Juniper Investment Company, LLC

CIK

1794034

Location

NEW YORK, NY

Portfolio Value

Small $377,603,634

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,552 / 8,795 ▼ 165 · as of Jun 2026

Top Industry

Medical Devices 40.2%

3Y Alpha vs SPY

+14.0%

Period ended 3 months ago

Filed Aug 14, 2026 · 53d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

10 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

22.9%

−2.3 pts

Top 5

83.8%

−5.0 pts

Top 10

100.0%

0.0 pts

HHI

1,604

Moderately concentrated−116

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	40.2%	$151,810,752	4
Technology	30.3%	$114,470,867	3
Consumer Defensive	22.9%	$86,475,003	1
Industrials	6.6%	$24,847,012	2

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
AORT	Artivion, Inc.	+830,749	2,019,885	$45,386,815
OFIX	Orthofix Medical Inc.	+465,584	4,442,543	$40,604,843
LYTS	Lsi Industries Inc	+10,650	781,399	$20,769,585
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
LINC	Lincoln Educational Services Corp	−205,345	1,732,966	$86,475,003
ALNT	Allient Inc	−33,617	762,305	$78,464,053
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
MG	Mistras Group, Inc.	61,138	$1,068,080
BSX	Boston Scientific Corp	7,300	$311,564
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
BA	Boeing Co	1,500	$298,545
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

10 tracked positions · $377,603,634 total · filing declares 11 positions · $377,603,638 · as of Jun 30, 2026

All sectors Consumer Defensive Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LINC	Lincoln Educational Services Corp Consumer Defensive	Reduced	1,732,966	-205,345	$86,475,003	+9.7%	22.90%
ALNT	Allient Inc Technology	Reduced	762,305	-33,617	$78,464,053	+66.8%	20.78%
BVS	Bioventus Inc. Healthcare	Held	6,939,357	0	$65,507,530	+3.4%	17.35%
AORT	Artivion, Inc. Healthcare	Added	2,019,885	+830,749	$45,386,815	+4.2%	12.02%
OFIX	Orthofix Medical Inc. Healthcare	Added	4,442,543	+465,584	$40,604,843	−11.0%	10.75%
TWIN	Twin Disc Inc Industrials	Held	1,024,954	0	$23,778,932	+53.9%	6.30%
LYTS	Lsi Industries Inc Technology	Added	781,399	+10,650	$20,769,585	+44.9%	5.50%
		Held	535,203	0	$15,237,229	+209.8%	4.04%
MG	Mistras Group, Inc. Industrials	NEW	61,138	NEW	$1,068,080	NEW	0.28%
BSX	Boston Scientific Corp CALL + SHARES Healthcare	NEW	7,300	NEW	$311,564	NEW	0.08%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.