Juniper Investment Company, LLC
Annual return '25
+26.8%
SPY '25
+17.7%
Alpha
+9.0ptsvs SPY
Invested
$313.4M
Holdings
9
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$LINC
LINCOLN EDL SVCS CORP
Q4 2025: Exited (was 2.36M shares)
25.2%
02
$BVS
BIOVENTUS INC
Q4 2025: Exited (was 6.94M shares)
20.2%
03
$ALNT
ALLIENT INC
Q4 2025: Exited (was 869.1k shares)
15.0%
04
$OFIX
ORTHOFIX MED INC
Q4 2025: Exited (was 2.85M shares)
14.6%
05
$AORT
ARTIVION INC
Q4 2025: Exited (was 1.33M shares)
13.9%
06
$TWIN
TWIN DISC INC
Q4 2025: Exited (was 1.02M shares)
4.9%
07
$LYTS
LSI INDS INC OHIO
Q4 2025: Exited (was 109.8k shares)
4.6%
08
$ALOT
ASTRONOVA INC
Q4 2025: Exited (was 535.2k shares)
1.6%
09
$BA
BOEING CO
Q3 2025: Exited (was 6.0k shares)
0.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:44 UTC.