Juniper Investment Company

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

  • Top 5 stock holdings are LINC, BVS, ALNT, OFIX, AORT, and represent 88.83% of Juniper Investment Company's stock portfolio.
  • Added to shares of these 3 stocks: LYTS (+$8.0M), OFIX (+$5.4M), BA.
  • Started 1 new stock position in BA.
  • Reduced shares in these 2 stocks: LINC (-$17M), ALNT.
  • Juniper Investment Company was a net seller of stock by $-8.0M.
  • Juniper Investment Company has $313M in assets under management (AUM), dropping by 7.75%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lincoln Educational Services Corporation (LINC) 25.2 $79M -17% 1.9M 40.68
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Bioventus Com Cl A (BVS) 20.2 $63M 6.9M 9.13
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Allied Motion Technologies (ALNT) 15.0 $47M -8% 796k 59.09
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Orthofix Medical (OFIX) 14.6 $46M +13% 4.0M 11.47
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CryoLife (AORT) 13.9 $44M 1.2M 36.62
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Twin Disc, Incorporated (TWIN) 4.9 $15M 1.0M 15.07
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LSI Industries (LYTS) 4.6 $14M +125% 771k 18.60
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Astro-Med (ALOT) 1.6 $4.9M 535k 9.19
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Boeing Company Call Option (BA) 0.1 $299k NEW 1.5k 199.03
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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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