Juniper Investment Company
NEW YORK, NYfiles as Juniper Investment Company, LLC
$377m in 10 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 10.9% of the portfolio this quarter.
Value
$377m
Stocks
10
Top 10 share
100.0%
Turnover
10.9%
What changed this quarter
New
Bought for the first time this quarter.
- Mistras GroupMG0.3% of the fund
- Boston ScientificBSX<0.1% of the fund
Added
Bought more of a stock they already held.
- ArtivionAORT12.0% of the fund+70%
- Orthofix MedicalOFIX10.8% of the fund+12%
Cut
Sold some of their stake.
- Lincoln Educational ServicesLINC22.9% of the fund-11%
- AllientALNT20.8% of the fund-4%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- AstroNovaALOT
- Share
- 4.0%
- Value
- $15m
- Shares
- 535,203
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Lincoln Educational ServicesLINC | 22.9% | $86m | 1,732,966 | -11% |
| AllientALNT | 20.8% | $78m | 762,305 | -4% |
| BioventusBVS | 17.4% | $66m | 6,939,357 | Held |
| ArtivionAORT | 12.0% | $45m | 2,019,885 | +70% |
| Orthofix MedicalOFIX | 10.8% | $41m | 4,442,543 | +12% |
| Twin DiscTWIN | 6.3% | $24m | 1,024,954 | Held |
| LSI IndustriesLYTS | 5.5% | $21m | 781,399 | Held |
| AstroNovaALOT | 4.0% | $15m | 535,203 | Held |
| Mistras GroupMG | 0.3% | $1m | 61,138 | New |
| Boston ScientificBSX | <0.1% | $174,988 | 4,100 | New |
Options (1)
- Boston ScientificBSX
- Type
- Call
- Value
- $136,576
- Contracts
- 3,200
| Company | Type | Value | Contracts |
|---|---|---|---|
| Boston ScientificBSX | Call | $136,576 | 3,200 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 55.6% since 30 June 2025.
Where the money is
Health care40.2%
Industrials27.4%
Retail & consumer22.9%
Technology9.5%
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.