Juniper Investment Company, LLC
Juniper Investment Company, LLC reported 10 US-listed holdings worth $377.5 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Lincoln Edl Svcs Corp. (22.9%), Allient Inc. (20.8%) and Bioventus Inc. (17.4%). Against the quarter before, it opened 2 positions, added to 3, trimmed 2 and sold out of 0.
The 10 largest of its 10 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +68.3% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Mistras Group Inc. MG$1.1 million
- Boston Scientific Corp. BSX$174,988
Added to 3
- Artivion, Inc. AORT+830,749 shares · +70%
- Orthofix Med Inc. OFIX+465,584 shares · +12%
- Lsi Inds Inc. Ohio LYTS+10,650 shares · +1%
Trimmed 2
- Lincoln Edl Svcs Corp. LINC-205,345 shares · -11%
- Allient Inc. ALNT-33,617 shares · -4%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Lincoln Edl Svcs Corp. LINC | 1.7M | $86.5 million | 22.91% | -205.3K |
| Allient Inc. ALNT | 762.3K | $78.5 million | 20.79% | -33.6K |
| Bioventus Inc. BVS | 6.9M | $65.5 million | 17.35% | no change |
| Artivion, Inc. AORT | 2.0M | $45.4 million | 12.02% | +830.7K |
| Orthofix Med Inc. OFIX | 4.4M | $40.6 million | 10.76% | +465.6K |
| Twin Disc Inc. TWIN | 1.0M | $23.8 million | 6.30% | no change |
| Lsi Inds Inc. Ohio LYTS | 781.4K | $20.8 million | 5.50% | +10.7K |
| Astronova Inc. ALOT | 535.2K | $15.2 million | 4.04% | no change |
| Mistras Group Inc. MG | 61.1K | $1.1 million | 0.28% | new |
| Boston Scientific Corp. BSX | 4.1K | $174,988 | 0.05% | new |
Read more
Change is shares against its 13F for the quarter before.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Boston Scientific Corp. BSX | Calls | 3.2K | $136,576 |
1 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.