Juniper Investment Company, LLC reported 9 positions worth $362.23M for the quarter ended Jun 30, 2026, up 17.5% on the prior quarter. It opened 2 new positions, added to 3, trimmed 2 and exited 0. Its largest holding is Lincoln Educational Services Corp at 23.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | LINC Lincoln Educational Services Corp | Consumer Discretionary | 1.73M | $86.48M | 23.87% | -205.3K | -10.6% | Reduced | 5.46% |
| 2 | ALNT Allient Inc | Industrials | 762.3K | $78.46M | 21.66% | -33.6K | -4.2% | Reduced | 4.49% |
| 3 | BVS Bioventus Inc. | Healthcare | 6.94M | $65.51M | 18.08% | 0 | 0.0% | Unchanged | 8.26% |
| 4 | AORT Artivion, Inc. | Healthcare | 2.02M | $45.39M | 12.53% | +830.7K | +69.9% | Added | 4.14% |
| 5 | OFIX Orthofix Medical Inc. | Healthcare | 4.44M | $40.60M | 11.21% | +465.6K | +11.7% | Added | 10.86% |
| 6 | TWIN Twin Disc Inc | Industrials | 1.02M | $23.78M | 6.56% | 0 | 0.0% | Unchanged | 7.05% |
| 7 | LYTS Lsi Industries Inc | Industrials | 781.4K | $20.77M | 5.73% | +10.7K | +1.4% | Added | 2.11% |
| 8 | MG Mistras Group, Inc. | Industrials | 61.1K | $1.07M | 0.295% | +61.1K | – | New | 0.19% |
| 9 | BSX Boston Scientific Corp | Healthcare | 4,100 | $174.99K | 0.048% | +4,100 | – | New | 0% |
Tip. Select a row to see that position’s full history at Juniper Investment Company.
As of its Q2 2026 13F filing, Juniper Investment Company, LLC’s five largest positions were Lincoln Educational Services Corp (LINC) at 23.9%, Allient Inc (ALNT) at 21.7%, Bioventus Inc. (BVS) at 18.1%, Artivion, Inc. (AORT) at 12.5%, Orthofix Medical Inc. (OFIX) at 11.2% of the reported portfolio.
Juniper Investment Company, LLC reported a 13F portfolio worth $362.23M across 9 positions for Q2 2026. That is up 17.5% from the previous quarter.
Its largest purchases by value were Artivion, Inc. ($18.67M), Orthofix Medical Inc. ($4.26M), Mistras Group, Inc. ($1.07M). It opened 2 new positions.
Its largest sales by value were Lincoln Educational Services Corp ($10.25M), Allient Inc ($3.46M). It exited 0 positions entirely.
From the Form 13F-HR reports Juniper Investment Company, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.