Juniper Investment Company, LLC
Portfolio value QoQ: +20.5% 13F does not disclose cash
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 4.05% Est. buys $24,585,090 · sells $14,005,458
Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 73.3% still held
Performance vs S&P 500
Annualized: +60.2% · S&P 500: +28.7%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Sector breakdown
Full portfolio 11 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| LINC | $86,475,003 | 22.90% | 1,732,966 | $7,624,512 | Down ×2 | ||
| ALNT | $78,464,054 | 20.78% | 762,305 | $31,433,023 | Down ×2 | ||
| BVS | $65,507,530 | 17.35% | 6,939,357 | $2,151,201 | |||
| AORT | $45,386,816 | 12.02% | 2,019,885 | $1,840,656 | Up ×1 | ||
| OFIX | $40,604,843 | 10.75% | 4,442,543 | $-5,010,877 | Up ×6 | ||
| TWIN | $23,778,933 | 6.30% | 1,024,954 | $8,332,876 | |||
| LYTS | $20,769,585 | 5.50% | 781,399 | $6,433,654 | Up ×3 | ||
| ALOT | $15,237,229 | 4.04% | 535,203 | $10,318,713 | |||
| MG | $1,068,081 | 0.28% | 61,138 | Up ×1 | |||
| BSX | $174,988 | 0.05% | 4,100 | Up ×1 | |||
| BSX | $136,576 | 0.04% | 3,200 | Call option | Up ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.