Juniper Investment Company, LLC Portfolio Holdings

Juniper Investment Company, LLC

  • $236 Million
  • Q2 2025

Juniper Investment Company, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $236 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Artivion, Inc. with a value of $65.1M, Lincoln Educational Services Corp with a value of $54.5M, Bioventus Inc. with a value of $45.9M, Orthofix Medical Inc. with a value of $27.5M, and Allied Motion Technologies Inc with a value of $24.2M.

Examining the 13F form we can see an increase of $8.36M in the current position value, from $227M to 236M.

Juniper Investment Company, LLC is based out at New York, NY

Below you can find more details about Juniper Investment Company, LLC portfolio as well as his latest detailed transactions.

Portfolio value $236 Million
Healthcare: $139 Million
Consumer Defensive: $54.5 Million
Technology: $33 Million
Industrials: $9.72 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.74B
$65.1 Million 27.62% of portfolio
2,093,949
Q2 2025 Reduced 0.2%
$541M
$54.5 Million 23.1% of portfolio
2,363,311
Q1 2025 Reduced 15.26%
$451M
$45.9 Million 19.48% of portfolio
6,939,357
Q3 2024 Added 1.54%
$276M
$27.5 Million 11.68% of portfolio
2,469,326
Q2 2025 Added 15.53%
$446M
$24.2 Million 10.28% of portfolio
869,149
Q4 2024 Added 14.56%
$123M
$9.05 Million 3.84% of portfolio
1,024,954
Q4 2023 Reduced 0.98%
$84.8M
$6.2 Million 2.63% of portfolio
535,203
Q2 2023 Added 14.3%
$523M
$1.87 Million 0.79% of portfolio
109,811
Q3 2024 Added 22.78%
$78.2M
$721,000 0.31% of portfolio
99,111
Q4 2024 Reduced 49.45%
$139B
$41,000 0.02% of portfolio
200
Q4 2024 New
-
$0 0.0% of portfolio
-
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $236 Million
  • Prior Value $227 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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