Juniper Investment Company, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Juniper Investment Company, LLC reported 11 stock positions worth $242.6 million. Its top holding was Artivion (AORT) at 26.8% of the portfolio, followed by Lincoln Educational Services (LINC, 22.5%) and Bioventus Class A (BVS, 18.9%). Compared with Q1 2025, it added to 1 and reduced 1. The biggest buy was Orthofix Medical (OFIX, shares +16%) and the biggest sale Artivion (AORT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001794034
- Portfolio Value
- $242.6M (Q2 2025)
- SEC Filing
- 0001214659-25-012219 ↗ filed Aug 14, 2025
Holdings Value
Holdings 11 stocks · $242.6M
| AORT Artivion Inc. | 26.84% | 2,093,949 | $65.1M | Reduce -0.2% |
| LINC Lincoln Educational Services | 22.46% | 2,363,311 | $54.5M | No change |
| BVS Bioventus Inc. Class A | 18.94% | 6,939,357 | $45.9M | No change |
| ALNT Allient Inc. | 13.01% | 869,149 | $31.6M | No change |
| OFIX Orthofix Medical Inc. | 11.35% | 2,469,326 | $27.5M | Add +15.5% |
| TWIN Twin Disc Inc. | 3.73% | 1,024,954 | $9.1M | No change |
| ALOT Astronova Inc. | 2.56% | 535,203 | $6.2M | No change |
| LYTS Lsi Industries Inc. | 0.77% | 109,811 | $1.9M | No change |
| INTT Intest Corp. | 0.30% | 99,111 | $722K | No change |
| POCI Precision Optics Corp. Inc. | 0.03% | 15,502 | $76K | No change |
| BA The Boeing Co. | 0.02% | 200 | $42K | No change |
Options reported separately and not counted above: BA calls ($629K).
Portfolio Sells Q1 2025 → Q2 2025
| AORT Artivion Inc. | Reduce -0.2% | 26.84% | +3.60 |
Portfolio Buys Q1 2025 → Q2 2025
| OFIX Orthofix Medical Inc. | Add +15.5% | 11.35% | −4.36 |
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 |