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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.
Latest 13F Filing Activity
Juniper Investment Company, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 10 equity positions and 1 options positions with a total 13F market value of $243M. The fund increased holdings in Lincoln Edl SVCS Corp., Allient Inc., Twin Disc Inc. among other positions. Juniper Investment Company, LLC reduced exposure to Bioventus Inc., Orthofix Med Inc., Lsi Inds Inc. Ohio among others.
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 |
Industry Allocation
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