StockDriftsStockDriftsTop 10 Juniper Investment Company LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LINC | LINCOLN EDL SVCS CORP | 22.91% | 1.73M | $86.5M | -10.59%(-205.34K) | $5.37(+457.91%) | 2026-06-30 | |
| ALNT | ALLIENT INC | 20.79% | 762.3K | $78.5M | -4.22%(-33.62K) | $26.81(+315.55%) | 2026-06-30 | |
| BVS | BIOVENTUS INC | 17.35% | 6.94M | $65.5M | +0.00%(+0) | $8.11(+75.74%) | 2026-06-30 | |
| AORT | ARTIVION INC | 12.02% | 2.02M | $45.4M | +69.86%(+830.75K) | $27.46(+6.11%) | 2026-06-30 | |
| OFIX | ORTHOFIX MED INC | 10.76% | 4.44M | $40.6M | +11.71%(+465.58K) | $14.33(-27.86%) | 2026-06-30 | |
| TWIN | TWIN DISC INC | 6.3% | 1.02M | $23.8M | +0.00%(+0) | $9.30(+163.73%) | 2026-06-30 | |
| LYTS | LSI INDS INC OHIO | 5.5% | 781.4K | $20.8M | +1.38%(+10.65K) | $18.77(+32.45%) | 2026-06-30 | |
| ALOT | ASTRONOVA INC | 4.04% | 535.2K | $15.2M | +0.00%(+0) | $12.87(+124.67%) | 2026-06-30 | |
| MG | MISTRAS GROUP INC | 0.28% | 61.1K | $1.1M | new | $16.03(+12.88%) | 2026-06-30 | |
| BSX | BOSTON SCIENTIFIC CORP | 0.05% | 4.1K | $175K | new | $52.81(-1.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +41.49% | +183.27% | +18.04% | +129.14% |
| Top 20 Holdings Unweighted | +33.27% | +136.67% | +21.47% | +164.46% |
Juniper Investment Company LLC reports $377.60M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are LINC (22.9%), ALNT (20.8%) and BVS (17.4%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +183.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Juniper Investment Company LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Juniper Investment Company LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1794034). View Juniper Investment Company LLC’s 13F filings on SEC