Juniper Investment Company, LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
11
Total value ($000)
$377,604
Net value change ($000)
+64,205 (20.5%)
New positions
2
Sold out positions
0
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
ALNT 31,433 66.8%
ALOT 10,318 209.8%
TWIN 8,333 53.9%
LINC 7,625 9.7%
LYTS 6,434 44.9%
BVS 2,152 3.4%
AORT 1,841 4.2%
MG 1,068 NEW
BSX 175 NEW
Top Reduces (Value $000, Stocks/ETFs)
OFIX -5,011 -11.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 137 (0.0% of total reported value)
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