$148 Million is the total value of Juniper Investment Company, LLC's 9 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 18.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BVS | Buy | BIOVENTUS INC | $39,822,000 | +366.1% | 2,748,207 | +355.5% | 26.89% | +258.0% |
| CRY | Buy | CRYOLIFE INC | $38,055,000 | +6.4% | 1,870,038 | +16.5% | 25.70% | -18.3% |
| TRNS | TRANSCAT INC | $18,138,000 | +43.3% | 196,233 | 0.0% | 12.25% | +10.1% | |
| AMOT | Buy | ALLIED MOTION TECHNOLOGIES I | $16,338,000 | +19.3% | 447,738 | +2.3% | 11.03% | -8.4% |
| TWIN | TWIN DISC INC | $11,233,000 | +2.8% | 1,024,954 | 0.0% | 7.58% | -21.0% | |
| VSEC | VSE CORP | $8,830,000 | +26.5% | 144,903 | 0.0% | 5.96% | -2.8% | |
| LINC | Buy | LINCOLN EDL SVCS CORP | $6,576,000 | +74.5% | 880,259 | +56.3% | 4.44% | +34.1% |
| ALOT | ASTRONOVA INC | $5,682,000 | -10.3% | 420,877 | 0.0% | 3.84% | -31.1% | |
| INTT | INTEST CORP | $3,422,000 | +10.8% | 269,045 | 0.0% | 2.31% | -14.9% | |
| UTI | Exit | UNIVERSAL TECHNICAL INST INC | $0 | – | -32,494 | -100.0% | -0.19% | – |
| MSON | Exit | MISONIX INC | $0 | – | -465,920 | -100.0% | -10.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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 | 2024-03-13 |
| 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 |
| 13F-HR | 2023-11-14 |
| 4 | 2023-08-15 |
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.