Juniper Investment Company

Latest statistics and disclosures from Juniper Investment Company's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AORT, LINC, BVS, OFIX, ALNT, and represent 91.42% of Juniper Investment Company's stock portfolio.
  • Added to shares of these 1 stock: OFIX (+$5.5M).
  • Reduced shares in these 3 stocks: AORT (-$32M), INTT, BA.
  • Sold out of its positions in BA, INTT.
  • Juniper Investment Company was a net seller of stock by $-28M.
  • Juniper Investment Company has $261M in assets under management (AUM), dropping by 7.49%.
  • Central Index Key (CIK): 0001794034

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Portfolio Holdings for Juniper Investment Company

Juniper Investment Company holds 9 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
CryoLife (AORT) 21.6 $57M -36% 1.3M 42.34
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Lincoln Educational Services Corporation (LINC) 21.2 $56M 2.4M 23.50
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Bioventus Com Cl A (BVS) 17.8 $46M 6.9M 6.69
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Orthofix Medical (OFIX) 15.9 $42M +15% 2.8M 14.64
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Allied Motion Technologies (ALNT) 14.9 $39M 869k 44.75
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Twin Disc, Incorporated (TWIN) 5.5 $14M 1.0M 13.94
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Astro-Med (ALOT) 2.1 $5.5M 535k 10.24
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LSI Industries (LYTS) 1.0 $2.6M 110k 23.61
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Precision Optics Corp Inc Ma Com New (POCI) 0.0 $67k 16k 4.35
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Past Filings by Juniper Investment Company

SEC 13F filings are viewable for Juniper Investment Company going back to 2019

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