JC
Juniper Capital Advisors, L.P. Institutional Portfolio & 13F Holdings (Q2 2026)
Juniper Capital Advisors, L.P.CIK: 0002011609
Concentrated strategyQuality / disciplined sizing
Total reported value
$217.9M
Reporting period: 2026-06-30 · Number of holdings: 2
Juniper Capital Advisors, L.P. disclosed 2 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $217.9M and a quarterly turnover rate of 41.5%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 41.48
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 4
- Sizing Uniformity
- 97.85
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim BTE
-36.8% -$96.6M
Add PED
0.0% -$17.4M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BTE | Baytex Energy CORP | Stock-Other | 57.62% | -9.31% | -36.85% | |
| 2 | PED | Pedevco CORP | Stock-Other | 42.38% | +9.31% | — |
Portfolio Performance
Performance for Q3 2026
-1.1%
Performance Last 4 Quarters
+117.7%
- Stdev
- +41.2%
- Beta
- +0.47
- Alpha
- +18.2%
- Max Drawdown
- -57.5%
- Annualized Perf
- +20.1%
- Batting Avg vs S&P
- +56.7%
- Sortino
- +1.06
- Stutzer
- +0.19
- Treynor
- +0.58
- Sterling
- +0.49
- Calmar
- +0.35
- Information Ratio
- +0.2
- Tracking Error
- +41.3%
- Stdev Down
- +25.2%
- Winning Months %
- +60%
- Losing Months %
- +40%
- Best 12 Months
- +232.7%
- Worst 12 Months
- -57.5%
- Efficiency Ratio
- +0.22
- Sharpe
- +0.65
- Stdev Sectors
- —
- Skewness
- -0.14
- Kurtosis
- +1.43
- Upside Potential
- +2.63
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
Juniper Capital Advisors, L.P.'s most significant position changes for 2026-06-30: Trim: Baytex Energy CORP (BTE) — shares -36.85%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PED | Pedevco CORP | +9.3% | — | Unchanged |
| 2 | BTE | Baytex Energy CORP | -9.3% | -36.85% | Trim |
Filing History
FAQ
What is Juniper Capital Advisors, L.P. and what type of investor is it?
Juniper Capital Advisors, L.P. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $217.9M, spread across 2 disclosed positions.
What are Juniper Capital Advisors, L.P.'s largest equity positions?
Based on the latest 13F filing, Juniper Capital Advisors, L.P.'s top holdings by market value are:
1. Baytex Energy CORP (BTE) — $125.5M (57.6%)
2. Pedevco CORP (PED) — $92.4M (42.4%)
What changes did Juniper Capital Advisors, L.P. make in its most recent portfolio filing?
In the latest quarter, Juniper Capital Advisors, L.P. took a more defensive posture — trimming 1 positions and completely exiting 0 holdings. The largest of these moves: Trim: Baytex Energy CORP (BTE) — shares -36.85%
What sectors does Juniper Capital Advisors, L.P. focus on?
Sector breakdown data is not yet available for Juniper Capital Advisors, L.P.. Check back after the next 13F processing cycle.
Investment Profile
Juniper Capital Advisors, L.P. returned an annualized 20.1% over the trailing 30 months — outperforming the S&P 500 by 18.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.47 (less volatile than the market) and a 57% quarterly batting average against the index.
Its portfolio is concentrated and moderately active.
Its turnover score has risen from 22 to 41 over the past 4 quarters — a shift toward more active trading.
It has trimmed its BTE position for two straight quarters, cutting it by $179.5M while still holding $125.5M.
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GI
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Developer Access
Access Juniper Capital Advisors, L.P.'s institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/juniper-capital-advisors-l-pCLI
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