Juniper Investment Company, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Juniper Investment Company, LLC reported 8 stock positions worth $290.9 million. Its top holding was Lincoln Educational Services (LINC) at 19.6% of the portfolio, followed by Artivion (AORT, 18.6%) and Orthofix Medical (OFIX, 18.3%). Compared with Q3 2025, it sold out of 1, added to 2 and reduced 1. The biggest buy was Orthofix Medical (OFIX, shares +23%) and the biggest sale Artivion (AORT, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001794034
- Portfolio Value
- $290.9M (Q4 2025)
- SEC Filing
- 0001214659-26-001968 ↗ filed Feb 17, 2026
Holdings Value
Holdings 8 stocks · $290.9M
| LINC Lincoln Educational Services | 19.62% | 2,363,311 | $57.1M | No change |
| AORT Artivion Inc. | 18.65% | 1,189,136 | $54.2M | Reduce -10.8% |
| OFIX Orthofix Medical Inc. | 18.30% | 3,510,333 | $53.2M | Add +23.3% |
| BVS Bioventus Inc. Class A | 17.75% | 6,939,357 | $51.6M | No change |
| ALNT Allient Inc. | 16.06% | 869,149 | $46.7M | No change |
| TWIN Twin Disc Inc. | 5.88% | 1,024,954 | $17.1M | No change |
| LYTS Lsi Industries Inc. | 2.15% | 341,504 | $6.3M | Add +211.0% |
| ALOT Astronova Inc. | 1.59% | 535,203 | $4.6M | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
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 |