Juniper Capital Advisors, L.P.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Juniper Capital Advisors, L.P. reported 2 stock positions worth $332.0 million. Its top holding was Baytex Energy (BTE) at 66.9% of the portfolio, followed by Pedevco (PED, 33.1%). Compared with Q4 2025, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in Pedevco (PED) and the biggest sale Baytex Energy (BTE, shares −47%).