Juniper Investment Company LLC's Q1 2022 13F: 1 new position
Form 13F-HR for the quarter ended Mar 31, 2022 · filed May 16, 2022 · 10 reported positions · accession 0001214659-22-007014
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| New | SUNLIGHT FINANCIAL HOLDINGS (SUNL) | — | 4.5% | +4.5 pts | +1.42M sh | new |
| Increased | VSE CORP (VSEC) | 6.0% | 5.7% | −0.2 pts | +53,142 sh | +37% |
| Reduced | TRANSCAT INC (TRNS) | 12.2% | 8.6% | −3.7 pts | −27,903 sh | −14% |
| Increased | ALLIED MOTION TECHNOLOGIES I (ALNT) | 11.0% | 9.4% | −1.7 pts | +52,103 sh | +12% |
| Increased | ARTIVION INC (AORT) | 25.7% | 26.0% | +0.3 pts | +65,826 sh | +4% |
| Increased | INTEST CORP (INTT) | 2.3% | 2.7% | +0.4 pts | +127K sh | +47% |
| Increased | BIOVENTUS INC (BVS) | 26.9% | 24.4% | −2.5 pts | +13,450 sh | 0% |
| Increased | TWIN DISC INC (TWIN) | 7.6% | 10.8% | +3.2 pts | +10,119 sh | +1% |
| Increased | LINCOLN EDL SVCS CORP (LINC) | 4.4% | 4.0% | −0.4 pts | +14,000 sh | +2% |
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: SUNL entered
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | ARTIVION INC (AORT) | 25.7% | 26.0% | |
| 2 | BIOVENTUS INC (BVS) | 26.9% | 24.4% | |
| 3 | TWIN DISC INC (TWIN) | 7.6% | 10.8% | |
| 4 | ALLIED MOTION TECHNOLOGIES I (ALNT) | 11.0% | 9.4% | |
| 5 | TRANSCAT INC (TRNS) | 12.2% | 8.6% | |
| 6 | VSE CORP (VSEC) | 6.0% | 5.7% | |
| 7 | SUNLIGHT FINANCIAL HOLDINGS (SUNL) | 0.0% | 4.5% | Entered the top 10 |
| 8 | LINCOLN EDL SVCS CORP (LINC) | 4.4% | 4.0% | |
| 9 | ASTRONOVA INC (ALOT) | 3.8% | 4.0% | |
| 10 | INTEST CORP (INTT) | 2.3% | 2.7% |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).