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CIK: 0001794034
Total reported value
$377.6M
$377.6M
12 檔
54.4%
At the close of Q3 2024, Juniper Investment Company, LLC disclosed equity holdings valued at approximately $377.6M, spread across 12 reported holdings.
During Q3 2024, Juniper Investment Company, LLC performed routine portfolio adjustments (0 new buys, 3 additions, 3 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BVS | Bioventus Inc - A | Stock-Other | 34.62% | -2.87% | +1.54% | |
| 2 | AORT | Artivion Inc | Stock-Other | 23.32% | -1.87% | — | |
| 3 | LINC | Lincoln Educational Services | Stock-Other | 16.14% | -2.26% | -2.47% | |
| 4 | ALNT | Allient Inc | Stock-Other | 6.01% | +5.77% | — | |
| 5 | OFIX | Orthofix Medical Inc | Stock-Other | 5.65% | -3.81% | +180.19% | |
| 6 | TWIN | Twin Disc Inc | Stock-Other | 5.34% | +1.37% | — | |
| 7 | VSEC | Vse CORP | Stock-Industrials | 4.16% | — | -61.36% | |
| 8 | ALOT | Astronova Inc | Stock-Other | 3.01% | +2.47% | — | |
| 9 | LYTS | Lsi Industries Inc | Stock-Other | 0.74% | +0.93% | +22.78% | |
| 10 | INTT | Intest CORP | Stock-Other | 0.60% | — | -29.32% | |
| 11 | XTNT | Xtant Medical Holdings Inc | Stock-Other | 0.37% | — | — | |
| 12 | POCI | Precision Optics CORP Inc | Stock-Other | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BVS | Bioventus Inc - A | +15.8% | +1.54% | Add |
| 2 | OFIX | Orthofix Medical Inc | +3.7% | +180.19% | Add |
| 3 | LYTS | Lsi Industries Inc | +0.1% | +22.78% | Add |
| 4 | POCI | Precision Optics CORP Inc | — | — | Unchanged |
| 5 | XTNT | Xtant Medical Holdings Inc | 0% | — | Unchanged |
| 6 | TWIN | Twin Disc Inc | -0.5% | — | Unchanged |
| 7 | INTT | Intest CORP | -0.7% | -29.32% | Trim |
| 8 | ALOT | Astronova Inc | -1% | — | Unchanged |
| 9 | AORT | Artivion Inc | -2.5% | — | Unchanged |
| 10 | LINC | Lincoln Educational Services | -2.7% | -2.47% | Trim |
| 11 | ALNT | Allient Inc | -3.2% | — | Unchanged |
| 12 | VSEC | Vse CORP | -9% | -61.36% | Trim |
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 Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BVS, AORT, LINC) accounted for 54.4% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
LINC
前期市值: $39.4M
During Q3 2024, Juniper Investment Company, LLC's top holdings by market value included BVS (34.6%)、AORT (23.3%)、LINC (16.1%). The largest single position, BVS, represented 34.6% of total portfolio value.
In Q3 2024, Juniper Investment Company, LLC made 6 total portfolio adjustments, initiating 0 new buys, adding to 3 positions, trimming 3 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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