1y return+119.0%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $118 against $157 in the S&P 500.2
Juniper Capital Advisors, L.P.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BTEBaytex Energy Corp. | $125.5M | 57.6% | −36.8% |
| PEDPEDEVCO Corp. | $92.4M | 42.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| BTEBaytex Energy Corp. | December 31, 2023 | +20.5% | $125.5M |
| PEDPEDEVCO Corp. | March 31, 2026 | −15.9% | $92.4M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −12.3% | +14.8% |
| March 31, 2026 | +38.4% | −4.6% |
| December 31, 2025 | +38.0% | +2.4% |
| September 30, 2025 | +30.7% | +7.8% |
| June 30, 2025 | −19.7% | +10.5% |
| March 31, 2025 | −13.6% | −4.6% |
| December 31, 2024 | −13.1% | +2.1% |
| September 30, 2024 | −14.6% | +5.4% |
| June 30, 2024 | −4.1% | +4.0% |
| March 31, 2024 | +9.3% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Juniper Capital Advisors, L.P. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2011609&type=13F-HR&dateb=&owner=include&count=40CIK 2011609
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2011609/000121390026089514/Filed August 14, 2026 · accession 0001213900-26-089514