Juniper Investment Company, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Juniper Investment Company, LLC reported 10 stock positions worth $377.5 million. Its top holding was Lincoln Educational Services (LINC) at 22.9% of the portfolio, followed by Allient (ALNT, 20.8%) and Bioventus Class A (BVS, 17.4%). Compared with Q1 2026, it opened 2 new positions, added to 3 and reduced 2. The biggest buy was Lsi Industries (LYTS, shares +1%) and the biggest sale Lincoln Educational Services (LINC, shares −11%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001794034
Portfolio Value
$377.5M (Q2 2026)
SEC Filing
0001214659-26-010370 ↗ filed Aug 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $201.0M Q1 2024 Q2 2024: $208.6M Q2 2024 Q3 2024: $239.5M Q3 2024 Q4 2024: $253.5M Q4 2024 Q1 2025: $221.9M Q1 2025 Q2 2025: $242.6M Q2 2025 Q3 2025: $261.4M Q3 2025 Q4 2025: $290.9M Q4 2025 Q1 2026: $313.1M Q1 2026 Q2 2026: $377.5M $377.5M Q2 2026

Holdings 10 stocks · $377.5M
LINC Lincoln Educational Services 22.91% 1,732,966 $86.5M Reduce -10.6%
ALNT Allient Inc. 20.79% 762,305 $78.5M Reduce -4.2%
BVS Bioventus Inc. Class A 17.35% 6,939,357 $65.5M No change
AORT Artivion Inc. 12.02% 2,019,885 $45.4M Add +69.9%
OFIX Orthofix Medical Inc. 10.76% 4,442,543 $40.6M Add +11.7%
TWIN Twin Disc Inc. 6.30% 1,024,954 $23.8M No change
LYTS Lsi Industries Inc. 5.50% 781,399 $20.8M Add +1.4%
ALOT Astronova Inc. 4.04% 535,203 $15.2M No change
MG Mistras Group Inc. 0.28% 61,138 $1.1M New
BSX Boston Scientific Corp. 0.05% 4,100 $175K New

Options reported separately and not counted above: BSX calls ($137K).

Portfolio Sells Q1 2026 → Q2 2026
LINC Lincoln Educational Services Reduce -10.6% 22.91% −2.27
ALNT Allient Inc. Reduce -4.2% 20.79% +5.77

Portfolio Buys Q1 2026 → Q2 2026
LYTS Lsi Industries Inc. Add +1.4% 5.50% +0.92
MG Mistras Group Inc. New 0.28% +0.28
BSX Boston Scientific Corp. New 0.05% +0.05
AORT Artivion Inc. Add +69.9% 12.02% −1.88
OFIX Orthofix Medical Inc. Add +11.7% 10.76% −3.81

Options Activity Q1 2026 → Q2 2026
BA The Boeing Co. call Sold out 1,500 $299Kbefore exit
BSX Boston Scientific Corp. call New 3,200 $137K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 10$377.5MLINC, ALNT, BVS, AORT, OFIX
Q1 2026 8$313.1MLINC, BVS, ALNT, OFIX, AORT
Q4 2025 8$290.9MLINC, AORT, OFIX, BVS, ALNT
Q3 2025 9$261.4MAORT, LINC, BVS, OFIX, ALNT
Q2 2025 11$242.6MAORT, LINC, BVS, ALNT, OFIX
Q1 2025 11$221.9MBVS, AORT, LINC, OFIX, ALNT
Q4 2024 11$253.5MBVS, AORT, LINC, OFIX, ALNT
Q3 2024 12$239.5MBVS, AORT, LINC, ALNT, OFIX
Q2 2024 12$208.6MAORT, LINC, BVS, VSEC, ALNT
Q1 2024 10$201.0MAORT, BVS, LINC, VSEC, ALNT