Juniper Investment Company, LLC

All 13F Filings

Location
New York, NY
Most recent 13F
Q1 2026
Holdings value ($000)
313,399
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 5/15/2026 9 313,399 13F-HR Juniper Investment Company, LLC
Q4 2025 2/17/2026 8 290,855 13F-HR Juniper Investment Company, LLC
Q3 2025 11/14/2025 9 261,434 13F-HR Juniper Investment Company, LLC
Q2 2025 8/14/2025 12 243,216 13F-HR Juniper Investment Company, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 299 (0.1% of total reported value) · QoQ Δ: +299
Type Value ($000) Share % Inflow Outflow Net
Stocks 313.1 K 100.0% 22.25 K 0 22.25 K
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Fund Snapshot

Q1 2026
Latest filed
5/15/2026
Total value ($000)
313,399
Holdings
9
QoQ value change ($000)
22,544 (7.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.