Juniper Capital Advisors, L.P.

Portfolio Overview

Juniper Capital Advisors’ reported 13F portfolio as of 2024-12-31 is highly concentrated and modest in size. Total reported long-equity holdings equal $261.05 million, down 13.1% from $300.51 million at the 2024-09-30 report date. The filing shows a single holding (1 position), so the portfolio is 100% allocated to one issuer. The concentration level implies a single-name, high-conviction exposure rather than a diversified equity sleeve.

Key datapoints:

• Total portfolio va...