JUNIPER INVESTMENT COMPANY LLC
Q4 2022 Form 13-F
NEW YORK, NEW YORK
CIK 0001794034
· CRD 170814
· SEC-registered investment adviser
$136.3M Reported Value Total
JUNIPER INVESTMENT COMPANY reports 7 total accounts under management (AUM). There are 7 discretionary accounts valued at $236,259,066, 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
$136.3M
Quarter over quarter
-10.0%
Holdings
9
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
Filing Navigation
13F Metrics
Loading 13F Metrics
Q4 2022 13F record
Q4 2022 13F filing summary
| Period of report | December 31, 2022 |
|---|---|
| Filed | February 14, 2023 |
| Form | 13F-HR |
| Reported value | $136.3M |
| Positions | 9 |
| Change in reported value | +15.0% |
| New positions | 0 |
| Exited positions | 0 |
| Position turnover | 0.0% |
| 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 9 holdings · Q4 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | LINC LINCOLN EDL SVCS CORP | $32.7M | 23.96% |
| 2 | AORT ARTIVION INC | $25.3M | 18.6% |
| 3 | ALNT ALLIED MOTION TECHNOLOGIES I | $21.3M | 15.62% |
| 4 | VSEC VSE CORP | $12.7M | 9.33% |
| 5 | BVS BIOVENTUS INC | $12.0M | 8.8% |
| 6 | TRNS TRANSCAT INC | $10.9M | 7.97% |
| 7 | TWIN TWIN DISC INC | $10.1M | 7.38% |
| 8 | INTT INTEST CORP | $5.8M | 4.29% |
| 9 | ALOT ASTRONOVA INC | $5.5M | 4.06% |
Values as reported on the Q4 2022 Form 13F. Every position is in the holdings table below.