Juniper Capital Advisors, L.P.
Houston, TX
$218m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 9.3% of the portfolio this quarter.
Value
$218m
Stocks
2
Top 10 share
100.0%
Turnover
9.3%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Baytex EnergyBTE57.6% of the fund-37%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Baytex EnergyBTE
- Share
- 57.6%
- Value
- $126m
- Shares
- 31,387,276
-37%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Baytex EnergyBTE | 57.6% | $126m | 31,387,276 | -37% |
| PedevcoPED | 42.4% | $92m | 6,861,564 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 20.3% since 30 June 2025.
Where the money is
Energy100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.