Institutional
Juniper Investment Company, LLC
CIK 0001794034
$313.4M
Reported AUM
9
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Juniper Investment Company, LLC · Q1 2026
AI · grounded in 13F
Juniper Investment Company, LLC increased its stake in LYTS by 125.69%. The fund established a new position in BA valued at $298,545. Additionally, the fund trimmed its holdings in LINC and ALNT by 17.98% and 8.43% respectively.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | LINC | LINCOLN EDL SVCS CORP | $47.99 | -5.16% | 108.20% | 591.50% | $78.9M | 25.16% | −425,000 | −18.0% |
| 2 | BVS | BIOVENTUS INC | $9.04 | 3.91% | 35.13% | -42.01% | $63.4M | 20.22% | — | HELD |
| 3 | ALNT | ALLIENT INC | $84.86 | -5.50% | 166.66% | 162.38% | $47.0M | 15.01% | −73,227 | −8.4% |
| 4 | OFIX | ORTHOFIX MED INC | $10.29 | -0.48% | -6.20% | -74.11% | $45.6M | 14.56% | +466,626 | +13.3% |
| 5 | AORT | ARTIVION INC | $20.12 | -3.45% | -30.50% | -25.48% | $43.5M | 13.89% | — | HELD |
| 6 | TWIN | TWIN DISC INC | $19.91 | 6.70% | 172.27% | 40.22% | $15.4M | 4.93% | — | HELD |
| 7 | LYTS | LSI INDS INC OHIO | $22.55 | -2.55% | 39.97% | 224.25% | $14.3M | 4.57% | +429,245 | +125.7% |
| 8 | ALOT | ASTRONOVA INC | $14.49 | -4.86% | 56.31% | -9.72% | $4.9M | 1.57% | — | HELD |
| 9 | BA | BOEING CO | $215.45 | -0.91% | 2.21% | -4.87% | $299K | 0.10% | +1,500 | NEW |
Source: SEC EDGAR · accession 0001214659-26-006457. 13F discloses long positions only — shorts, foreign equities, and options are excluded.