Q4 2025 · 13F-HR
Juniper Investment Company, LLCholdings as filed
Filed 2026-02-17 · accession 0001214659-26-001968
$290.9M
Reported value
8
Positions
2025-12-31
Period end
The Brief · Juniper Investment Company, LLC · Q4 2025
AI · grounded in 13F
Juniper Investment Company, LLC increased its stake in LYTS by 210.99%. The fund also accumulated more shares of OFIX, raising its position by 23.30%. On the selling side, the fund closed its position in POCI, reducing its holdings by $67,434, and trimmed its stake in AORT by 10.84%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 533535100 | LINC | LINCOLN EDL SVCS CORP | $57.1M | 19.6% | 2,363,311 | Common | SOLE |
| 228903100 | AORT | ARTIVION INC | $54.2M | 18.6% | 1,189,136 | Common | SOLE |
| 68752M108 | OFIX | ORTHOFIX MED INC | $53.2M | 18.3% | 3,510,333 | Common | SOLE |
| 09075A108 | BVS | BIOVENTUS INC | $51.6M | 17.8% | 6,939,357 | Common | SOLE |
| 019330109 | ALNT | ALLIENT INC | $46.7M | 16.1% | 869,149 | Common | SOLE |
| 901476101 | TWIN | TWIN DISC INC | $17.1M | 5.88% | 1,024,954 | Common | SOLE |
| 50216C108 | LYTS | LSI INDS INC OHIO | $6.3M | 2.15% | 341,504 | Common | SOLE |
| 04638F108 | ALOT | ASTRONOVA INC | $4.6M | 1.59% | 535,203 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.