Pricing

JUNIPER INVESTMENT COMPANY, LLC

1 follower · 1 like
NEW YORK NY Investment Advisor Hedge Fund Activist Investor
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Juniper Investment Company is based out of New York. Juniper Investment Company is a hedge fund with 6 clients and discretionary assets under management (AUM) of $288,276,247 (Form ADV from 2024-03-29). Their last reported 13F filing for Q1 2024 included $200,968,274 in managed 13F securities and a top 10 holdings concentration of 100.0%. Juniper Investment Company's largest holding is Artivion Inc with shares held of 2,098,164. Whalewisdom has at least 19 13F filings, 22 13D filings, and 8 Form 4 filings

2024-03-31

Top Buys (13F)

Name % Change
ALNT Allient Inc 2.61%
INTT Intest Corp 0.49%
XTNT XTANT MED HLDGS INC 0.2%

2024-03-31

Top Sells (13F)

Name % Change
LINC Lincoln Educational 4.13%
TRNS Transcat, Inc. 1.59%

2024-03-31

13F Holdings Summary

Name $ Change
AORT Artivion Inc 22.09%
BVS Bioventus Inc 17.68%
LINC Lincoln Educational 17.06%
VSEC VSE Corp. 14.5%
ALNT Allient Inc 13.47%

2024-03-31

13F Activity

Market Value $201m, Prior: $188m
Inflows (Outflows) as % of Total MV (-2.6978)%
New Purchases 1 stocks
Added To 2 stocks
Sold out of 1 stocks
Reduced holdings in 1 stocks
Top 10 Holdings % 100%
Turnover %[1] 18.18%
Turnover Alt %[2] 2.23%
Time Held Top 20 12.5 quarters
Time Held Top 10 12.4 quarters
Time Held All 12.5 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance