Juniper Investment Company, LLC

NEW YORK, NY · CIK 1794034 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2019 · limited liability company

Assets managed$451.1m
Staff9 · 7 in investment roles
Main clients (by assets)Private funds 99%
Private funds5 (1 hedge) · $448.7m gross assets
Websitejuniperfunds.com
Form ADV · 2026-03-30SEC adviser record

$377.5m reported value +20.6% vs Q1 2026

10positions

100.0%in top 10

2 new 3 added 2 reduced 0 sold out vs Q1 2026

Options: 1 call positions ($136.6k notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	LINCOLN EDL SVCS CORP COM LINC	LINC	1,732,966	$86.5m22.91%	22.91%	Reduced -205.3k	-205,345 -10.6%
2	ALLIENT INC COM ALNT	ALNT	762,305	$78.5m20.79%	20.79%	Reduced -33.6k	-33,617 -4.2%
3	BIOVENTUS INC COM CL A BVS	BVS	6,939,357	$65.5m17.35%	17.35%	Unchanged
4	ARTIVION INC COM AORT	AORT	2,019,885	$45.4m12.02%	12.02%	Added +830.7k	+830,749 69.9%
5	ORTHOFIX MED INC COM OFIX	OFIX	4,442,543	$40.6m10.76%	10.76%	Added +465.6k	+465,584 11.7%
6	TWIN DISC INC COM TWIN	TWIN	1,024,954	$23.8m6.30%	6.30%	Unchanged
7	LSI INDS INC OHIO COM LYTS	LYTS	781,399	$20.8m5.50%	5.50%	Added +10.7k	+10,650 1.4%
8	ASTRONOVA INC COM ALOT	ALOT	535,203	$15.2m4.04%	4.04%	Unchanged
9	MISTRAS GROUP INC COM MG	MG	61,138	$1.1m0.28%	0.28%	New
10	BOSTON SCIENTIFIC CORP COM BSX	BSX	4,100	$175.0k0.05%	0.05%	New

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
BOSTON SCIENTIFIC CORP BSX · Call	BSX	Call	3,200	$136.6k3.2k shares	New

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
ORTHOFIX MED INC OFIX · 13D · filed 2026-05-27	OFIX	11.0%≈ $40.6m	+1.4 pts	13D	2026-05-27
LINCOLN EDL SVCS CORP LINC · 13D · filed 2026-06-15	LINC	6.1%≈ $97.1m	-1.2 pts	13D	2026-06-15

Trades reported as a company insider since 1 Apr 2026

Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.

Date	Company	Ticker	Trade	Shares	Value	Their holding
2026-09-21	ORTHOFIX MED INC 10% owner · By: Juniper Targeted Opportunity Fund, L.P.	OFIX	Bought	190,000	$1.7m190.0k shares	+5%
2026-09-18	ORTHOFIX MED INC 10% owner · By: Juniper Targeted Opportunity Fund, L.P.	OFIX	Bought	120,000	$1.0m120.0k shares	+4%
2026-06-12	LINCOLN EDL SVCS CORP Affiliate · Juniper Targeted Opportunity Fund, L.P.	LINC	Sold	37,000	$1.7m37.0k shares	-2%
2026-06-11	LINCOLN EDL SVCS CORP Affiliate · Juniper Targeted Opportunity Fund, L.P.	LINC	Sold	11,812	$565.4k11.8k shares	-1%
2026-06-04	LINCOLN EDL SVCS CORP Affiliate · Juniper Targeted Opportunity Fund, L.P.	LINC	Sold	25,208	$1.3m25.2k shares	-1%
2026-06-03	LINCOLN EDL SVCS CORP Affiliate · Juniper Targeted Opportunity Fund, L.P.	LINC	Sold	81,504	$4.1m81.5k shares	-4%
2026-05-15	LINCOLN EDL SVCS CORP Affiliate · Juniper Targeted Opportunity Fund, L.P.	LINC	Sold	1,985	$99.5k2.0k shares
2026-05-14	LINCOLN EDL SVCS CORP Affiliate · Juniper Targeted Opportunity Fund, L.P.	LINC	Sold	47,836	$2.4m47.8k shares