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Juniper Capital Advisors, L.P.

SEC CIK
0002011609
Latest filing
Aug 14, 2026

The latest 13F from Juniper Capital Advisors, L.P. covers Q2 2026 (filed Aug 14, 2026): 2 long positions worth $217.9M. The top 10 holdings make up 100.0% of the portfolio, and the largest is Baytex Energy Corp. (BTE) at 57.6%. Livermore has 11 filings on Form 13F from this institution, going back to Q4 2023.

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
0
Added
0
Reduced
1
Est. −$73.3M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. BTEBaytex Energy Corp.
    57.6%$125.5MHistory
  2. PEDPedevco Corp
    42.4%$92.4MHistory

Biggest buys

New and added positions, by estimated amount bought

None this quarter.

Largest weight increases

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

None this quarter.

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. BTEBaytex Energy Corp.
    −$73.3MReducedHistory

Largest weight decreases

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

  1. BTEBaytex Energy Corp.
    −9.31 pp66.9% → 57.6%History

Metrics

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

Portfolio value
$217.9M
−$114.0M (−34.4%) vs. prior quarter
Positions
2
0 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.0%
Q2 2026, one quarter
Average holding period
7.2 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 (Q4 2023), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $367.3M (Q1 2024)

Q4 2023: $337.8MQ1 2024: $367.3MQ2 2024: $352.1MQ3 2024: $300.5MQ4 2024: $261.0MQ1 2025: $225.6MQ2 2025: $181.1MQ3 2025: $236.8MQ4 2025: $305.2MQ1 2026: $332.0MQ2 2026: $217.9M
Q4 2023Q2 2026
13F filings of Juniper Capital Advisors, L.P. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 20262$217.9MBTEPEDvs. Q1 2026SEC
Q1 2026May 15, 20262$332.0MBTEPEDvs. Q4 2025SEC
Q4 2025Feb 17, 20262$305.2MBTEPEDvs. Q3 2025SEC
Q3 2025Feb 17, 20261$236.8MBTEvs. Q2 2025SEC
Q2 2025Feb 17, 20261$181.1MBTEvs. Q1 2025SEC
Q1 2025Feb 17, 20261$225.6MBTEvs. Q4 2024SEC
Q4 2024Feb 17, 20261$261.0MBTEvs. Q3 2024SEC
Q3 2024Feb 17, 20261$300.5MBTEvs. Q2 2024SEC
Q2 2024Feb 17, 20261$352.1MBTEvs. Q1 2024SEC
Q1 2024Feb 17, 20261$367.3MBTEvs. Q4 2023SEC
Q4 2023Feb 9, 20241$337.8MBTE–SEC

13D and 13G filings

Companies where Juniper Capital Advisors, L.P. reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

Juniper Capital Advisors, L.P. does not currently report owning 5% or more of any company.

Latest filings

3 filings on file made by Juniper Capital Advisors, L.P. or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Juniper Capital Advisors, L.P.
CompanyFiled (ET)FilerFormStakeChangeEvent dateFiling
BTEBaytex Energy Corp.Jul 14, 202611:47 AM ETJuniper Capital III GP, L.P.and 3 others13G/A4.40%31.4M shares−0.89 ppfrom 5.29%Below 5%Jun 30, 2026SEC
BTEBaytex Energy Corp.May 15, 20267:29 AM ETJuniper Capital III GP, L.P.and 3 others13G/A5.29%38.1M shares−4.40 ppfrom 9.69%Mar 31, 2026SEC
BTEBaytex Energy Corp.Feb 12, 20264:53 PM ETJuniper Capital III GP, L.P.and 3 others13G/A9.69%74.5M shares–Dec 31, 2025SEC