Latest Juniper Investment Company, LLC Stock Portfolio

Juniper Investment Company, LLC Performance:

2025 Q1: -10.24%YTD: -10.24%2024: 41.62%

Performance for 2025 Q1 is -10.24%, and YTD is -10.24%, and 2024 is 41.62%.

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 31-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $236.3 Millions. In it's latest 13F Holdings report, Juniper Investment Company, LLC reported an equity portfolio of $222.4 Millions as of 31 Mar, 2025.

The top stock holdings of Juniper Investment Company, LLC are BVS, AORT, LINC. The fund has invested 28.6% of it's portfolio in BIOVENTUS INC and 23.2% of portfolio in ARTIVION INC.

They significantly reduced their stock positions in LINCOLN EDL SVCS CORP (LINC). The fund showed a lot of confidence in some stocks as they added substantially to ORTHOFIX MED INC (OFIX).

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

Our best estimate is that Juniper Investment Company, LLC made a return of -10.24% in the last quarter. In trailing 12 months, it's portfolio return was 18.15%.

New Buys

No new stocks were added by Juniper Investment Company, LLC

Additions

Ticker	% Inc.
orthofix med inc	10.33

Additions to existing portfolio by Juniper Investment Company, LLC

Reductions

Ticker	% Reduced
lincoln edl svcs corp	-15.26

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 67.6% of it's holdings in Healthcare sector.

Sector	%
Healthcare	67.6
Consumer Defensive	16.9
Others	8.6
Industrials	3.5
Technology	3.4

Market Cap. Distribution

Juniper Investment Company, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
SMALL-CAP	93.9
MICRO-CAP	6

Stocks belong to which Index?

About 57% of the stocks held by Juniper Investment Company, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
RUSSELL 2000	57
Others	43

Top 5 Winners (%)		%
LINC	lincoln edl svcs corp	0.3 %

Top 5 Winners ($)		$
LINC	lincoln edl svcs corp	0.1 M

Top 5 Losers (%)		%
TWIN	twin disc inc	-35.6 %
ALOT	astronova inc	-23.5 %
INTT	intest corp	-18.6 %
AORT	artivion inc	-14.0 %
BVS	bioventus inc	-12.9 %

Top 5 Losers ($)		$
BVS	bioventus inc	-9.4 M
AORT	artivion inc	-8.4 M
TWIN	twin disc inc	-4.3 M
OFIX	orthofix med inc	-2.4 M
ALOT	astronova inc	-1.5 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 11 stocks in it's portfolio. BVS proved to be the most loss making stock for the portfolio. LINC was the most profitable stock for Juniper Investment Company, LLC last quarter.

Last Reported on: 15 May, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	BVS	bioventus inc	28.55	6,939,360	63,495,100	unchanged	0.00
Historical Trend of BIOVENTUS INC Position Held By Juniper Investment Company, LLC What % of Portfolio is BVS?: Number of BVS shares held: Change in No. of Shares Held:
	AORT	artivion inc	23.19	2,098,160	51,572,900	unchanged	0.00

	LINC	lincoln edl svcs corp	16.86	2,363,310	37,505,700	reduced	-15.26

	OFIX	orthofix med inc	15.68	2,137,370	34,860,600	added	10.33

	AMOT	allient inc	8.59	869,149	19,103,900	unchanged	0.00

	TWIN	twin disc inc	3.49	1,024,950	7,758,900	unchanged	0.00

	ALOT	astronova inc	2.21	535,203	4,918,520	unchanged	0.00

	LYTS	lsi inds inc ohio	0.84	109,811	1,866,790	unchanged	0.00

	INTT	intest corp	0.31	99,111	692,786	unchanged	0.00

	PEYE	precision optics corp inc ma	0.03	15,502	64,333	unchanged	0.00

	BA	boeing co	0.01	200	34,110	unchanged	0.00