Juniper Investment Company, LLC Portfolio Holdings

Juniper Investment Company, LLC

  • $227 Million
  • Q1 2025

Juniper Investment Company, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $227 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 $63.5M, Artivion, Inc. with a value of $51.6M, Lincoln Educational Services Corp with a value of $37.5M, Orthofix Medical Inc. with a value of $34.9M, and Allied Motion Technologies Inc with a value of $24.2M.

Examining the 13F form we can see an decrease of $29.8M in the current position value, from $257M to 227M.

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 $227 Million
Healthcare: $150 Million
Consumer Defensive: $37.5 Million
Technology: $31.7 Million
Industrials: $8.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$410M
$63.5 Million 27.92% of portfolio
6,939,357
Q3 2024 Added 1.54%
$1.19B
$51.6 Million 22.67% of portfolio
2,098,164
Q1 2023 Added 0.35%
$578M
$37.5 Million 16.49% of portfolio
2,363,311
Q1 2025 Reduced 15.26%
$244M
$34.9 Million 15.33% of portfolio
2,137,374
Q1 2025 Added 10.33%
$446M
$24.2 Million 10.66% of portfolio
869,149
Q4 2024 Added 14.56%
$105M
$7.76 Million 3.41% of portfolio
1,024,954
Q4 2023 Reduced 0.98%
$67.4M
$4.92 Million 2.16% of portfolio
535,203
Q2 2023 Added 14.3%
$438M
$1.87 Million 0.82% of portfolio
109,811
Q3 2024 Added 22.78%
$67.9M
$692,000 0.3% of portfolio
99,111
Q4 2024 Reduced 49.45%
$123B
$34,000 0.01% of portfolio
200
Q4 2024 New
-
$0 0.0% of portfolio
-
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $227 Million
  • Prior Value $257 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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