The Analysis of Juniper Investment Company, LLC's Holdings & P&L


Currently, Juniper Investment Company, LLC holds 8 types of securities in its portfolio with a total value $313.1M. In the most recent quarter, they have increased their positions in BVS (+6.9M shares, valued at $63.4M), ALNT (+795.9K shares, valued at $47.0M), OFIX (+4.0M shares, valued at $45.6M); decreased their positions in LINC (-150.0K shares, valued at $6.1M); initiated new positions in BVS (+6.9M shares, valued at $63.4M), ALNT (+795.9K shares, valued at $47.0M), OFIX (+4.0M shares, valued at $45.6M).


1M P&L
-17.6M-5.14%
3M P&L
+5.6M+1.77%
HY P&L
+35.3M+12.22%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Medical Devices152.5M
48.7%
2Education & Training Services78.9M
25.2%
3Electronic Components61.4M
19.6%

Top Industries by Stock Count

1Medical Devices3 stocks
37.5%
2Electronic Components2 stocks
25.0%
3Computer Hardware1 stocks
12.5%
Stock Holdings
LINC
LINCOLN EDL SVCS CORP
-7.18%
Shares1.9M
Event2026-03-31
Filed2026-05-15
BVS
BIOVENTUS INC
New
Shares6.9M
Event2026-03-31
Filed2026-05-15
ALNT
ALLIENT INC
New
Shares795.9K
Event2026-03-31
Filed2026-05-15
OFIX
ORTHOFIX MED INC
New
Shares4.0M
Event2026-03-31
Filed2026-05-15
AORT
ARTIVION INC
New
Shares1.2M
Event2026-03-31
Filed2026-05-15
TWIN
TWIN DISC INC
New
Shares1.0M
Event2026-03-31
Filed2026-05-15
LYTS
LSI INDS INC OHIO
New
Shares770.7K
Event2026-03-31
Filed2026-05-15
ALOT
ASTRONOVA INC
New
Shares535.2K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
BA Call
BOEING CO
New
Shares1.5K
Event2026-03-31
Filed2026-05-15

Put Option Holdings
No put option holdings data available
Juniper Investment Company, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo