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JUNIPER INVESTMENT COMPANY, LLC

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NEW YORK NY Investment Advisor Hedge Fund Activist Investor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

84

S&P 500
WhaleScore ?

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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 $236,259,066 (Form ADV from 2023-03-31). Their last reported 13F filing for Q3 2023 included $157,525,756 in managed 13F securities and a top 10 holdings concentration of 100.0%. Juniper Investment Company's largest holding is Lincoln Educational Services, Inc. with shares held of 3,969,534. Whalewisdom has at least 17 13F filings, 20 13D filings, and 6 Form 4 filings

2023-09-30

Top Buys (13F)

Name % Change
BVS Bioventus Inc 2.1%
HURC Hurco Companies Inc. 0.48%
VSEC VSE Corp. 0.12%
ALNT Allient Inc -2.32%

2023-09-30

Top Sells (13F)

Name % Change
TRNS Transcat, Inc. 1.14%

2023-09-30

13F Holdings Summary

Name $ Change
LINC Lincoln Educational 21.29%
AORT Artivion Inc 20.19%
BVS Bioventus Inc 14.32%
ALNT Allient Inc 13.19%
VSEC VSE Corp. 11.6%

2023-09-30

13F Activity

Market Value $158m, Prior: $157m
New Purchases 1 stocks
Additional Purchases 3 stocks
Sold out of 0 stocks
Reduced holdings in 1 stocks
Top 10 Holdings % 100%
Turnover %[1] 10%
Turnover Alt %[2] 1.56%
Time Held Top 20 12.4 quarters
Time Held Top 10 12.3 quarters
Time Held All 12.4 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.

2023-09-30

13F Sector Allocation Over Time

2023-09-30

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-09-30

Portfolio Performance