Juniper Investment Company LLC's Q1 2025 13F: 2 positions resized, no new positions or exits
Form 13F-HR for the quarter ended Mar 31, 2025 · filed May 15, 2025 · 11 reported positions · accession 0001214659-25-007824
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| Reduced | LINCOLN EDL SVCS CORP (LINC) | 17.4% | 16.9% | −0.5 pts | −426K sh | −15% |
| Increased | ORTHOFIX MED INC (OFIX) | 13.3% | 15.7% | +2.4 pts | +200K sh | +10% |
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
No changes in the top 10 this quarter
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | BIOVENTUS INC (BVS) | 28.7% | 28.6% | |
| 2 | ARTIVION INC (AORT) | 23.7% | 23.2% | |
| 3 | LINCOLN EDL SVCS CORP (LINC) | 17.4% | 16.9% | |
| 4 | ORTHOFIX MED INC (OFIX) | 13.3% | 15.7% | |
| 5 | ALLIENT INC (ALNT) | 8.3% | 8.6% | |
| 6 | TWIN DISC INC (TWIN) | 4.8% | 3.5% | |
| 7 | ASTRONOVA INC (ALOT) | 2.5% | 2.2% | |
| 8 | LSI INDS INC OHIO (LYTS) | 0.8% | 0.8% | |
| 9 | INTEST CORP (INTT) | 0.3% | 0.3% | |
| 10 | PRECISION OPTICS CORP INC MA (POCI) | 0.0% | 0.0% |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).
Option positions (puts and calls)
Reported separately from the positions above. The value a 13F reports for an option is that of the underlying shares, not the option itself.
| Activity | Security | Type | Shares before | Shares now | Reported value |
|---|---|---|---|---|---|
| Increased | BOEING CO (BA) | Call | 2,000 | 3,000 | $512K |