13F Insight
DOSSIER · 13F-HR · Q4 2025

Juniper Investment Company, LLC

$291M in tracked AUM across 8 positions as of Q4 2025.

JI
CIK 0001794034 · last filed Dec 31, 2025
Total AUM
$291M
as of Q4 2025
Holdings
8
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q4 2025

Portfolio Overview

Juniper Investment Company, LLC has undergone a substantial transformation in the quarter ending September 30, 2025. The firm executed a aggressive capital reallocation strategy, reducing the total portfolio value by 60.5%, from $243.22 million to $96.18 million. This reduction was driven not by market performance, but by active selling, as evidenced by the exit of seven positions and the return of capital to investors. The portfolio is currently extremely concentrated, h...

Key Holdings

The portfolio is dominated by two mid-cap healthcare positions, which together account for 91.61% of the total assets.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
LINC
LINCOLN EDL SVCS CORP
$57M2.4M19.6%02
AORT
ARTIVION INC
$54M1.2M18.6%03
OFIX
ORTHOFIX MED INC
$53M3.5M18.3%04
BVS
BIOVENTUS INC
$52M6.9M17.8%05
ALNT
ALLIENT INC
$47M869K16.1%06
TWIN
TWIN DISC INC
$17M1.0M5.9%07
LYTS
LSI INDS INC OHIO
$6M342K2.2%08
ALOT
ASTRONOVA INC
$5M535K1.6%

Filing history

2025Q4Dec 31
$291M▲ 202.4%
8 positionsView →2025Q3Sep 30
$96M▼ 60.5%
4 positionsView →2025Q2Jun 30
$243M▲ 131.3%
12 positionsLocked2025Q1Mar 31
$105M▼ 58.6%
4 positionsLocked2024Q4Dec 31
$254M▲ 6.0%
12 positionsLocked2024Q3Sep 30
$240M▲ 14.8%
12 positionsLocked2024Q2Jun 30
$209M▲ 3.8%
12 positionsLocked2024Q1Mar 31
$201M▲ 6.8%
10 positionsLocked2023Q4Dec 31
$188M▲ 19.4%
10 positionsLocked2023Q3Sep 30
$158M▲ 0.0%
10 positionsLocked2023Q2Jun 30
$157M▲ 15.1%
9 positionsLocked2023Q1Mar 31
$137M▲ 0.4%
9 positionsLocked
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