2026 Q1 Portfolio Activity
In 2026 Q1, Juniper Investment Company, LLC maintained a portfolio of 9 distinct positions. The most significant new addition was BOEING CO, now representing 0.10% of the total fund value. They heavily accumulated shares in LSI INDS INC OHIO, increasing the position by 125.7%.
Position History
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Total Positions
9
Quarter
2026 Q1
Top Holding
LINC (25.2%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-9 of 9
Juniper Investment Company, LLC Full Holdings List — 2026 Q1
| 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 | 25.16% | 19.62% |
#1
Prev: #1
|
6.5 |
—
|
-425,000 | -18.0% |
P
S
|
1,938,311 | $78,850,491 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BVS
BIOVENTUS INC
|
Healthcare | 20.22% | 17.75% |
#2
2
Prev: #4
|
6.5 |
—
|
no change | no change |
P
S
|
6,939,357 | $63,356,329 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALNT
ALLIENT INC
|
Technology | 15.01% | 16.06% |
#3
2
Prev: #5
|
5.5 |
—
|
-73,227 | -8.4% |
P
S
|
795,922 | $47,031,031 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OFIX
ORTHOFIX MED IN...
|
Healthcare | 14.56% | 18.30% |
#4
1
Prev: #3
|
6.5 |
—
|
466,626 | 13.3% |
P
S
|
3,976,959 | $45,615,720 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AORT
ARTIVION INC
|
Healthcare | 13.89% | 18.65% |
#5
3
Prev: #2
|
5.5 |
—
|
no change | no change |
P
S
|
1,189,136 | $43,546,160 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TWIN
TWIN DISC INC
|
Industrials | 4.93% | 5.88% |
#6
Prev: #6
|
3.0 |
—
|
no change | no change |
P
S
|
1,024,954 | $15,446,057 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LYTS
LSI INDS INC OH...
|
Technology | 4.57% | 2.15% |
#7
Prev: #7
|
4.8 |
—
|
429,245 | 125.7% |
P
S
|
770,749 | $14,335,931 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALOT
ASTRONOVA INC
|
Technology | 1.57% | 1.59% |
#8
Prev: #8
|
1.6 |
—
|
no change | no change |
P
S
|
535,203 | $4,918,516 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BA
CALL
BOEING CO
|
CALL Option | 0.10% | — |
#9
Prev: #—
|
3.5 |
—
|
1,500 | — |
NEW
|
1,500 | $298,545 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-9 of 9 holdings