1y return+62.6%S&P 500 +20.9%
3y return+164.3%S&P 500 +68.5%
5y return+98.6%S&P 500 +74.5%
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 September 30, 2019: $377 against $252 in the S&P 500.2
Juniper Investment Company, LLCS&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 |
|---|---|---|---|
| LINCLincoln Edl Svcs Corp | $86.5M | 22.9% | −10.6% |
| ALNTAllient Inc | $78.5M | 20.8% | −4.2% |
| BVSBioventus Inc | $65.5M | 17.4% | |
| AORTArtivion Inc | $45.4M | 12.0% | +69.9% |
| OFIXOrthofix Med Inc | $40.6M | 10.8% | +11.7% |
| TWINTwin Disc Inc | $23.8M | 6.3% | |
| LYTSLsi Inds Inc Ohio | $20.8M | 5.5% | +1.4% |
| Astronova IncCUSIP 04638F108 | $15.2M | 4.0% | |
| MGMistras Group Inc | $1.1M | 0.3% | New |
| BSXBoston Scientific Corp | $175K | 0.0% | New |
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 |
|---|---|---|---|
| LINCLincoln Edl Svcs Corp | June 30, 2020 | +1179.5% | $86.5M |
| TWINTwin Disc Inc | June 30, 2020 | +318.8% | $23.8M |
| ALNTAllient Inc | June 30, 2020 | +191.6% | $78.5M |
| LYTSLsi Inds Inc Ohio | December 31, 2023 | +88.8% | $20.8M |
| AORTArtivion Inc | June 30, 2020 | +17.2% | $45.4M |
| OFIXOrthofix Med Inc | June 30, 2024 | −31.1% | $40.6M |
| BVSBioventus Inc | September 30, 2021 | −33.3% | $65.5M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.1% | +14.8% |
| March 31, 2026 | +10.5% | −4.6% |
| December 31, 2025 | +8.3% | +2.4% |
| September 30, 2025 | +19.1% | +7.8% |
| June 30, 2025 | +7.7% | +10.5% |
| March 31, 2025 | −11.1% | −4.6% |
| December 31, 2024 | +5.2% | +2.1% |
| September 30, 2024 | +18.2% | +5.4% |
| June 30, 2024 | +3.1% | +4.0% |
| March 31, 2024 | +9.7% | +10.0% |
| December 31, 2023 | +22.1% | +11.2% |
| September 30, 2023 | −1.2% | −3.6% |
| June 30, 2023 | +22.7% | +8.3% |
| March 31, 2023 | +3.8% | +7.0% |
| December 31, 2022 | −10.0% | +7.1% |
| September 30, 2022 | −3.3% | −5.3% |
| June 30, 2022 | −30.5% | −16.5% |
| March 31, 2022 | −0.5% | −4.9% |
| December 31, 2021 | +7.0% | +10.7% |
| September 30, 2021 | −8.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Juniper Investment Company, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1794034&type=13F-HR&dateb=&owner=include&count=40CIK 1794034
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1794034/000121465926010370/Filed August 14, 2026 · accession 0001214659-26-010370