Juniper Investment Company LLC's Q4 2021 13F: 2 exits
Form 13F-HR for the quarter ended Dec 31, 2021 · filed Feb 14, 2022 · 9 reported positions · accession 0001214659-22-002623
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| Increased | BIOVENTUS INC (BVS) | 7.5% | 26.9% | +19.4 pts | +2.14M sh | +355% |
| Exited | MISONIX INC (MSON) | 10.4% | — | −10.4 pts | −466K sh | −100% |
| Increased | CRYOLIFE INC (AORT) | 31.4% | 25.7% | −5.7 pts | +265K sh | +17% |
| Increased | LINCOLN EDL SVCS CORP (LINC) | 3.3% | 4.4% | +1.1 pts | +317K sh | +56% |
| Increased | ALLIED MOTION TECHNOLOGIES I (ALNT) | 12.0% | 11.0% | −1.0 pts | +9,898 sh | +2% |
| Exited | UNIVERSAL TECHNICAL INST INC (UTI) | 0.2% | — | −0.2 pts | −32,494 sh | −100% |
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 100.0% of the equity book
Changes in the top 10 this quarter: MSON left
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | BIOVENTUS INC (BVS) | 7.5% | 26.9% | |
| 2 | CRYOLIFE INC (AORT) | 31.4% | 25.7% | |
| 3 | TRANSCAT INC (TRNS) | 11.1% | 12.2% | |
| 4 | ALLIED MOTION TECHNOLOGIES I (ALNT) | 12.0% | 11.0% | |
| 5 | TWIN DISC INC (TWIN) | 9.6% | 7.6% | |
| 6 | VSE CORP (VSEC) | 6.1% | 6.0% | |
| 7 | LINCOLN EDL SVCS CORP (LINC) | 3.3% | 4.4% | |
| 8 | ASTRONOVA INC (ALOT) | 5.6% | 3.8% | |
| 9 | INTEST CORP (INTT) | 2.7% | 2.3% | |
| — | MISONIX INC (MSON) | 10.4% | 0.0% | Left the top 10 |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).