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Juniper Investment Company, LLC

Q4 2025 · Filed 2026-02-17
Market Value
$291M
+11.3%
Holdings
9
-2
New Purchases
0
Added To
2
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
11.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
OFIX 18.30% 15.94% +2.35% $53M
ALNT 16.06% 14.88% +1.18% $47M
LYTS 2.15% 0.99% +1.16% $6M
TWIN 5.88% 5.47% +0.41% $17M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AORT 18.65% 21.60% -2.95% $54M
LINC 19.62% 21.24% -1.62% $57M
ALOT 1.59% 2.10% -0.50% $5M
POCI 0.00% 0.03% -0.03% $0
BVS 17.75% 17.76% -0.01% $52M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Small Cap 6 $269M 92.5%
Micro Cap 3 $22M 7.5%

Portfolio Analytics

Avg Market Cap
$652M
Median Market Cap
$629M
Avg P/E
44.2
Median P/E
37.6
Avg Dividend Yield
0.00%
Avg Beta
0.85
# Stocks
9
# ETFs / Funds
0

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LINC 19.62% 2,363,311 $57M $24.15 $2M
2 AORT 18.65% 1,189,136 $54M $45.61 -$2M -144,556 -10.8%
3 OFIX 18.30% 3,510,333 $53M $15.16 $12M +663,278 +23.3%
4 BVS 17.75% 6,939,357 $52M $7.44 $5M
5 ALNT 16.06% 869,149 $47M $53.75 $8M
6 TWIN 5.88% 1,024,954 $17M $16.68 $3M
7 LYTS 2.15% 341,504 $6M $18.32 $4M +231,693 +211.0%
8 ALOT 1.59% 535,203 $5M $8.65 -$851K
9 POCI —% -$67K -15,502 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
POCI —%
View SEC EDGAR Filings for Juniper Investment Company, LLC →

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