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Juniper Investment Company, LLC: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1794034) · Explore on the interactive board

Juniper Investment Company, LLC disclosed 10 US equity positions worth $377.5m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is LINC at 22.9% of the reported book, followed by ALNT, BVS. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 6 equal-weight positions. Versus the prior filing it opened 2 new positions, added to 3, reduced 2 and exited 0. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$377.5mreported US equity book
10positions
22.9%largest position
100.0%top 10 weight
6.23effective positions (1/HHI)
2quarters on file since Q1 2026

What does Juniper Investment Company, LLC own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 2 new, 3 added, 2 reduced, 0 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 LINC LINCOLN EDL SVCS CORP Consumer Defensive 22.9%$86.5m1,732,966 -11% reduced
2 ALNT ALLIENT INC Technology 20.8%$78.5m762,305 -4% reduced
3 BVS BIOVENTUS INC Healthcare 17.4%$65.5m6,939,357 0% held
4 AORT ARTIVION INC Healthcare 12.0%$45.4m2,019,885 70% added
5 OFIX ORTHOFIX MED INC Healthcare 10.8%$40.6m4,442,543 12% added
6 TWIN TWIN DISC INC Industrials 6.3%$23.8m1,024,954 0% held
7 LYTS LSI INDS INC OHIO Technology 5.5%$20.8m781,399 1% added
8 ALOT ASTRONOVA INC 4.0%$15.2m535,203 0% held
9 MG MISTRAS GROUP INC Industrials 0.3%$1.1m61,138 new
10 BSX BOSTON SCIENTIFIC CORP Healthcare 0.0%$175.0k4,100 new

Sector mix

SectorWeight
Healthcare40.2%
Technology26.3%
Consumer Defensive22.9%
Industrials6.6%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 202610$377.5m
Q1 20268$313.1m

How concentrated is Juniper Investment Company, LLC's portfolio?

Across every quarter Juniper Investment Company, LLC has filed, its median largest position is 24.0% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).