$159 Million is the total value of Juniper Investment Company, LLC's 10 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 11.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CRY | Buy | ARTIVION INC | $41,389,000 | +8.8% | 1,935,864 | +3.5% | 25.96% | +1.0% |
| BVS | Buy | BIOVENTUS INC | $38,939,000 | -2.2% | 2,761,657 | +0.5% | 24.42% | -9.2% |
| TWIN | Buy | TWIN DISC INC | $17,224,000 | +53.3% | 1,035,073 | +1.0% | 10.80% | +42.4% |
| AMOT | Buy | ALLIED MOTION TECHNOLOGIES I | $14,915,000 | -8.7% | 499,841 | +11.6% | 9.36% | -15.2% |
| TRNS | Sell | TRANSCAT INC | $13,658,000 | -24.7% | 168,330 | -14.2% | 8.57% | -30.0% |
| VSEC | Buy | VSE CORP | $9,128,000 | +3.4% | 198,045 | +36.7% | 5.72% | -4.0% |
| SUNL | New | SUNLIGHT FINANCIAL HOLDINGS | $7,146,000 | – | 1,417,872 | +100.0% | 4.48% | – |
| LINC | Buy | LINCOLN EDL SVCS CORP | $6,394,000 | -2.8% | 894,259 | +1.6% | 4.01% | -9.7% |
| ALOT | ASTRONOVA INC | $6,385,000 | +12.4% | 420,877 | 0.0% | 4.00% | +4.4% | |
| INTT | Buy | INTEST CORP | $4,252,000 | +24.3% | 396,303 | +47.3% | 2.67% | +15.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
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.