Q2 2026 13F · SEC CIK 1794034
Juniper Investment Company, LLC
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $377.5M
- Reported positions
- 10
- Top holdings a year, 3 yrs
- +36.0%
- Assets under management
- $451.1M
Juniper Investment Company, LLC is a hedge fund that reported 10 positions worth $377.5M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Lincoln Edl Svcs Corp (LINC, 22.9%), Allient Inc (ALNT, 20.8%), Bioventus Inc (BVS, 17.4%). A portfolio copying its top holdings returned 36.0% a year over the last 3 years, against 20.4% for the S&P 500.
Juniper Investment Company, LLC holdings all 10 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| LINCLincoln Edl Svcs Corp | 22.9% | -10.6% | $86.5M |
| ALNTAllient Inc | 20.8% | -4.2% | $78.5M |
| BVSBioventus Inc | 17.4% | +0.0% | $65.5M |
| AORTArtivion Inc | 12.0% | +69.9% | $45.4M |
| OFIXOrthofix Medical Inc. | 10.8% | +11.7% | $40.6M |
| TWINTwin Disc Inc | 6.3% | +0.0% | $23.8M |
| LYTSLsi Inds Inc Ohio | 5.5% | +1.4% | $20.8M |
| ALOTAstronova Inc | 4.0% | +0.0% | $15.2M |
| MGMistras Group Inc | 0.3% | — | $1.1M |
| BSXBoston Scientific Corp | 0.0% | — | $175K |
What Juniper Investment Company, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- MG Mistras Group Inc0.3% of 13F
- BSX Boston Scientific Corp0.0% of 13F
Added to
- AORT Artivion Inc+69.9% shares
- OFIX Orthofix Medical Inc.+11.7% shares
Reduced
- LINC Lincoln Edl Svcs Corp-10.6% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +50.2% /yr
- S&P 500 +20.1%
- 3 years
- +36.0% /yr
- S&P 500 +20.4%
- 5 years
- +15.2% /yr
- S&P 500 +13.3%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $377.5M | 10 |
| Q1 2026 | $313.1M | 8 |
| Q4 2025 | $290.9M | 8 |
| Q3 2025 | $261.4M | 9 |
| Q2 2025 | $242.6M | 11 |
| Q1 2025 | $221.9M | 11 |
| Q4 2024 | $253.5M | 11 |
| Q3 2024 | $239.5M | 12 |
| Q2 2024 | $208.6M | 12 |
| Q1 2024 | $201.0M | 10 |
| Q4 2023 | $188.1M | 10 |
| Q3 2023 | $157.5M | 10 |
Questions about Juniper Investment Company, LLC's portfolio
What stocks does Juniper Investment Company, LLC own?
Juniper Investment Company, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 10 positions worth $377.5M. The largest are Lincoln Edl Svcs Corp (LINC) at 22.9%, Allient Inc (ALNT) at 20.8%, Bioventus Inc (BVS) at 17.4%, Artivion Inc (AORT) at 12.0% and Orthofix Medical Inc. (OFIX) at 10.8%.
What did Juniper Investment Company, LLC buy last quarter?
In Q2 2026, Juniper Investment Company, LLC added a new position in Mistras Group Inc (MG), a new position in Boston Scientific Corp (BSX), Artivion Inc (AORT) (+69.9% shares) and Orthofix Medical Inc. (OFIX) (+11.7% shares), compared with its Q1 2026 filing.
What did Juniper Investment Company, LLC sell last quarter?
In Q2 2026, Juniper Investment Company, LLC Lincoln Edl Svcs Corp (LINC) (-10.6% shares), compared with its Q1 2026 filing.
How has Juniper Investment Company, LLC's portfolio performed?
A portfolio copying Juniper Investment Company, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +36.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +50.2% against +20.1%. Over 5 years: +15.2% a year against +13.3%.
When is Juniper Investment Company, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Juniper Investment Company, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Juniper Investment Company, LLC manage?
Juniper Investment Company, LLC reported $451.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $377.5M.