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CIK: 0001794034
Total reported value
$377.6M
$377.6M
10 檔
45.1%
In Q1 2024, Juniper Investment Company, LLC's U.S. equity holdings reached a combined market value of $377.6M, distributed across 10 disclosed stock positions.
During Q1 2024, Juniper Investment Company, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AORT | Artivion Inc | Stock-Other | 22.09% | -1.87% | — | |
| 2 | BVS | Bioventus Inc - A | Stock-Other | 17.68% | -2.87% | — | |
| 3 | LINC | Lincoln Educational Services | Stock-Other | 17.06% | -2.26% | -16.37% | |
| 4 | VSEC | Vse CORP | Stock-Industrials | 14.50% | — | — | |
| 5 | ALNT | Allient Inc | Stock-Other | 13.47% | +5.77% | +12.23% | |
| 6 | TWIN | Twin Disc Inc | Stock-Other | 8.43% | +1.37% | — | |
| 7 | ALOT | Astronova Inc | Stock-Other | 4.75% | +2.47% | — | |
| 8 | INTT | Intest CORP | Stock-Other | 1.33% | — | +72.86% | |
| 9 | LYTS | Lsi Industries Inc | Stock-Other | 0.48% | +0.93% | — | |
| 10 | XTNT | Xtant Medical Holdings Inc | Stock-Other | 0.20% | — | — |
According to official SEC Form 13F filings, Juniper Investment Company, LLC reported a total U.S. public equity portfolio value of $377.6M across 10 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AORT, BVS, LINC) accounted for 45.1% of total reported equity market value during Q1 2024.
During Q1 2024, Juniper Investment Company, LLC's top holdings by market value included AORT (22.1%)、BVS (17.7%)、LINC (17.1%). The largest single position, AORT, represented 22.1% of total portfolio value.
In Q1 2024, Juniper Investment Company, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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