2026 Q2 Portfolio Activity
In 2026 Q2, Juniper Investment Company, LLC maintained a portfolio of 12 distinct positions. The most significant new addition was MISTRAS GROUP INC, now representing 0.28% of the total fund value. They heavily accumulated shares in ARTIVION INC, increasing the position by 69.9%.
Position History
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Total Positions
12
Quarter
2026 Q2
Top Holding
LINC (22.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-12 of 12
Juniper Investment Company, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
LINC
LINCOLN EDL SVC...
|
Consumer Defensive | 22.90% | 25.16% |
#1
Prev: #1
|
6.5 |
—
|
-205,345 | -10.6% |
P
S
|
1,732,966 | $86,475,003 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALNT
ALLIENT INC
|
Technology | 20.78% | 15.01% |
#2
1
Prev: #3
|
6.0 |
—
|
-33,617 | -4.2% |
P
S
|
762,305 | $78,464,054 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BVS
BIOVENTUS INC
|
Healthcare | 17.35% | 20.22% |
#3
1
Prev: #2
|
6.0 |
—
|
no change | no change |
P
S
|
6,939,357 | $65,507,530 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AORT
ARTIVION INC
|
Healthcare | 12.02% | 13.89% |
#4
1
Prev: #5
|
7.5 |
—
|
830,749 | 69.9% |
P
S
|
2,019,885 | $45,386,816 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OFIX
ORTHOFIX MED IN...
|
Healthcare | 10.75% | 14.56% |
#5
1
Prev: #4
|
6.5 |
—
|
465,584 | 11.7% |
P
S
|
4,442,543 | $40,604,843 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TWIN
TWIN DISC INC
|
Industrials | 6.30% | 4.93% |
#6
Prev: #6
|
3.5 |
—
|
no change | no change |
P
S
|
1,024,954 | $23,778,933 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LYTS
LSI INDS INC OH...
|
Technology | 5.50% | 4.57% |
#7
Prev: #7
|
2.7 |
—
|
10,650 | 1.4% |
P
S
|
781,399 | $20,769,585 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALOT
ASTRONOVA INC
|
Technology | 4.04% | 1.57% |
#8
Prev: #8
|
2.6 |
—
|
no change | no change |
P
S
|
535,203 | $15,237,229 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MG
MISTRAS GROUP I...
|
Industrials | 0.28% | — |
#9
Prev: #—
|
3.6 |
—
|
61,138 | — |
NEW
|
61,138 | $1,068,081 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 0.05% | — |
#10
Prev: #—
|
3.5 |
—
|
4,100 | — |
NEW
|
4,100 | $174,988 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BSX
CALL
BOSTON SCIENTIF...
|
CALL Option | 0.04% | — |
#11
Prev: #—
|
3.5 |
—
|
3,200 | — |
NEW
|
3,200 | $136,576 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BA
CALL
BOEING CO
|
CALL Option | 0.00% | 0.10% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-1,500 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-12 of 12 holdings