Juniper Investment Company, LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
9
Total value ($000)
$261,434
Net value change ($000)
+18,218 (7.5%)
New positions
0
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
OFIX 14,148 51.4%
ALNT 7,335 23.2%
TWIN 5,238 57.9%
LINC 1,064 2.0%
LYTS 725 38.8%
BVS 485 1.1%
Top Reduces (Value $000, Stocks/ETFs)
AORT -8,653 -13.3%
ALOT -723 -11.7%
INTT -722 -100.0%
BA -42 -100.0%
POCI -9 -11.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type