Juniper Capital Advisors, L.P.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Juniper Capital Advisors, L.P. reported 2 stock positions worth $305.2 million. Its top holding was Baytex Energy (BTE) at 100.0% of the portfolio, followed by Pedevco (PED, 0.0%). Compared with Q3 2025, it opened 1 new position and reduced 1. The biggest buy was a new position in Pedevco (PED) and the biggest sale Baytex Energy (BTE, shares −7%).

Most Recent 13F
Q2 2026
Location
Houston, TX
CIK
0002011609
Portfolio Value
$305.2M (Q4 2025)
SEC Filing
0001213900-26-016979 ↗ filed Feb 17, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $367.3M Q1 2024 Q2 2024: $352.1M Q2 2024 Q3 2024: $300.5M Q3 2024 Q4 2024: $261.0M Q4 2024 Q1 2025: $225.6M Q1 2025 Q2 2025: $181.1M Q2 2025 Q3 2025: $236.8M Q3 2025 Q4 2025: $305.2M $305.2M Q4 2025 Q1 2026: $332.0M Q1 2026 Q2 2026: $217.9M Q2 2026

Holdings 2 stocks · $305.2M

BTE Baytex Energy Corp. 99.96% 94,451,853 $305.1M Reduce -6.7%
PED Pedevco Corp. 0.04% 196,359 $110K New

Portfolio Sells Q3 2025 → Q4 2025

BTE Baytex Energy Corp. Reduce -6.7% 99.96% −0.04

Portfolio Buys Q3 2025 → Q4 2025

PED Pedevco Corp. New 0.04% +0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$217.9MBTE, PED
Q1 2026 2$332.0MBTE, PED
Q4 2025 2$305.2MBTE, PED
Q3 2025 1$236.8MBTE
Q2 2025 1$181.1MBTE
Q1 2025 1$225.6MBTE
Q4 2024 1$261.0MBTE
Q3 2024 1$300.5MBTE
Q2 2024 1$352.1MBTE
Q1 2024 1$367.3MBTE