What does Juniper Investment Company, LLC hold?

Juniper Investment Company, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include LINC, ALNT, BVS. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1794034.

What is Juniper Investment Company, LLC's AUM?

Juniper Investment Company, LLC reported approximately $377.6M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $451.1M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Juniper Investment Company, LLC's holdings?

All Juniper Investment Company, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1794034. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Juniper Investment Company, LLC's 13F data updated on 13F Pro?

Juniper Investment Company, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Juniper Investment Company, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1794034

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13F Reported Value

ⓘ

$377.6M

incl. option notional

Equity Holdings

ⓘ

$377.5M

Option Notional

ⓘ

$136,576

$0 puts / $136,576 calls

Holdings

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Juniper Investment Company, LLC disclosed 11 positions worth $377.6M in its Form 13F-HR for Q2 2026 — $377.5M in common stock plus $136,576 of put/call option positions (reported at underlying notional value, not premium at risk), led by $LINC (LINCOLN EDUCATIONAL SERVICES CORP) at 22.9% of the equity portfolio, followed by $ALNT and $BVS. During the quarter the fund opened 3 new positions and exited 1 — including a new stake in $MG and a full exit from $BA. The portfolio is most concentrated in Healthcare (40.2% 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

Stable

8 quarters accumulating

$LYTS

3 quarters accumulating

Sector Allocation

HealthcareTechnologyConsumer DiscretionaryIndustrials

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.

$BSXCALL$137K notional

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored

LINCOLN EDUCATIONAL SERVICES CORP
$LINC
60.3#872
Quality
$86.5M1,732,966 sh
ALLIENT INC
$ALNT
47.4#1,784
Quality
$78.5M762,305 sh
Bioventus Inc.
$BVS
59.9#904
Quality
$65.5M6,939,357 sh
ARTIVION, INC.
$AORT
48.1
Quality
$45.4M2,019,885 sh
Orthofix Medical Inc.
$OFIX
38.2
Quality
$40.6M4,442,543 sh
TWIN DISC INC
$TWIN
57.4
Quality
$23.8M1,024,954 sh
LSI INDUSTRIES INC
$LYTS
58.0
Quality
$20.8M781,399 sh
AstroNova, Inc.
$ALOT
45.9
Quality
$15.2M535,203 sh
Mistras Group, Inc.
$MG
47.6
Quality
$1.1M61,138 sh
BOSTON SCIENTIFIC CORP
$BSX
77.5
Quality
$175.0K4,100 sh

Company	Quality	Value	Shares
LINCOLN EDUCATIONAL SERVICES CORP$LINC	60.3#872	$86.5M	1,732,966
ALLIENT INC$ALNT	47.4#1,784	$78.5M	762,305
Bioventus Inc.$BVS	59.9#904	$65.5M	6,939,357
ARTIVION, INC.$AORT	48.1	$45.4M	2,019,885
Orthofix Medical Inc.$OFIX	38.2	$40.6M	4,442,543
TWIN DISC INC$TWIN	57.4	$23.8M	1,024,954
LSI INDUSTRIES INC$LYTS	58.0	$20.8M	781,399
AstroNova, Inc.$ALOT	45.9	$15.2M	535,203
Mistras Group, Inc.$MG	47.6	$1.1M	61,138
BOSTON SCIENTIFIC CORP$BSX	77.5	$175.0K	4,100

Unlock AI quality scores for every holding

32-signal composite ranking on each of Juniper Investment Company, LLC's 11 positions.

Showing top 10 of 11 holdings.

Sector Allocation

Healthcare

$151.7M

Technology

$115.5M

Consumer Discretionary

$86.5M

Industrials

$23.8M

Full Holdings — Juniper Investment Company, LLC (Q2 2026)

All 11 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	$86.5M	22.9%	-11%	60.3
2	$ALNT	ALLIENT INC	$78.5M	20.8%	-4%	47.4
3	$BVS	Bioventus Inc.	$65.5M	17.4%	+0%	59.9
4	$AORT	ARTIVION, INC.	$45.4M	12.0%	+70%	48.1
5	$OFIX	Orthofix Medical Inc.	$40.6M	10.8%	+12%	38.2
6	$TWIN	TWIN DISC INC	$23.8M	6.3%	+0%	57.4
7	$LYTS	LSI INDUSTRIES INC	$20.8M	5.5%	+1%	58
8	$ALOT	AstroNova, Inc.	$15.2M	4.0%	+0%	45.9
9	$MG	Mistras Group, Inc.	$1.1M	0.3%	NEW	47.6
10	$BSX	BOSTON SCIENTIFIC CORP	$174,988	0.1%	NEW	77.5
11	$BSXCALL	BOSTON SCIENTIFIC CORP	$136,576	—	NEW	77.5

New Positions (3)

$MG Mistras Group, Inc.$1.1M

$BSX BOSTON SCIENTIFIC CORP$174,988

$BSXCALL BOSTON SCIENTIFIC CORP$136,576

Exited Positions (1)

$BACALL BOEING CO

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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.