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Livermore
Livermore
ZHEN

Juniper Investment Company, LLC

SEC CIK
0001794034
Latest filing
Aug 14, 2026

The latest 13F from Juniper Investment Company, LLC covers Q2 2026 (filed Aug 14, 2026): 10 long positions worth $377.5M. The top 10 holdings make up 100.0% of the portfolio, and the largest is Lincoln Educational Services Corp (LINC) at 22.9%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
2
Est. +$1.24M
Added
3
Est. +$23.2M
Reduced
2
Est. −$13.7M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. LINCLincoln Educational Services Corp
    22.9%$86.5MHistory
  2. ALNTAllient Inc
    20.8%$78.5MHistory
  3. BVSBioventus Inc.
    17.4%$65.5MHistory
  4. AORTArtivion, Inc.
    12.0%$45.4MHistory
  5. OFIXOrthofix Medical Inc.
    10.8%$40.6MHistory

Share of portfolio

Top 5 holdings and the other 5 positions, by share of portfolio value

  1. LINC22.9%
  2. ALNT20.8%
  3. BVS17.4%
  4. AORT12.0%
  5. OFIX10.8%
  6. Other 5 positions16.2%

Biggest buys

New and added positions, by estimated amount bought

  1. AORTArtivion, Inc.
    +$18.7MAddedHistory
  2. OFIXOrthofix Medical Inc.
    +$4.26MAddedHistory
  3. MGMistras Group, Inc.
    +$1.07MNewHistory
  4. LYTSLsi Industries Inc
    +$283.1KAddedHistory
  5. BSXBoston Scientific Corp
    +$175.0KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. LYTSLsi Industries Inc
    +0.92 pp4.6% → 5.5%History
  2. MGMistras Group, Inc.
    +0.28 pp0.0% → 0.3%History
  3. BSXBoston Scientific Corp
    +0.05 pp0.0% → <0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. LINCLincoln Educational Services Corp
    −$10.2MReducedHistory
  2. ALNTAllient Inc
    −$3.46MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. LINCLincoln Educational Services Corp
    −2.27 pp25.2% → 22.9%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$377.5M
+$64.4M (+20.6%) vs. prior quarter
Positions
10
+2 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
4.0%
Q2 2026, one quarter
Average holding period
19.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $377.5M (Q2 2026)

Q1 2021: $140.1MQ2 2021: $150.8MQ3 2021: $113.8MQ4 2021: $148.1MQ1 2022: $159.4MQ2 2022: $115.3MQ3 2022: $118.5MQ4 2022: $136.3MQ1 2023: $136.8MQ2 2023: $157.5MQ3 2023: $157.5MQ4 2023: $188.1MQ1 2024: $201.0MQ2 2024: $208.6MQ3 2024: $239.5MQ4 2024: $253.5MQ1 2025: $221.9MQ2 2025: $242.6MQ3 2025: $261.4MQ4 2025: $290.9MQ1 2026: $313.1MQ2 2026: $377.5M
Q1 2021Q2 2026
13F filings of Juniper Investment Company, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202610$377.5MLINCALNTBVSvs. Q1 2026SEC
Q1 2026May 15, 20268$313.1MLINCBVSALNTvs. Q4 2025SEC
Q4 2025Feb 17, 20268$290.9MLINCAORTOFIXvs. Q3 2025SEC
Q3 2025Nov 14, 20259$261.4MAORTLINCBVSvs. Q2 2025SEC
Q2 2025Aug 14, 202511$242.6MAORTLINCBVSvs. Q1 2025SEC
Q1 2025May 15, 202511$221.9MBVSAORTLINCvs. Q4 2024SEC
Q4 2024Feb 14, 202511$253.5MBVSAORTLINCvs. Q3 2024SEC
Q3 2024Nov 14, 202412$239.5MBVSAORTLINCvs. Q2 2024SEC
Q2 2024Aug 14, 202412$208.6MAORTLINCBVSvs. Q1 2024SEC
Q1 2024May 15, 202410$201.0MAORTBVSLINCvs. Q4 2023SEC
Q4 2023Feb 14, 202410$188.1MLINCAORTBVSvs. Q3 2023SEC
Q3 2023Nov 14, 202310$157.5MLINCAORTBVSvs. Q2 2023SEC
Q2 2023Aug 14, 20239$157.5MAORTLINCALNTvs. Q1 2023SEC
Q1 2023May 15, 20239$136.8MLINCAORTALNTvs. Q4 2022SEC
Q4 2022Feb 14, 20239$136.3MLINCAORTALNTvs. Q3 2022SEC
Q3 2022Nov 14, 20229$118.5MAORTBVSALNTvs. Q2 2022SEC
Q2 2022Aug 15, 202210$115.3MAORTBVSALNTvs. Q1 2022SEC
Q1 2022May 16, 202210$159.4MAORTBVSTWINvs. Q4 2021SEC
Q4 2021Feb 14, 20229$148.1MBVSAORTTRNSvs. Q3 2021SEC
Q3 2021Nov 15, 202111$113.8MAORTALNTTRNSvs. Q2 2021SEC
Q2 2021Aug 16, 202110$150.8MAORTLydall IncTWINvs. Q1 2021SEC
Q1 2021May 17, 202111$140.1MLydall IncAORTALNT–SEC

13D and 13G filings

Companies where Juniper Investment Company, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

2 companies, largest stake first.

Companies where Juniper Investment Company, LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
OFIXOrthofix Medical Inc.13D/A11.00%4.44M shares+1.40 ppfrom 9.60%Jan 7, 20256 filingsMay 27, 2026SEC
LINCLincoln Educational Services Corp13D/A6.10%1.95M shares−1.20 ppfrom 7.30%Dec 1, 20229 filingsJun 15, 2026SEC

Latest filings

30 filings on file made by Juniper Investment Company, LLC or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Juniper Investment Company, LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
ALNTAllient IncAug 13, 20267:47 PM ET13D/A3.50%596.3K shares–Below 5%Aug 11, 2026SEC
LINCLincoln Educational Services CorpJun 15, 20266:47 PM ET13D/A6.10%1.95M shares−1.20 ppfrom 7.30%Jun 11, 2026SEC
OFIXOrthofix Medical Inc.May 27, 20264:12 PM ET13D/A11.00%4.44M shares+1.40 ppfrom 9.60%May 22, 2026SEC
LINCLincoln Educational Services CorpFeb 27, 20265:08 PM ET13D/A7.30%2.30M shares−1.50 ppfrom 8.80%Feb 25, 2026SEC
OFIXOrthofix Medical Inc.Feb 13, 20264:25 PM ET13D/A9.60%3.78M shares+1.40 ppfrom 8.20%Feb 11, 2026SEC
OFIXOrthofix Medical Inc.Oct 21, 20254:17 PM ET13D/A8.20%3.24M shares+1.00 ppfrom 7.20%Oct 17, 2025SEC
OFIXOrthofix Medical Inc.Sep 25, 20258:03 PM ET13D/A7.20%2.85M shares+1.10 ppfrom 6.10%Sep 23, 2025SEC
AORTArtivion, Inc.Aug 12, 20254:23 PM ET13D/A4.00%1.86M shares–Below 5%Aug 8, 2025SEC
OFIXOrthofix Medical Inc.Apr 11, 20252:49 PM ET13D/A6.10%2.39M shares+1.00 ppfrom 5.10%Apr 9, 2025SEC
LINCLincoln Educational Services CorpMar 4, 20254:16 PM ET13D/A8.80%2.76M shares–Feb 28, 2025SEC
OFIXOrthofix Medical Inc.Jan 7, 20254:00 PM ET13D5.10%1.94M sharesNewDec 30, 2024SEC
LINCLincoln Educational Services CorpDec 2, 202413D/AOld format–––SEC
ALNTAllient IncNov 6, 202413DOld format–New–SEC
LINCLincoln Educational Services CorpMar 13, 202413D/AOld format–––SEC
LINCLincoln Educational Services CorpMar 5, 202413D/AOld format–––SEC
BVSBioventus Inc.Jun 16, 202313D/AOld format–––SEC
LINCLincoln Educational Services CorpJun 16, 202313D/AOld format–––SEC
LINCLincoln Educational Services CorpJun 7, 202313D/AOld format–––SEC
BVSBioventus Inc.May 24, 202313D/AOld format–––SEC
ALOTAstroNova, Inc.Mar 31, 202313D/AOld format–––SEC