100 | $45.4M | 12.02% | 2,019,885 | SH |
| 5 | ORTHOFIX MED INC | OFIX | 68752M108 | $40.6M | 10.75% | 4,442,543 | SH |
| 6 | TWIN DISC INC | TWIN | 901476101 | $23.8M | 6.30% | 1,024,954 | SH |
| 7 | LSI INDS INC OHIO | LYTS | 50216C108 | $20.8M | 5.50% | 781,399 | SH |
| 8 | ASTRONOVA INC | ALOT | 04638F108 | $15.2M | 4.04% | 535,203 | SH |
| 9 | MISTRAS GROUP INC | MG | 60649T107 | $1.1M | 0.28% | 61,138 | SH |
| 10 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $175.0K | 0.05% | 4,100 | SH |
| 11 | BOSTON SCIENTIFIC CORP Call | BSX | 101137107 | $136.6K | 0.04% | 3,200 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $377.6M | 11 | 0001214659-26-010370 |
| 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 |