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.
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.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | LINC LINCOLN EDL SVCS CORP | Consumer Defensive | 22.9% | $86.5m | 1,732,966 | -11% | reduced |
| 2 | ALNT ALLIENT INC | Technology | 20.8% | $78.5m | 762,305 | -4% | reduced |
| 3 | BVS BIOVENTUS INC | Healthcare | 17.4% | $65.5m | 6,939,357 | 0% | held |
| 4 | AORT ARTIVION INC | Healthcare | 12.0% | $45.4m | 2,019,885 | 70% | added |
| 5 | OFIX ORTHOFIX MED INC | Healthcare | 10.8% | $40.6m | 4,442,543 | 12% | added |
| 6 | TWIN TWIN DISC INC | Industrials | 6.3% | $23.8m | 1,024,954 | 0% | held |
| 7 | LYTS LSI INDS INC OHIO | Technology | 5.5% | $20.8m | 781,399 | 1% | added |
| 8 | ALOT ASTRONOVA INC | 4.0% | $15.2m | 535,203 | 0% | held | |
| 9 | MG MISTRAS GROUP INC | Industrials | 0.3% | $1.1m | 61,138 | – | new |
| 10 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 0.0% | $175.0k | 4,100 | – | new |
Sector mix
| Sector | Weight |
|---|---|
| Healthcare | 40.2% |
| Technology | 26.3% |
| Consumer Defensive | 22.9% |
| Industrials | 6.6% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
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%).