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Latest Juniper Investment Company, LLC Stock Portfolio

$377Million | No. of Holdings #10

Juniper Investment Company, LLC Performance

2026 Q2+13.25%
YTD+22.91%
2025+20.46%

About Juniper Investment Company, LLC and 13F Hedge Fund Stock Holdings

Juniper Investment Company, LLC is a hedge fund based in New York, NY. On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Juniper Investment Company, LLC reported an equity portfolio of $377.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Juniper Investment Company, LLC are LINC, AMOT, BVS. The fund has invested 22.9% of it's portfolio in LINCOLN EDL SVCS CORP and 20.8% of portfolio in ALLIENT INC. <br><br> They significantly reduced their stock positions in LINCOLN EDL SVCS CORP (LINC) and ALLIENT INC (AMOT). Juniper Investment Company, LLC opened new stock positions in MISTRAS GROUP INC (MG) and BOSTON SCIENTIFIC CORP (BSX). The fund showed a lot of confidence in some stocks as they added substantially to ARTIVION INC (AORT), ORTHOFIX MED INC (OFIX) and LSI INDS INC OHIO (LYTS).
Juniper Investment Company, LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$377Million
  as of Aug 14, 2026

Juniper Investment Company, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Juniper Investment Company, LLC made a return of 13.25% in the last quarter. In trailing 12 months, it's portfolio return was 55.18%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
mistras group inc1,068,080
boston scientific corp174,988
New stocks bought by Juniper Investment Company, LLC

Additions

Ticker% Inc.
artivion inc69.86
orthofix med inc11.71
lsi inds inc ohio1.38
Additions to existing portfolio by Juniper Investment Company, LLC

Reductions

Ticker% Reduced
lincoln edl svcs corp-10.59
allient inc-4.22
Juniper Investment Company, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Juniper Investment Company, LLC

Sector Distribution

Juniper Investment Company, LLC has about 40.2% of it's holdings in Healthcare sector.

  • Healthcare
  • Consumer Defensive
  • Others
  • Technology
  • Industrials
Sector%
Healthcare40.2
Consumer Defensive22.9
Others20.8
Technology9.5
Industrials6.6

Market Cap. Distribution

Juniper Investment Company, LLC has about 20.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • SMALL-CAP
  • LARGE-CAP
  • MICRO-CAP
Category%
SMALL-CAP75.1
LARGE-CAP20.8
MICRO-CAP4

Stocks belong to which Index?

About 51.5% of the stocks held by Juniper Investment Company, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • RUSSELL 2000
  • Others
Index%
RUSSELL 200051.5
Others48.5
Top 5 Winners (%)%
ALOT
astronova inc
209.8 %
AMOT
allient inc
72.6 %
TWIN
twin disc inc
54.0 %
LYTS
lsi inds inc ohio
42.5 %
LINC
lincoln edl svcs corp
21.5 %
Top 5 Winners ($)$
AMOT
allient inc
34.2 M
LINC
lincoln edl svcs corp
16.9 M
ALOT
astronova inc
10.3 M
TWIN
twin disc inc
8.3 M
LYTS
lsi inds inc ohio
6.2 M
Top 5 Losers (%)%
AORT
artivion inc
-33.3 %
OFIX
orthofix med inc
-19.5 %
Top 5 Losers ($)$
AORT
artivion inc
-22.7 M
OFIX
orthofix med inc
-9.8 M

Juniper Investment Company, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Juniper Investment Company, LLC

Juniper Investment Company, LLC has 10 stocks in it's portfolio. AORT proved to be the most loss making stock for the portfolio. AMOT was the most profitable stock for Juniper Investment Company, LLC last quarter.

$377.47MTotal Value
10.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Juniper Investment Company, LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change