JUNIPER INVESTMENT COMPANY LLC
Q2 2026 Form 13-F
NEW YORK, NEW YORK
CIK 0001794034
· CRD 170814
· SEC-registered investment adviser
$377.6M Reported Value Total
JUNIPER INVESTMENT COMPANY reports 6 total accounts under management (AUM). There are 6 discretionary accounts valued at $451,117,114, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
7 funds
· $479.0M gross asset value
Hedge Fund: $310.2M · Private Equity Fund: $168.8M
Source: Form ADV filed 2026-03-30
Reported value
$377.6M
Quarter over quarter
+17.1%
Holdings
10
Top-10 concentration
100.0%
Key People
Form ADV owners & control persons
Alexis Platon Michas
MANAGING PARTNER, MANAGING MEMBER AND MANAGER
John Anders Bartholdson
PARTNER, MANAGING MEMBER AND CCO
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 14, 2026 |
| Form | 13F-HR |
| Reported value | $377.6M |
| Positions | 10 |
| Change in reported value | +20.5% |
| New positions | 2 |
| Exited positions | 0 |
| Position turnover | 20.0% |
| Top-10 concentration | 100.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
10 | $377.6M |
|
Q1 2026 13F
Filed May 15, 2026
|
8 | $313.4M |
|
Q4 2025 13F
Filed Feb 17, 2026
|
8 | $290.9M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
9 | $261.4M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
11 | $243.2M |
|
Q1 2025 13F
Filed May 15, 2025
|
11 | $222.4M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
11 | $253.8M |
|
Q3 2024 13F
Filed Nov 14, 2024
|
12 | $239.5M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
12 | $208.6M |
|
Q1 2024 13F
Filed May 15, 2024
|
10 | $201.0M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
10 | $188.1M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
10 | $157.5M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
9 | $157.5M |
|
Q1 2023 13F
Filed May 15, 2023
|
9 | $136.8M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
9 | $136.3M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
9 | $118.5M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
10 | $115.3M |
|
Q1 2022 13F
Filed May 16, 2022
|
10 | $159.4M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
9 | $148.1M |
|
Q3 2021 13F
Filed Nov 15, 2021
|
11 | $113.8M |
8 earlier quarters on file — choose one from the quarter menu above.
Top 11 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | LINC LINCOLN EDL SVCS CORP | $86.5M | 22.9% |
| 2 | ALNT ALLIENT INC | $78.5M | 20.78% |
| 3 | BVS BIOVENTUS INC | $65.5M | 17.35% |
| 4 | AORT ARTIVION INC | $45.4M | 12.02% |
| 5 | OFIX ORTHOFIX MED INC | $40.6M | 10.75% |
| 6 | TWIN TWIN DISC INC | $23.8M | 6.3% |
| 7 | LYTS LSI INDS INC OHIO | $20.8M | 5.5% |
| 8 | ALOT ASTRONOVA INC | $15.2M | 4.04% |
| 9 | MG MISTRAS GROUP INC | $1.1M | 0.28% |
| 10 | BSX BOSTON SCIENTIFIC CORP | $175.0K | 0.05% |
| 11 | BSX C BOSTON SCIENTIFIC CORP | $136.6K | 0.04% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.