Juniper Investment Company
Latest statistics and disclosures from Juniper Investment Company's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LINC, AORT, OFIX, BVS, ALNT, and represent 90.38% of Juniper Investment Company's stock portfolio.
- Added to shares of these 2 stocks: OFIX (+$10M), LYTS.
- Reduced shares in these 2 stocks: AORT (-$6.6M), POCI.
- Sold out of its position in POCI.
- Juniper Investment Company was a net buyer of stock by $7.6M.
- Juniper Investment Company has $291M in assets under management (AUM), dropping by 11.25%.
- Central Index Key (CIK): 0001794034
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Positions held by Juniper Investment Company consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Juniper Investment Company
Juniper Investment Company holds 8 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Lincoln Educational Services Corporation (LINC) | 19.6 | $57M | 2.4M | 24.15 |
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| CryoLife (AORT) | 18.6 | $54M | -10% | 1.2M | 45.61 |
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| Orthofix Medical (OFIX) | 18.3 | $53M | +23% | 3.5M | 15.16 |
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| Bioventus Com Cl A (BVS) | 17.8 | $52M | 6.9M | 7.44 |
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| Allied Motion Technologies (ALNT) | 16.1 | $47M | 869k | 53.75 |
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| Twin Disc, Incorporated (TWIN) | 5.9 | $17M | 1.0M | 16.68 |
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| LSI Industries (LYTS) | 2.2 | $6.3M | +210% | 342k | 18.32 |
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| Astro-Med (ALOT) | 1.6 | $4.6M | 535k | 8.65 |
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Past Filings by Juniper Investment Company
SEC 13F filings are viewable for Juniper Investment Company going back to 2019
- Juniper Investment Company 2025 Q4 filed Feb. 17, 2026
- Juniper Investment Company 2025 Q3 filed Nov. 14, 2025
- Juniper Investment Company 2025 Q2 filed Aug. 14, 2025
- Juniper Investment Company 2025 Q1 filed May 15, 2025
- Juniper Investment Company 2024 Q4 filed Feb. 14, 2025
- Juniper Investment Company 2024 Q3 filed Nov. 14, 2024
- Juniper Investment Company 2024 Q2 filed Aug. 14, 2024
- Juniper Investment Company 2024 Q1 filed May 15, 2024
- Juniper Investment Company 2023 Q4 filed Feb. 14, 2024
- Juniper Investment Company 2023 Q3 filed Nov. 14, 2023
- Juniper Investment Company 2023 Q2 filed Aug. 14, 2023
- Juniper Investment Company 2023 Q1 filed May 15, 2023
- Juniper Investment Company 2022 Q4 filed Feb. 14, 2023
- Juniper Investment Company 2022 Q3 filed Nov. 14, 2022
- Juniper Investment Company 2022 Q2 filed Aug. 15, 2022
- Juniper Investment Company 2022 Q1 filed May 16, 2022