Juniper Investment Company, LLC
CIK 0001794034
Annualised vol
4.948464%
Beta
0.020821
HHI
1603.586791
Top-10 weight
99.963831%
VaR 95%
0.234235%
VaR 99%
0.952946%
Max drawdown
9.422828%
Matched value
56.810093%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| ALNT | REDUCED | 762,305 | 795,922 | -4.22% | 78,464,054 |
| BVS | UNCHANGED | 6,939,357 | 6,939,357 | 0.0% | 65,507,530 |
| AORT | ADDED | 2,019,885 | 1,189,136 | 69.86% | 45,386,816 |
| TWIN | UNCHANGED | 1,024,954 | 1,024,954 | 0.0% | 23,778,933 |
| MG | NEW | 61,138 | - | - | 1,068,081 |
| BSX | NEW | 7,300 | - | - | 311,564 |
| BA | CLOSED OUT | 0 | 1,500 | -100.0% | 0 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| - | LINCOLN EDL SVCS CORP | COM | 533535100 | 86,475,003 | 22.9 | 1732966.0 | |
| ALNT | REDUCED | ALLIENT INC | COM | 019330109 | 78,464,054 | 20.78 | 762305.0 |
| BVS | UNCHANGED | BIOVENTUS INC | COM CL A | 09075A108 | 65,507,530 | 17.35 | 6939357.0 |
| AORT | ADDED | ARTIVION INC | COM | 228903100 | 45,386,816 | 12.02 | 2019885.0 |
| - | ORTHOFIX MED INC | COM | 68752M108 | 40,604,843 | 10.75 | 4442543.0 | |
| TWIN | UNCHANGED | TWIN DISC INC | COM | 901476101 | 23,778,933 | 6.3 | 1024954.0 |
| - | LSI INDS INC OHIO | COM | 50216C108 | 20,769,585 | 5.5 | 781399.0 | |
| - | ASTRONOVA INC | COM | 04638F108 | 15,237,229 | 4.04 | 535203.0 | |
| MG | NEW | MISTRAS GROUP INC | COM | 60649T107 | 1,068,081 | 0.28 | 61138.0 |
| BSX | NEW | BOSTON SCIENTIFIC CORP | COM | 101137107 | 174,988 | 0.05 | 4100.0 |
| BSX | NEW | BOSTON SCIENTIFIC CORP | COM | 101137107 | 136,576 | 0.04 | 3200.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | 377,603,638 | 11 | 4.948464 | 0.020821 | 9.422828 |
| 2026-03-31 | 2026-05-15 | 313,398,780 | 9 | 5.170031 | 0.023148 | 10.290605 |
| 2025-12-31 | 2026-02-17 | 290,854,769 | 8 | 5.767026 | 0.027454 | 13.642363 |
| 2025-09-30 | 2025-11-14 | 261,434,338 | 9 | 6.230925 | 0.030789 | 15.670224 |
| 2025-03-31 | 2025-05-15 | 222,385,283 | 12 | 7.319995 | 0.036427 | 16.718309 |
| 2024-12-31 | 2025-02-14 | 253,815,760 | 12 | 7.40936 | 0.035926 | 17.028248 |