Juniper Investment Company, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Juniper Investment Company, LLC reported 12 stock positions worth $208.6 million. Its top holding was Artivion (AORT) at 25.8% of the portfolio, followed by Lincoln Educational Services (LINC, 18.9%) and Bioventus Class A (BVS, 18.8%). Compared with Q1 2024, it opened 2 new positions, added to 3 and reduced 1. The biggest buy was a new position in Orthofix Medical (OFIX) and the biggest sale Vse (VSEC, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001794034
- Portfolio Value
- $208.6M (Q2 2024)
- SEC Filing
- 0001214659-24-014678 ↗ filed Aug 14, 2024
Holdings Value
Holdings 12 stocks · $208.6M
| AORT Artivion Inc. | 25.80% | 2,098,164 | $53.8M | No change |
| LINC Lincoln Educational Services | 18.88% | 3,319,534 | $39.4M | No change |
| BVS Bioventus Inc. Class A | 18.84% | 6,833,857 | $39.3M | No change |
| VSEC Vse Corp. | 13.20% | 311,859 | $27.5M | Reduce -14.4% |
| ALNT Allient Inc. | 9.19% | 758,652 | $19.2M | No change |
| TWIN Twin Disc Inc. | 5.79% | 1,024,954 | $12.1M | No change |
| ALOT Astronova Inc. | 3.96% | 535,203 | $8.3M | No change |
| OFIX Orthofix Medical Inc. | 1.97% | 309,285 | $4.1M | New |
| INTT Intest Corp. | 1.31% | 277,361 | $2.7M | Add +37.3% |
| LYTS Lsi Industries Inc. | 0.62% | 89,436 | $1.3M | Add +40.0% |
| XTNT Xtant Medical Holdings Inc. | 0.40% | 1,318,944 | $831K | Add +278.6% |
| POCI Precision Optics Corp. Inc. | 0.04% | 15,502 | $91K | New |
Portfolio Sells Q1 2024 → Q2 2024
| VSEC Vse Corp. | Reduce -14.4% | 13.20% | −1.30 |
Portfolio Buys Q1 2024 → Q2 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $377.5M | LINC, ALNT, BVS, AORT, OFIX |
| Q1 2026 | 8 | $313.1M | LINC, BVS, ALNT, OFIX, AORT |
| Q4 2025 | 8 | $290.9M | LINC, AORT, OFIX, BVS, ALNT |
| Q3 2025 | 9 | $261.4M | AORT, LINC, BVS, OFIX, ALNT |
| Q2 2025 | 11 | $242.6M | AORT, LINC, BVS, ALNT, OFIX |
| Q1 2025 | 11 | $221.9M | BVS, AORT, LINC, OFIX, ALNT |
| Q4 2024 | 11 | $253.5M | BVS, AORT, LINC, OFIX, ALNT |
| Q3 2024 | 12 | $239.5M | BVS, AORT, LINC, ALNT, OFIX |
| Q2 2024 | 12 | $208.6M | AORT, LINC, BVS, VSEC, ALNT |
| Q1 2024 | 10 | $201.0M | AORT, BVS, LINC, VSEC, ALNT |