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CIK: 0001794034
Total reported value
$377.6M
$377.6M
11 檔
61.4%
In Q4 2024, Juniper Investment Company, LLC's U.S. equity holdings reached a combined market value of $377.6M, distributed across 11 disclosed stock positions.
In Q4 2024, Juniper Investment Company, LLC adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BVS | Bioventus Inc - A | Stock-Other | 28.71% | -2.87% | — | |
| 2 | AORT | Artivion Inc | Stock-Other | 23.63% | -1.87% | — | |
| 3 | LINC | Lincoln Educational Services | Stock-Other | 17.38% | -2.26% | -13.86% | |
| 4 | OFIX | Orthofix Medical Inc | Stock-Other | 13.33% | -3.81% | +123.55% | |
| 5 | ALNT | Allient Inc | Stock-Other | 8.31% | +5.77% | +14.56% | |
| 6 | TWIN | Twin Disc Inc | Stock-Other | 4.74% | +1.37% | — | |
| 7 | ALOT | Astronova Inc | Stock-Other | 2.53% | +2.47% | — | |
| 8 | LYTS | Lsi Industries Inc | Stock-Other | 0.84% | +0.93% | — | |
| 9 | INTT | Intest CORP | Stock-Other | 0.34% | — | -49.45% | |
| 10 | BA | Boeing Co/the | Stock-Industrials | 0.15% | -0.10% | EXIT | |
| 11 | POCI | Precision Optics CORP Inc | Stock-Other | 0.03% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OFIX | Orthofix Medical Inc | +7.7% | +123.55% | Add |
| 2 | ALNT | Allient Inc | +2.3% | +14.56% | Add |
| 3 | LINC | Lincoln Educational Services | +1.2% | -13.86% | Trim |
| 4 | AORT | Artivion Inc | +0.3% | — | Unchanged |
| 5 | BA | Boeing Co/the | +0.2% | NEW | New buy |
| 6 | LYTS | Lsi Industries Inc | +0.1% | — | Unchanged |
| 7 | POCI | Precision Optics CORP Inc | 0% | — | Unchanged |
| 8 | INTT | Intest CORP | -0.3% | -49.45% | Trim |
| 9 | XTNT | Xtant Medical Holdings Inc | -0.4% | EXIT | Sold out |
| 10 | ALOT | Astronova Inc | -0.5% | — | Unchanged |
| 11 | TWIN | Twin Disc Inc | -0.6% | — | Unchanged |
| 12 | VSEC | Vse CORP | -4.2% | EXIT | Sold out |
| 13 | BVS | Bioventus Inc - A | -5.9% | — | Unchanged |
According to official SEC Form 13F filings, Juniper Investment Company, LLC reported a total U.S. public equity portfolio value of $377.6M across 11 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BVS, AORT, LINC) accounted for 61.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
BA
市值: $389.4K
Top Position Liquidated / Trimmed
VSEC
前期市值: $10.0M
During Q4 2024, Juniper Investment Company, LLC's top holdings by market value included BVS (28.7%)、AORT (23.6%)、LINC (17.4%). The largest single position, BVS, represented 28.7% of total portfolio value.
In Q4 2024, Juniper Investment Company, LLC made 7 total portfolio adjustments, initiating 1 new buys, adding to 2 positions, trimming 2 holdings, and fully liquidating 2 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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