Juniper Investment Company, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Juniper Investment Company, LLC reported 11 stock positions worth $221.9 million. Its top holding was Bioventus Class A (BVS) at 28.6% of the portfolio, followed by Artivion (AORT, 23.2%) and Lincoln Educational Services (LINC, 16.9%). Compared with Q4 2024, it added to 1 and reduced 1. The biggest buy was Orthofix Medical (OFIX, shares +10%) and the biggest sale Lincoln Educational Services (LINC, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001794034
- Portfolio Value
- $221.9M (Q1 2025)
- SEC Filing
- 0001214659-25-007824 ↗ filed May 15, 2025
Holdings Value
Holdings 11 stocks · $221.9M
| BVS Bioventus Inc. Class A | 28.62% | 6,939,357 | $63.5M | No change |
| AORT Artivion Inc. | 23.24% | 2,098,164 | $51.6M | No change |
| LINC Lincoln Educational Services | 16.90% | 2,363,311 | $37.5M | Reduce -15.3% |
| OFIX Orthofix Medical Inc. | 15.71% | 2,137,374 | $34.9M | Add +10.3% |
| ALNT Allient Inc. | 8.61% | 869,149 | $19.1M | No change |
| TWIN Twin Disc Inc. | 3.50% | 1,024,954 | $7.8M | No change |
| ALOT Astronova Inc. | 2.22% | 535,203 | $4.9M | No change |
| LYTS Lsi Industries Inc. | 0.84% | 109,811 | $1.9M | No change |
| INTT Intest Corp. | 0.31% | 99,111 | $693K | No change |
| POCI Precision Optics Corp. Inc. | 0.03% | 15,502 | $64K | No change |
| BA The Boeing Co. | 0.02% | 200 | $34K | No change |
Options reported separately and not counted above: BA calls ($512K).
Portfolio Sells Q4 2024 → Q1 2025
| LINC Lincoln Educational Services | Reduce -15.3% | 16.90% | −0.50 |
Portfolio Buys Q4 2024 → Q1 2025
| OFIX Orthofix Medical Inc. | Add +10.3% | 15.71% | +2.37 |
Options Activity Q4 2024 → Q1 2025
| BA The Boeing Co. | call | Add +50.0% | 3,000 | $512K |
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 |