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CIK: 0001794034
Total reported value
$377.6M
$377.6M
12 檔
47.5%
As reported in its official Q2 2024 Form 13F filing, Juniper Investment Company, LLC's tracked investment portfolio stood at $377.6M with 12 total positions.
During Q2 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 | 25.80% | -1.87% | — | |
| 2 | LINC | Lincoln Educational Services | Stock-Other | 18.88% | -2.26% | — | |
| 3 | BVS | Bioventus Inc - A | Stock-Other | 18.84% | -2.87% | — | |
| 4 | VSEC | Vse CORP | Stock-Industrials | 13.20% | — | -14.40% | |
| 5 | ALNT | Allient Inc | Stock-Other | 9.19% | +5.77% | — | |
| 6 | TWIN | Twin Disc Inc | Stock-Other | 5.79% | +1.37% | — | |
| 7 | ALOT | Astronova Inc | Stock-Other | 3.96% | +2.47% | — | |
| 8 | OFIX | Orthofix Medical Inc | Stock-Other | 1.97% | -3.81% | — | |
| 9 | INTT | Intest CORP | Stock-Other | 1.31% | — | +37.33% | |
| 10 | LYTS | Lsi Industries Inc | Stock-Other | 0.62% | +0.93% | +40.02% | |
| 11 | XTNT | Xtant Medical Holdings Inc | Stock-Other | 0.40% | — | +278.57% | |
| 12 | POCI | Precision Optics CORP Inc | Stock-Other | 0.04% | — | — |
According to official SEC Form 13F filings, Juniper Investment Company, LLC reported a total U.S. public equity portfolio value of $377.6M across 12 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AORT, LINC, BVS) accounted for 47.5% of total reported equity market value during Q2 2024.
During Q2 2024, Juniper Investment Company, LLC's top holdings by market value included AORT (25.8%)、LINC (18.9%)、BVS (18.8%). The largest single position, AORT, represented 25.8% of total portfolio value.
In Q2 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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