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CIK: 0001794034
Total reported value
$377.6M
$377.6M
9 檔
63.3%
During the Q3 2025 filing period, Juniper Investment Company, LLC (CIK: 0001794034) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $377.6M across 9 reported positions.
In Q3 2025, Juniper Investment Company, LLC adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AORT | Artivion Inc | Stock-Other | 21.60% | -1.87% | -36.31% | |
| 2 | LINC | Lincoln Educational Services | Stock-Other | 21.24% | -2.26% | — | |
| 3 | BVS | Bioventus Inc - A | Stock-Other | 17.76% | -2.87% | — | |
| 4 | OFIX | Orthofix Medical Inc | Stock-Other | 15.94% | -3.81% | +15.30% | |
| 5 | ALNT | Allient Inc | Stock-Other | 14.88% | +5.77% | — | |
| 6 | TWIN | Twin Disc Inc | Stock-Other | 5.47% | +1.37% | — | |
| 7 | ALOT | Astronova Inc | Stock-Other | 2.10% | +2.47% | — | |
| 8 | LYTS | Lsi Industries Inc | Stock-Other | 0.99% | +0.93% | — | |
| 9 | POCI | Precision Optics CORP Inc | Stock-Other | 0.03% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ALNT | Allient Inc | +6.3% | — | Unchanged |
| 2 | LINC | Lincoln Educational Services | +4.4% | — | Unchanged |
| 3 | TWIN | Twin Disc Inc | +2% | — | Unchanged |
| 4 | OFIX | Orthofix Medical Inc | +0.3% | +15.30% | Add |
| 5 | LYTS | Lsi Industries Inc | +0.2% | — | Unchanged |
| 6 | POCI | Precision Optics CORP Inc | — | — | Unchanged |
| 7 | ALOT | Astronova Inc | -0.1% | — | Unchanged |
| 8 | AORT | Artivion Inc | -1.6% | -36.31% | Trim |
| 9 | BVS | Bioventus Inc - A | -10.8% | — | Unchanged |
| 10 | INTT | Intest CORP | — | EXIT | Sold out |
| 11 | BA | Boeing Co/the | — | EXIT | Sold out |
According to official SEC Form 13F filings, Juniper Investment Company, LLC reported a total U.S. public equity portfolio value of $377.6M across 9 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AORT, LINC, BVS) accounted for 63.3% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
INTT
前期市值: $692.8K
During Q3 2025, Juniper Investment Company, LLC's top holdings by market value included AORT (21.6%)、LINC (21.2%)、BVS (17.8%). The largest single position, AORT, represented 21.6% of total portfolio value.
In Q3 2025, Juniper Investment Company, LLC made 4 total portfolio adjustments, initiating 0 new buys, adding to 1 positions, trimming 1 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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