Juniper Investment Company, LLC

CIK

1794034

Location

NEW YORK, NY

Portfolio Value

Small $313,398,776

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,353 / 8,586 ▲ 217

Top Industry

Medical Devices 48.7%

3Y Alpha vs SPY

+10.5%

Period ended 3 months ago

Filed May 15, 2026 · 32d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+128.4%

SPY

+78.1%

Annualised alpha

+10.5%

Max drawdown

−28.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

25.2%

+5.5 pts

Top 5

88.8%

−1.5 pts

Top 10

100.0%

0.0 pts

HHI

1,720

Moderately concentrated+37

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	48.7%	$152,518,208	3
Consumer Defensive	25.2%	$78,850,491	1
Technology	21.2%	$66,285,476	3
Industrials	5.0%	$15,744,601	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
OFIX	Orthofix Medical Inc.	+466,626	3,976,959	$45,615,719
LYTS	Lsi Industries Inc	+429,245	770,749	$14,335,931
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
LINC	Lincoln Educational Services Corp	−425,000	1,938,311	$78,850,491
ALNT	Allient Inc	−73,227	795,922	$47,031,030
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

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

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $313,398,776 total · as of Mar 31, 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	1,938,311	-425,000	$78,850,491	+38.2%	25.16%
BVS	Bioventus Inc. Healthcare	Held	6,939,357	0	$63,356,329	+22.7%	20.22%
ALNT	Allient Inc Technology	Reduced	795,922	-73,227	$47,031,030	+0.7%	15.01%
OFIX	Orthofix Medical Inc. Healthcare	Added	3,976,959	+466,626	$45,615,719	−14.3%	14.56%
AORT	Artivion, Inc. Healthcare	Held	1,189,136	0	$43,546,160	−19.7%	13.89%
TWIN	Twin Disc Inc Industrials	Held	1,024,954	0	$15,446,056	−9.7%	4.93%
LYTS	Lsi Industries Inc Technology	Added	770,749	+429,245	$14,335,931	+129.1%	4.57%
ALOT	AstroNova, Inc. Technology	Held	535,203	0	$4,918,515	+6.2%	1.57%
BA	Boeing Co Industrials	NEW	1,500	NEW	$298,545	NEW	0.10%