— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Juniper Investment Company, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$243M
+9.3%
Holdings
11
New Purchases
0
Added To
1
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LINC 22.46% 16.90% +5.55% $54M
ALNT 13.01% 8.61% +4.40% $32M
AORT 26.84% 23.24% +3.60% $65M
ALOT 2.56% 2.22% +0.34% $6M
TWIN 3.73% 3.50% +0.23% $9M
POCI 0.03% 0.03% +0.00% $76K
BA 0.02% 0.02% +0.00% $42K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BVS 18.94% 28.62% -9.68% $46M
OFIX 11.35% 15.71% -4.36% $28M
LYTS 0.77% 0.84% -0.07% $2M
INTT 0.30% 0.31% -0.01% $722K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $42K 0.0%
Small Cap 6 $226M 93.4%
Micro Cap 4 $16M 6.6%

Portfolio Analytics

Avg Market Cap
$16.3B
Median Market Cap
$629M
Avg P/E
91.6
Median P/E
55.8
Avg Dividend Yield
0.00%
Avg Beta
0.95
# Stocks
11
# ETFs / Funds
0

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AORT 26.84% 2,093,949 $65M $31.10 $14M -4,215 -0.2%
2 LINC 22.46% 2,363,311 $54M $23.05 $17M
3 BVS 18.94% 6,939,357 $46M $6.62 -$18M
4 ALNT 13.01% 869,149 $32M $36.31 $12M
5 OFIX 11.35% 2,469,326 $28M $11.15 -$7M +331,952 +15.5%
6 TWIN 3.73% 1,024,954 $9M $8.83 $1M
7 ALOT 2.56% 535,203 $6M $11.59 $1M
8 LYTS 0.77% 109,811 $2M $17.01 $1K
9 INTT 0.30% 99,111 $722K $7.28 $29K
10 POCI 0.03% 15,502 $76K $4.90 $12K
11 BA 0.02% 200 $42K $209.53 $8K
View SEC EDGAR Filings for Juniper Investment Company, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms