Juniper Investment Company, LLC Portfolio Holdings

Juniper Investment Company, LLC

  • $246 Million
  • Q3 2024

Juniper Investment Company, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $246 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bioventus Inc. with a value of $82.9M, Artivion, Inc. with a value of $55.9M, Lincoln Educational Services Corp with a value of $38.7M, Allied Motion Technologies Inc with a value of $21.2M, and Orthofix Medical Inc. with a value of $13.5M.

Examining the 13F form we can see an increase of $35.7M in the current position value, from $210M 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: $153 Million
Consumer Defensive: $38.7 Million
Technology: $31.6 Million
Industrials: $22.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$722M
$82.9 Million 33.68% of portfolio
6,939,357
Q3 2024 Added 1.54%
$1.14B
$55.9 Million 22.69% of portfolio
2,098,164
Q1 2023 Added 0.35%
$433M
$38.7 Million 15.7% of portfolio
3,237,451
Q3 2024 Reduced 2.47%
$446M
$21.2 Million 8.59% of portfolio
758,652
Q1 2024 Added 12.23%
$378M
$13.5 Million 5.5% of portfolio
866,593
Q3 2024 Added 180.19%
$157M
$12.8 Million 5.2% of portfolio
1,024,954
Q4 2023 Reduced 0.98%
$1.5B
$9.97 Million 4.05% of portfolio
120,512
Q3 2024 Reduced 61.36%
$109M
$7.2 Million 2.93% of portfolio
535,203
Q2 2023 Added 14.3%
$554M
$1.77 Million 0.72% of portfolio
109,811
Q3 2024 Added 22.78%
$85.2M
$1.43 Million 0.58% of portfolio
196,049
Q3 2024 Reduced 29.32%
$43.3M
$896,000 0.36% of portfolio
1,318,944
Q2 2024 Added 278.57%
-
$0 0.0% of portfolio
-
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $246 Million
  • Prior Value $210 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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