Juniper Investment Company, LLC
Juniper Investment Company, LLC is a private investment firm based in New York, NY specializing in value-oriented investments in public companies, primarily in the industrial, healthcare, and education sectors. Founded in 2008, the firm manages approximately $382 million in assets and has a lean team of around eight employees. Juniper Investment Company primarily serves institutional investors and accredited investors, focusing on active, concentrated equity positions.
Investment Strategy
Juniper Investment Company pursues a value-driven investment strategy by acquiring significant minority stakes in small- to mid-cap public companies, focusing on deep fundamental research, constructive engagement with company management, and long-term capital appreciation. The firm targets industries ranging from industrials to healthcare and education, taking a concentrated approach to portfolio construction, often investing in companies where it believes its expertise and engagement can help create lasting shareholder value.
Top Holdings
Equity Positions (10)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LINC | LINCOLN EDL SVCS CORP | 22.40% | $54.5M | 2,363,311 | $5.54 | $23.05 | +$17.0M |
B BVS | BIOVENTUS INC | 18.89% | $45.9M | 6,939,357 | $7.94 | $6.62 | -$17.6M |
A ALNT | ALLIENT INC | 12.98% | $31.6M | 869,149 | $26.12 | $36.31 | +$12.5M |
O OFIX | ORTHOFIX MED INC | 11.32% | $27.5M | 2,469,326 | $15.53 | $11.15 | -$7.3M |
T TWIN | TWIN DISC INC | 3.72% | $9.1M | 1,024,954 | $8.90 | $8.83 | +$1.3M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
B BA | BOEING CO | — | Call | $628.6K | 30 | $209.53 | $174.85 | 0 | +$116.9K |