JI
Juniper Investment Company, LLC — 13F Portfolio Changes & Top Buys (Q2 2026)
Juniper Investment Company, LLCCIK: 0001794034
Sector-focusedMomentum followerQuality / disciplined sizing
Total reported value
$377.6M
Reporting period: 2026-06-30 · Number of holdings: 11
Juniper Investment Company, LLC disclosed 11 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $377.6M and a quarterly turnover rate of 21.7%.
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Personality snowflake
- Concentration
- 64.14
- Portfolio Stability
- 21.66
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 20
- Sizing Uniformity
- 91.81
Juniper Investment Company, LLC's disclosed holdings carry a Herfindahl concentration index of 0.160 — mathematically equivalent to about 6 equally-sized positions, well below its 11 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.82), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 10.8 percentage-point tilt) — a pattern consistent with a momentum-following approach.
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.govAdd ALNT
-4.2% $31.4M
Trim OFIX
+11.7% -$5.0M
Trim BVS
0.0% $2.2M
Add ALOT
0.0% $10.3M
Trim LINC
-10.6% $7.6M
Trim AORT
+69.9% $1.8M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 10 holdings (of 11 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LINC | Lincoln Educational Services | Stock-Other | 22.90% | -2.26% | -10.59% | |
| 2 | ALNT | Allient Inc | Stock-Other | 20.78% | +5.77% | -4.22% | |
| 3 | BVS | Bioventus Inc - A | Stock-Other | 17.35% | -2.87% | — | |
| 4 | AORT | Artivion Inc | Stock-Other | 12.02% | -1.87% | +69.86% | |
| 5 | OFIX | Orthofix Medical Inc | Stock-Other | 10.75% | -3.81% | +11.71% | |
| 6 | TWIN | Twin Disc Inc | Stock-Other | 6.30% | +1.37% | — | |
| 7 | LYTS | Lsi Industries Inc | Stock-Other | 5.50% | +0.93% | +1.38% | |
| 8 | ALOT | Astronova Inc | Stock-Other | 4.04% | +2.47% | — | |
| 9 | MG | Mistras Group Inc | Stock-Other | 0.28% | +0.28% | NEW | |
| 10 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.08% | +0.08% | NEW |
Portfolio Performance
Performance for Q3 2026
+7.9%
Performance Last 4 Quarters
+34.2%
- Stdev
- +27.6%
- Beta
- +1.12
- Alpha
- +12.9%
- Max Drawdown
- -24.1%
- Annualized Perf
- +36.6%
- Batting Avg vs S&P
- +55.6%
- Sortino
- +2.6
- Stutzer
- +0.38
- Treynor
- +0.32
- Sterling
- +1.54
- Calmar
- +1.52
- Information Ratio
- +0.65
- Tracking Error
- +23.6%
- Stdev Down
- +13.6%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +84.5%
- Worst 12 Months
- +11.8%
- Efficiency Ratio
- +0.61
- Sharpe
- +1.27
- Stdev Sectors
- 0%
- Skewness
- +0.02
- Kurtosis
- -1.11
- Upside Potential
- +4.43
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 11 | $377.6M | 22 | ||
| 2026 Q1 | 9 | $313.4M | 21 | ||
| 2025 Q4 | 8 | $290.9M | 13 | ||
| 2025 Q3 | 9 | $261.4M | 30 | ||
| 2025 Q2 | 12 | $243.2M | 0 | ||
| 2025 Q1 | 12 | $222.4M | 100 | ||
| 2024 Q4 | 12 | $253.8M | 0 | ||
| 2024 Q3 | 12 | $239.5M | 0 | ||
| 2024 Q2 | 12 | $208.6M | 0 | ||
| 2024 Q1 | 10 | $201.0M | 0 | ||
| 2023 Q4 | 10 | $188.1M | 0 | ||
| 2023 Q3 | 10 | $157.5M | 0 | ||
| 2023 Q2 | 9 | $157.5M | 0 | ||
| 2023 Q1 | 9 | $136.8M | 0 | ||
| 2022 Q4 | 9 | $136.3M | 0 | ||
| 2022 Q3 | 9 | $118.5M | 0 | ||
| 2022 Q2 | 10 | $115.3M | 0 | ||
| 2022 Q1 | 10 | $159.4M | 0 | ||
| 2021 Q4 | 9 | $148.1M | 0 | ||
| 2021 Q3 | 11 | $113.8M | 0 | ||
| 2021 Q2 | 10 | $150.8M | 18 | ||
| 2021 Q1 | 11 | $140.1M | 18 | ||
| 2020 Q4 | 11 | $128.0M | 33 | ||
| 2020 Q3 | 9 | $94.3M | 12 | ||
| 2020 Q2 | 9 | $90.2M | 34 | ||
| 2020 Q1 | 9 | $64.6M | 51 | ||
| 2019 Q4 | 9 | $102.8M | 11 | ||
| 2019 Q3 | 8 | $95.9M | 0 |
Holding changes this quarter
Juniper Investment Company, LLC's most significant position changes for 2026-06-30: New buy: Mistras Group Inc (MG); New buy: Boston Scientific CORP (BSX); Sold out: Boeing Co/the (BA); Trim: Allient Inc (ALNT) — shares -4.22%; Add: Orthofix Medical Inc (OFIX) — shares +11.71%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ALNT | Allient Inc | +5.8% | -4.22% | Trim |
| 2 | ALOT | Astronova Inc | +2.5% | — | Unchanged |
| 3 | TWIN | Twin Disc Inc | +1.4% | — | Unchanged |
| 4 | LYTS | Lsi Industries Inc | +0.9% | +1.38% | Add |
| 5 | MG | Mistras Group Inc | +0.3% | NEW | New buy |
| 6 | BSX | Boston Scientific CORP | +0.1% | NEW | New buy |
| 7 | BA | Boeing Co/the | -0.1% | EXIT | Sold out |
| 8 | AORT | Artivion Inc | -1.9% | +69.86% | Add |
| 9 | LINC | Lincoln Educational Services | -2.3% | -10.59% | Trim |
| 10 | BVS | Bioventus Inc - A | -2.9% | — | Unchanged |
| 11 | OFIX | Orthofix Medical Inc | -3.8% | +11.71% | Add |
Filing History
FAQ
What is Juniper Investment Company, LLC and what type of investor is it?
Juniper Investment Company, LLC 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 $377.6M, spread across 11 disclosed positions.
What are Juniper Investment Company, LLC's largest equity positions?
Based on the latest 13F filing, Juniper Investment Company, LLC's top holdings by market value are:
1. Lincoln Educational Services (LINC) — $86.5M (22.9%)
2. Allient Inc (ALNT) — $78.5M (20.8%)
3. Bioventus Inc - A (BVS) — $65.5M (17.4%)
4. Artivion Inc (AORT) — $45.4M (12.0%)
5. Orthofix Medical Inc (OFIX) — $40.6M (10.8%)
What changes did Juniper Investment Company, LLC make in its most recent portfolio filing?
In the latest reported quarter, Juniper Investment Company, LLC made 8 notable position adjustments: 2 new positions were initiated, 3 existing holdings were added to, 2 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Mistras Group Inc (MG); New buy: Boston Scientific CORP (BSX); Sold out: Boeing Co/the (BA); Trim: Allient Inc (ALNT) — shares -4.22%; Add: Orthofix Medical Inc (OFIX) — shares +11.71%
What sectors does Juniper Investment Company, LLC focus on?
Juniper Investment Company, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Health Care: 100.0%
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Investment Profile
Juniper Investment Company, LLC returned an annualized 36.6% over the trailing 36 months — outperforming the S&P 500 by 12.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.12 (more volatile than the market) and a 56% quarterly batting average against the index.
Its portfolio is moderately concentrated and moderately active, with 100.0% of the portfolio concentrated in Health Care.
Its turnover score has risen from 0 to 22 over the past 4 quarters — a shift toward more active trading.
It has added to its ALNT position over the past two quarters (+$31.7M, now $78.5M), while trimming OFIX over the same stretch (-$12.6M, still holding $40.6M).
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Developer Access
Access Juniper Investment Company, LLC's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/juniper-investment-company-llcCLI
npx alphasmo institutions get juniper-investment-company-llc