Juniper Investment Company, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Juniper Investment Company, LLC reported 8 stock positions worth $313.1 million. Its top holding was Lincoln Educational Services (LINC) at 25.2% of the portfolio, followed by Bioventus Class A (BVS, 20.2%) and Allient (ALNT, 15.0%). Compared with Q4 2025, it added to 2 and reduced 2. The biggest buy was Lsi Industries (LYTS, shares +126%) and the biggest sale Allient (ALNT, shares −8%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001794034
Portfolio Value
$313.1M (Q1 2026)
SEC Filing
0001214659-26-006457 ↗ filed May 15, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $201.0M Q1 2024 Q2 2024: $208.6M Q2 2024 Q3 2024: $239.5M Q3 2024 Q4 2024: $253.5M Q4 2024 Q1 2025: $221.9M Q1 2025 Q2 2025: $242.6M Q2 2025 Q3 2025: $261.4M Q3 2025 Q4 2025: $290.9M Q4 2025 Q1 2026: $313.1M $313.1M Q1 2026 Q2 2026: $377.5M Q2 2026

Holdings 8 stocks · $313.1M
LINC Lincoln Educational Services 25.18% 1,938,311 $78.9M Reduce -18.0%
BVS Bioventus Inc. Class A 20.24% 6,939,357 $63.4M No change
ALNT Allient Inc. 15.02% 795,922 $47.0M Reduce -8.4%
OFIX Orthofix Medical Inc. 14.57% 3,976,959 $45.6M Add +13.3%
AORT Artivion Inc. 13.91% 1,189,136 $43.5M No change
TWIN Twin Disc Inc. 4.93% 1,024,954 $15.4M No change
LYTS Lsi Industries Inc. 4.58% 770,749 $14.3M Add +125.7%
ALOT Astronova Inc. 1.57% 535,203 $4.9M No change

Options reported separately and not counted above: BA calls ($299K).

Portfolio Sells Q4 2025 → Q1 2026
ALNT Allient Inc. Reduce -8.4% 15.02% −1.04
LINC Lincoln Educational Services Reduce -18.0% 25.18% +5.56

Portfolio Buys Q4 2025 → Q1 2026
LYTS Lsi Industries Inc. Add +125.7% 4.58% +2.43
OFIX Orthofix Medical Inc. Add +13.3% 14.57% −3.73

Options Activity Q4 2025 → Q1 2026
BA The Boeing Co. call New 1,500 $299K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 10$377.5MLINC, ALNT, BVS, AORT, OFIX
Q1 2026 8$313.1MLINC, BVS, ALNT, OFIX, AORT
Q4 2025 8$290.9MLINC, AORT, OFIX, BVS, ALNT
Q3 2025 9$261.4MAORT, LINC, BVS, OFIX, ALNT
Q2 2025 11$242.6MAORT, LINC, BVS, ALNT, OFIX
Q1 2025 11$221.9MBVS, AORT, LINC, OFIX, ALNT
Q4 2024 11$253.5MBVS, AORT, LINC, OFIX, ALNT
Q3 2024 12$239.5MBVS, AORT, LINC, ALNT, OFIX
Q2 2024 12$208.6MAORT, LINC, BVS, VSEC, ALNT
Q1 2024 10$201.0MAORT, BVS, LINC, VSEC, ALNT