13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001794034
Total reported value
$377.6M
$377.6M
11 檔
54.7%
The Q1 2025 SEC filing reveals that Juniper Investment Company, LLC held a total portfolio value of $377.6M, covering 11 public equity positions.
In Q1 2025, Juniper Investment Company, LLC displayed an active expansion posture, initiating 5 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BVS | Bioventus Inc - A | Stock-Other | 28.55% | -2.87% | — | |
| 2 | AORT | Artivion Inc | Stock-Other | 23.19% | -1.87% | — | |
| 3 | LINC | Lincoln Educational Services | Stock-Other | 16.87% | -2.26% | -15.26% | |
| 4 | OFIX | Orthofix Medical Inc | Stock-Other | 15.68% | -3.81% | +10.33% | |
| 5 | ALNT | Allient Inc | Stock-Other | 8.59% | +5.77% | — | |
| 6 | TWIN | Twin Disc Inc | Stock-Other | 3.49% | +1.37% | — | |
| 7 | ALOT | Astronova Inc | Stock-Other | 2.21% | +2.47% | — | |
| 8 | LYTS | Lsi Industries Inc | Stock-Other | 0.84% | +0.93% | — | |
| 9 | INTT | Intest CORP | Stock-Other | 0.31% | — | — | |
| 10 | BA | Boeing Co/the | Stock-Industrials | 0.25% | -0.10% | EXIT | |
| 11 | POCI | Precision Optics CORP Inc | Stock-Other | 0.03% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LINC | Lincoln Educational Services | +14% | -15.26% | Add |
| 2 | ALNT | Allient Inc | -0.8% | — | Add |
| 3 | ALOT | Astronova Inc | -1.3% | — | Add |
| 4 | INTT | Intest CORP | -2.7% | — | Trim |
| 5 | TWIN | Twin Disc Inc | -6.2% | — | Unchanged |
| 6 | AORT | Artivion Inc | -7% | — | Add |
| 7 | BVS | Bioventus Inc - A | — | NEW | New buy |
| 8 | LDLEUR | Lydall Inc | — | EXIT | Sold out |
| 9 | OFIX | Orthofix Medical Inc | — | NEW | New buy |
| 10 | TRNS | Transcat Inc | — | EXIT | Sold out |
| 11 | MSON | Misonix Inc | — | EXIT | Sold out |
| 12 | VSEC | Vse CORP | — | EXIT | Sold out |
| 13 | LYTS | Lsi Industries Inc | — | NEW | New buy |
| 14 | BA | Boeing Co/the | — | NEW | New buy |
| 15 | POCI | Precision Optics CORP Inc | — | NEW | New buy |
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 Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BVS, AORT, LINC) accounted for 54.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
BVS
市值: $63.5M
Top Position Liquidated / Trimmed
LDLEUR
前期市值: $37.1M
During Q1 2025, Juniper Investment Company, LLC's top holdings by market value included BVS (28.6%)、AORT (23.2%)、LINC (16.9%). The largest single position, BVS, represented 28.6% of total portfolio value.
In Q1 2025, Juniper Investment Company, LLC made 14 total portfolio adjustments, initiating 5 new buys, adding to 4 positions, trimming 1 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.