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CIK: 0001794034
Total reported value
$377.6M
$377.6M
11 檔
59.5%
According to the latest 13F quarterly dataset, Juniper Investment Company, LLC managed an equity portfolio of $377.6M at the end of Q2 2025, spanning 11 distinct U.S. exchange-listed positions.
During Q2 2025, Juniper Investment Company, LLC performed routine portfolio adjustments (0 new buys, 1 additions, 1 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AORT | Artivion Inc | Stock-Other | 26.78% | -1.87% | -0.20% | |
| 2 | LINC | Lincoln Educational Services | Stock-Other | 22.40% | -2.26% | — | |
| 3 | BVS | Bioventus Inc - A | Stock-Other | 18.89% | -2.87% | — | |
| 4 | ALNT | Allient Inc | Stock-Other | 12.98% | +5.77% | — | |
| 5 | OFIX | Orthofix Medical Inc | Stock-Other | 11.32% | -3.81% | +15.53% | |
| 6 | TWIN | Twin Disc Inc | Stock-Other | 3.72% | +1.37% | — | |
| 7 | ALOT | Astronova Inc | Stock-Other | 2.55% | +2.47% | — | |
| 8 | LYTS | Lsi Industries Inc | Stock-Other | 0.77% | +0.93% | — | |
| 9 | INTT | Intest CORP | Stock-Other | 0.30% | — | — | |
| 10 | BA | Boeing Co/the | Stock-Industrials | 0.28% | -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 | +5.5% | — | Unchanged |
| 2 | ALNT | Allient Inc | +4.4% | — | Unchanged |
| 3 | AORT | Artivion Inc | +3.6% | -0.20% | Trim |
| 4 | ALOT | Astronova Inc | +0.3% | — | Unchanged |
| 5 | TWIN | Twin Disc Inc | +0.2% | — | Unchanged |
| 6 | BA | Boeing Co/the | 0% | — | Unchanged |
| 7 | POCI | Precision Optics CORP Inc | — | — | Unchanged |
| 8 | INTT | Intest CORP | 0% | — | Unchanged |
| 9 | LYTS | Lsi Industries Inc | -0.1% | — | Unchanged |
| 10 | OFIX | Orthofix Medical Inc | -4.4% | +15.53% | Add |
| 11 | BVS | Bioventus Inc - A | -9.7% | — | 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 Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AORT, LINC, BVS) accounted for 59.5% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
AORT
前期市值: $51.6M
During Q2 2025, Juniper Investment Company, LLC's top holdings by market value included AORT (26.8%)、LINC (22.4%)、BVS (18.9%). The largest single position, AORT, represented 26.8% of total portfolio value.
In Q2 2025, Juniper Investment Company, LLC made 2 total portfolio adjustments, initiating 0 new buys, adding to 1 positions, trimming 1 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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