Grufity logo
Grufity logo

Latest Juniper Investment Company, LLC Stock Portfolio

$313Million | No. of Holdings #8

Juniper Investment Company, LLC Performance

2026 Q1+8.53%
YTD+8.53%
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 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Juniper Investment Company, LLC reported an equity portfolio of $313.4 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Juniper Investment Company, LLC are LINC, BVS, AMOT. The fund has invested 25.2% of it's portfolio in LINCOLN EDL SVCS CORP and 20.2% of portfolio in BIOVENTUS INC. <br><br> They significantly reduced their stock positions in LINCOLN EDL SVCS CORP (LINC) and ALLIENT INC (AMOT). The fund showed a lot of confidence in some stocks as they added substantially to LSI INDS INC OHIO (LYTS) and ORTHOFIX MED INC (OFIX).
Juniper Investment Company, LLC Equity Portfolio Value
Last Reported on: 15 May, 2026
$313Million
  as of May 15, 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 8.53% in the last quarter. In trailing 12 months, it's portfolio return was 46.87%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by Juniper Investment Company, LLC

Additions

Ticker% Inc.
lsi inds inc ohio125
orthofix med inc13.29
Additions to existing portfolio by Juniper Investment Company, LLC

Reductions

Ticker% Reduced
lincoln edl svcs corp-17.98
allient inc-8.43
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 48.7% of it's holdings in Healthcare sector.

  • Healthcare
  • Consumer Defensive
  • Others
  • Technology
  • Industrials
Sector%
Healthcare48.7
Consumer Defensive25.2
Others15
Technology6.1
Industrials4.9

Market Cap. Distribution

Juniper Investment Company, LLC has about 15% of it's portfolio invested in the large-cap and mega-cap stocks.

  • SMALL-CAP
  • LARGE-CAP
  • MICRO-CAP
Category%
SMALL-CAP78.5
LARGE-CAP15
MICRO-CAP6.5

Stocks belong to which Index?

About 58.2% of the stocks held by Juniper Investment Company, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • RUSSELL 2000
  • Others
Index%
RUSSELL 200058.2
Others41.8
Top 5 Winners (%)%
LINC
lincoln edl svcs corp
62.3 %
BVS
bioventus inc
22.7 %
AMOT
allient inc
9.5 %
ALOT
astronova inc
6.2 %
LYTS
lsi inds inc ohio
1.1 %
Top 5 Winners ($)$
LINC
lincoln edl svcs corp
35.6 M
BVS
bioventus inc
11.7 M
AMOT
allient inc
4.4 M
ALOT
astronova inc
0.3 M
LYTS
lsi inds inc ohio
0.2 M
Top 5 Losers (%)%
OFIX
orthofix med inc
-23.2 %
AORT
artivion inc
-19.7 %
TWIN
twin disc inc
-9.7 %
Top 5 Losers ($)$
OFIX
orthofix med inc
-13.8 M
AORT
artivion inc
-10.7 M
TWIN
twin disc inc
-1.7 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 8 stocks in it's portfolio. OFIX proved to be the most loss making stock for the portfolio. LINC was the most profitable stock for Juniper Investment Company, LLC last quarter.

$313.10MTotal Value
8.00Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of Juniper Investment Company, LLC, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change