Juniper Investment Company, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Juniper Investment Company, LLC reported 11 stock positions worth $253.5 million. Its top holding was Bioventus Class A (BVS) at 28.7% of the portfolio, followed by Artivion (AORT, 23.7%) and Lincoln Educational Services (LINC, 17.4%). Compared with Q3 2024, it opened 1 new position, sold out of 2, added to 2 and reduced 2. The biggest buy was Orthofix Medical (OFIX, shares +124%) and the biggest sale an exit from Vse (VSEC).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001794034
- Portfolio Value
- $253.5M (Q4 2024)
- SEC Filing
- 0001214659-25-002835 ↗ filed Feb 14, 2025
Holdings Value
Holdings 11 stocks · $253.5M
| BVS Bioventus Inc. Class A | 28.75% | 6,939,357 | $72.9M | No change |
| AORT Artivion Inc. | 23.67% | 2,098,164 | $60.0M | No change |
| LINC Lincoln Educational Services | 17.41% | 2,788,855 | $44.1M | Reduce -13.9% |
| OFIX Orthofix Medical Inc. | 13.35% | 1,937,249 | $33.8M | Add +123.5% |
| ALNT Allient Inc. | 8.33% | 869,149 | $21.1M | Add +14.6% |
| TWIN Twin Disc Inc. | 4.75% | 1,024,954 | $12.0M | No change |
| ALOT Astronova Inc. | 2.54% | 535,203 | $6.4M | No change |
| LYTS Lsi Industries Inc. | 0.84% | 109,811 | $2.1M | No change |
| INTT Intest Corp. | 0.34% | 99,111 | $851K | Reduce -49.5% |
| POCI Precision Optics Corp. Inc. | 0.03% | 15,502 | $75K | No change |
| BA The Boeing Co. | 0.01% | 200 | $35K | New |
Options reported separately and not counted above: BA calls ($354K).
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
Options Activity Q3 2024 → Q4 2024
| BA The Boeing Co. | call | New | 2,000 | $354K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |