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CIK: 0001794034
Total reported value
$377.6M
$377.6M
8 檔
69.6%
According to the latest 13F quarterly dataset, Juniper Investment Company, LLC managed an equity portfolio of $377.6M at the end of Q4 2025, spanning 8 distinct U.S. exchange-listed positions.
During Q4 2025, Juniper Investment Company, LLC performed routine portfolio adjustments (0 new buys, 2 additions, 1 trims, and 1 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LINC | Lincoln Educational Services | Stock-Other | 19.62% | -2.26% | — | |
| 2 | AORT | Artivion Inc | Stock-Other | 18.65% | -1.87% | -10.84% | |
| 3 | OFIX | Orthofix Medical Inc | Stock-Other | 18.30% | -3.81% | +23.30% | |
| 4 | BVS | Bioventus Inc - A | Stock-Other | 17.75% | -2.87% | — | |
| 5 | ALNT | Allient Inc | Stock-Other | 16.06% | +5.77% | — | |
| 6 | TWIN | Twin Disc Inc | Stock-Other | 5.88% | +1.37% | — | |
| 7 | LYTS | Lsi Industries Inc | Stock-Other | 2.15% | +0.93% | +210.99% | |
| 8 | ALOT | Astronova Inc | Stock-Other | 1.59% | +2.47% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OFIX | Orthofix Medical Inc | +2.4% | +23.30% | Add |
| 2 | ALNT | Allient Inc | +1.2% | — | Unchanged |
| 3 | LYTS | Lsi Industries Inc | +1.2% | +210.99% | Add |
| 4 | TWIN | Twin Disc Inc | +0.4% | — | Unchanged |
| 5 | BVS | Bioventus Inc - A | 0% | — | Unchanged |
| 6 | ALOT | Astronova Inc | -0.5% | — | Unchanged |
| 7 | LINC | Lincoln Educational Services | -1.6% | — | Unchanged |
| 8 | AORT | Artivion Inc | -3% | -10.84% | Trim |
| 9 | POCI | Precision Optics CORP Inc | — | 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 8 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including LINC, AORT, OFIX) accounted for 69.6% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
POCI
前期市值: $67.4K
During Q4 2025, Juniper Investment Company, LLC's top holdings by market value included LINC (19.6%)、AORT (18.6%)、OFIX (18.3%). The largest single position, LINC, represented 19.6% of total portfolio value.
In Q4 2025, Juniper Investment Company, LLC made 4 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 1 holdings, and fully liquidating 1 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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