Juniper Investment Company, LLC Portfolio Holdings

Juniper Investment Company, LLC

  • $246 Million
  • Q3 2025

Juniper Investment Company, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $246 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Artivion, Inc. with a value of $56.5M, Lincoln Educational Services Corp with a value of $55M, Bioventus Inc. with a value of $46.4M, Orthofix Medical Inc. with a value of $41.7M, and Allied Motion Technologies Inc with a value of $24.2M.

Examining the 13F form we can see an increase of $10.2M in the current position value, from $236M to 246M.

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 $246 Million
Healthcare: $145 Million
Consumer Defensive: $55 Million
Technology: $32.1 Million
Industrials: $14.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.84B
$56.5 Million 22.95% of portfolio
1,333,692
Q3 2025 Reduced 36.31%
$563M
$55 Million 22.34% of portfolio
2,363,311
Q1 2025 Reduced 15.26%
$453M
$46.4 Million 18.87% of portfolio
6,939,357
Q3 2024 Added 1.54%
$299M
$41.7 Million 16.94% of portfolio
2,847,055
Q3 2025 Added 15.3%
$446M
$24.2 Million 9.85% of portfolio
869,149
Q4 2024 Added 14.56%
$212M
$14.4 Million 5.87% of portfolio
1,024,954
Q4 2023 Reduced 0.98%
$65.2M
$5.26 Million 2.14% of portfolio
535,203
Q2 2023 Added 14.3%
$495M
$2.58 Million 1.05% of portfolio
109,811
Q3 2024 Added 22.78%
-
$0 0.0% of portfolio
-
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $246 Million
  • Prior Value $236 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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