$103 Million is the total value of Juniper Investment Company, LLC's 9 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CRY | CRYOLIFE INC | $43,472,000 | -0.2% | 1,604,707 | 0.0% | 42.28% | -6.9% | |
| AMOT | Sell | ALLIED MOTION TECHNOLOGIES I | $18,743,000 | +34.5% | 386,455 | -2.1% | 18.23% | +25.5% |
| TRNS | Sell | TRANSCAT INC | $13,533,000 | +19.0% | 424,761 | -4.3% | 13.16% | +11.0% |
| TGI | Sell | TRIUMPH GROUP INC NEW | $8,371,000 | -20.2% | 331,262 | -27.8% | 8.14% | -25.6% |
| LDL | Buy | LYDALL INC DEL | $7,262,000 | +5.7% | 353,882 | +28.3% | 7.06% | -1.4% |
| TWIN | TWIN DISC INC | $6,993,000 | +4.1% | 634,576 | 0.0% | 6.80% | -2.9% | |
| MSON | Buy | MISONIX INC | $2,452,000 | +22.2% | 131,766 | +31.9% | 2.38% | +14.0% |
| LINC | Buy | LINCOLN EDL SVCS CORP | $1,829,000 | +94.4% | 677,450 | +49.7% | 1.78% | +81.3% |
| INTT | New | INTEST CORP | $151,000 | – | 25,372 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CRYOLIFE INC | 17 | Q3 2023 | 45.4% |
| ALLIENT INC | 17 | Q3 2023 | 18.2% |
| TRANSCAT INC | 17 | Q3 2023 | 17.4% |
| TWIN DISC INC | 17 | Q3 2023 | 10.8% |
| LINCOLN EDL SVCS CORP | 17 | Q3 2023 | 24.0% |
| INTEST CORP | 16 | Q3 2023 | 6.8% |
| VSE CORP | 12 | Q3 2023 | 11.6% |
| ASTRONOVA INC | 11 | Q3 2023 | 5.6% |
| BIOVENTUS INC | 9 | Q3 2023 | 26.9% |
| MISONIX INC | 9 | Q3 2021 | 10.4% |
View Juniper Investment Company, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Bioventus Inc. | June 16, 2023 | 4,624,431 | 7.4% |
| AstroNova, Inc. | March 31, 2023 | 468,251 | 6.4% |
| INTEST CORP | March 29, 2023 | 457,755 | 4.1% |
| ARTIVION, INC. | September 26, 2022 | 1,473,656 | 3.7% |
| LYDALL INC /DE/ | June 29, 2021 | 539,904 | 3.0% |
| TRANSCAT INC | February 05, 2021 | 306,053 | 4.1% |
| TWIN DISC INC | June 11, 2020 | 900,637 | 6.7% |
View Juniper Investment Company, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 4 | 2024-05-17 |
| 13F-HR | 2024-05-15 |
| 4 | 2024-03-13 |
| SC 13D/A | 2024-03-13 |
| 4 | 2024-03-11 |
| 4 | 2024-03-06 |
| 4 | 2024-03-05 |
| SC 13D/A | 2024-03-05 |
| 4 | 2024-02-29 |
| 13F-HR | 2024-02-14 |
View Juniper Investment Company, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.