Juniper Capital Advisors, L.P. — 13F Holdings & Portfolio
CIK 2011609 · latest 13F-HR filed 2026-08-14
Juniper Capital Advisors, L.P. manages $217.9M in 13F-reported U.S. long-equity assets across 2 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BTE (57.62%), PED (42.38%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 0 existing positions rose in reported value and 2 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 16, 2026.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| CUMMING, KEVIN, VIALL Control | MANAGING DIRECTOR since Jul 2014 | Less than 5% | Individual |
| GALLUN, SCOTT, MICHAEL Control | CHIEF FINANCIAL OFFICER since Jun 2016 | Less than 5% | Individual |
| GEISER, EDWARD, JOSEPH Control | EXECUTIVE MANAGING DIRECTOR since Jul 2014 | Less than 5% | Individual |
| GORDON, RICHARD, KENDALL Control | MANAGING DIRECTOR AND LIMITED PARTNER since Jul 2014 | 50–75% | Individual |
| GRAY, Timothy, Walker Control | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER since Apr 2017 | Less than 5% | Individual |
| JUNIPER CAPITAL ADVISORS GP, LLC Control | GENERAL PARTNER since Jul 2014 | 50–75% | Domestic Entity |
| GEISER, EDWARD, JOSEPH Control Indirect owner via JUNIPER CAPITAL ADVISORS GP, LLC | FOUNDER, MEMBER AND EXECUTIVE MANAGING DIRECTOR since Jul 2014 | 75% or more | Individual |
Ownership & leadership changes · 5 filings with changes since Sep 8, 2015
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- ChangedGEISER, EDWARD, JOSEPH · indirect via JUNIPER CAPITAL ADVISORS GP, LLC: title FOUNDER, MEMBER AND MANAGING DIRECTOR → FOUNDER, MEMBER AND EXECUTIVE MANAGING DIRECTOR
- AddedGRAY, Timothy, Walker · GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedGALLUN, SCOTT, MICHAEL · title CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER → CHIEF FINANCIAL OFFICER
- ChangedGEISER, EDWARD, JOSEPH · title MANAGING DIRECTOR → EXECUTIVE MANAGING DIRECTOR
- ChangedCUMMING, KEVIN, VIALL · title PARTNER → MANAGING DIRECTOR
- ChangedGALLUN, SCOTT, MICHAEL · title CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER → CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER
- ChangedGEISER, EDWARD, JOSEPH · title CHIEF EXECUTIVE OFFICER → MANAGING DIRECTOR
- ChangedGEISER, EDWARD, JOSEPH · indirect via JUNIPER CAPITAL ADVISORS GP, LLC: title FOUNDER → FOUNDER, MEMBER AND MANAGING DIRECTOR
- ChangedGORDON, RICHARD, KENDALL · title PARTNER → MANAGING DIRECTOR AND LIMITED PARTNER; ownership 75% or more → 50–75%
- ChangedJUNIPER CAPITAL ADVISORS GP, LLC · ownership Less than 5% → 50–75%
- No longer listedDAVIS, EDWARD, G. · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Jul 2014
- No longer listedNELSON, JOHN, NORMAN · CHIEF COMPLIANCE OFFICER, VICE PRESIDENT · Less than 5% · control person · listed since Jul 2014
- AddedGALLUN, SCOTT, MICHAEL · CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ListedCUMMING, KEVIN, VIALL · PARTNER · Less than 5% · control person
- ListedDAVIS, EDWARD, G. · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ListedGEISER, EDWARD, JOSEPH · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
- ListedGEISER, EDWARD, JOSEPH · FOUNDER · 75% or more · indirect via JUNIPER CAPITAL ADVISORS GP, LLC · control person
- ListedGORDON, RICHARD, KENDALL · PARTNER · 75% or more · control person
- ListedJUNIPER CAPITAL ADVISORS GP, LLC · GENERAL PARTNER · Less than 5% · control person
- ListedNELSON, JOHN, NORMAN · CHIEF COMPLIANCE OFFICER, VICE PRESIDENT · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Juniper Capital Advisors, L.P. Holdings (2026-06-30)
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).
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $217.9M | 2 | 0001213900-26-089514 |
| 2026-03-31 | 2026-05-15 | $332.0M | 2 | 0001213900-26-057141 |
| 2025-12-31 | 2026-02-17 | $305.2M | 2 | 0001213900-26-016979 |
| 2024-12-31 | 2026-02-17 | $261.0M | 1 | 0001213900-26-016978 |
HOUSTON, TX 77019