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.

Filer Information
Address
555 MADISON AVENUE
24TH FLOOR
NEW YORK, NY 10022-3315
Phone
(212) 339-8500
Filing Manager
Juniper Investment Company, LLC
NEW YORK, NY
Signatory
John A. Bartholdson
Partner
Loading holdings…
AUM

$377.6M

Long-equity book

Holdings

11

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+2 / −0 / ↑5 / ↓1

vs 2026-03-31

Firm Profile & Key People
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%
Show all 5

Top Trims

  • ORTHOFIX MED INC-$5.0M -11.0%
Show all 1

New Positions

  • MISTRAS GROUP INC$1.1M
  • BOSTON SCIENTIFIC CORP$175.0K
Show all 2

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

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
Filing History
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