Juniper Investment Company, LLC
Long book
$313.1M
Q1 2026
Positions
8
Top-10 weight
100%
concentration
Last quarter
+18.1%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsJuniper Investment Company, LLC is a concentrated fundamental stock-picker, running a $313.1M US long book across 8 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: LINCOLN EDUCATIONAL SERVICES, BIOVENTUS INC - A, ALLIENT INC, ORTHOFIX MEDICAL INC, ARTIVION INC.
Over the last 9 quarters its long book ran on average 4.4pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.2%
Q2 2024
+18.3%
Q3 2024
+5.2%
Q4 2024
-11.1%
Q1 2025
+7.8%
Q2 2025
+19.1%
Q3 2025
+8.4%
Q4 2025
+10.5%
Q1 2026
+18.1%
Sector allocation
Healthcare 49%
Services media 25%
Technology 17%
Industrials 10%
Long book by quarter
What does Juniper Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| LINC LINCOLN EDUCATIONAL SERVICES | Services media | 1.9M | $78.9M | 25.2% | -18.0% |
| BVS BIOVENTUS INC - A | Healthcare | 6.9M | $63.4M | 20.2% | Held |
| ALNT ALLIENT INC | Technology | 795.9K | $47.0M | 15.0% | -8.4% |
| OFIX ORTHOFIX MEDICAL INC | Healthcare | 4.0M | $45.6M | 14.6% | +13.3% |
| AORT ARTIVION INC | Healthcare | 1.2M | $43.5M | 13.9% | Held |
| TWIN TWIN DISC INC | Industrials | 1.0M | $15.4M | 4.9% | Held |
| LYTS LSI INDUSTRIES INC | Industrials | 770.7K | $14.3M | 4.6% | +125.7% |
| ALOT ASTRONOVA INC | Technology | 535.2K | $4.9M | 1.6% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 9 | $313.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 8 | $290.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 9 | $261.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 12 | $243.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 12 | $222.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 12 | $253.8M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 12 | $239.5M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 12 | $208.6M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 10 | $201.0M | canonical | SEC ↗ |
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