Juniper Investment Company, LLC
13F Reported Value
ⓘ$313.4M
incl. option notional
Equity Holdings
ⓘ$313.1M
Option Notional
ⓘ$298,545
$0 puts / $298,545 calls
Holdings
9
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Juniper Investment Company, LLC disclosed 9 positions worth $313.4M in its Form 13F-HR for Q1 2026 — $313.1M in common stock plus $298,545 of put/call option positions (reported at underlying notional value, not premium at risk), led by $LINC (LINCOLN EDUCATIONAL SERVICES CORP) at 25.2% of the equity portfolio, followed by $BVS and $ALNT. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $BA. The portfolio is most concentrated in Healthcare (48.7% of disclosed assets). All figures are sourced directly from Juniper Investment Company, LLC’s Form 13F-HR filing with the SEC under CIK 1794034.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 47.6#1,595
Quality
$78.9M1,938,311 sh - 50.0#1,483
Quality
$63.4M6,939,357 sh - 45.5#1,716
Quality
$47.0M795,922 sh - 32.9
Quality
$45.6M3,976,959 sh - 48.8
Quality
$43.5M1,189,136 sh - 60.2
Quality
$15.4M1,024,954 sh - 55.8
Quality
$14.3M770,749 sh - 35.6
Quality
$4.9M535,203 sh - 51.8
Quality
$298.5K1,500 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 LINCOLN EDUCATIONAL SERVICES CORP$LINC | 47.6#1,595 | $78.9M | 1,938,311 |
 Bioventus Inc.$BVS | 50.0#1,483 | $63.4M | 6,939,357 |
 ALLIENT INC$ALNT | 45.5#1,716 | $47.0M | 795,922 |
 Orthofix Medical Inc.$OFIX | 32.9 | $45.6M | 3,976,959 |
 ARTIVION, INC.$AORT | 48.8 | $43.5M | 1,189,136 |
 TWIN DISC INC$TWIN | 60.2 | $15.4M | 1,024,954 |
 LSI INDUSTRIES INC$LYTS | 55.8 | $14.3M | 770,749 |
 AstroNova, Inc.$ALOT | 35.6 | $4.9M | 535,203 |
 BOEING CO$BACALL | 51.8 | $298.5K | 1,500 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Juniper Investment Company, LLC's 9 positions.
Showing top 9 of 9 holdings.
Sector Allocation
Healthcare
$152.5M
Consumer Discretionary
$78.9M
Technology
$66.3M
Industrials
$15.4M
Full Holdings — Juniper Investment Company, LLC (Q1 2026)
All 9 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $LINC | LINCOLN EDUCATIONAL SERVICES CORP | $78.9M | 25.2% | -18% | 47.6 |
| 2 | $BVS | Bioventus Inc. | $63.4M | 20.2% | +0% | 50 |
| 3 | $ALNT | ALLIENT INC | $47.0M | 15.0% | -8% | 45.5 |
| 4 | $OFIX | Orthofix Medical Inc. | $45.6M | 14.6% | +13% | 32.9 |
| 5 | $AORT | ARTIVION, INC. | $43.5M | 13.9% | +0% | 48.8 |
| 6 | $TWIN | TWIN DISC INC | $15.4M | 4.9% | +0% | 60.2 |
| 7 | $LYTS | LSI INDUSTRIES INC | $14.3M | 4.6% | +126% | 55.8 |
| 8 | $ALOT | AstroNova, Inc. | $4.9M | 1.6% | +0% | 35.6 |
| 9 | $BACALL | BOEING CO | $298,545 | — | NEW | 51.8 |
New Positions (1)
$BACALL BOEING CO$298,545Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Juniper Investment Company, LLC including:
Track Juniper Investment Company, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Juniper Investment Company, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Juniper Investment Company, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Juniper Investment Company, LLC (SEC CIK: 1794034), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Juniper Investment Company, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.