$157 Million is the total value of Juniper Investment Company, LLC's 9 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CRY | ARTIVION INC | $36,067,439 | +31.2% | 2,098,164 | 0.0% | 22.90% | +14.0% | |
| LINC | Sell | LINCOLN EDL SVCS CORP | $26,754,659 | -16.0% | 3,969,534 | -29.4% | 16.99% | -27.0% |
| AMOT | ALLIED MOTION TECHNOLOGIES I | $24,422,911 | +3.3% | 611,490 | 0.0% | 15.51% | -10.2% | |
| BVS | Buy | BIOVENTUS INC | $19,238,692 | +291.4% | 6,656,987 | +44.9% | 12.22% | +240.1% |
| VSEC | Buy | VSE CORP | $18,075,756 | +23.6% | 330,513 | +1.5% | 11.48% | +7.4% |
| TWIN | TWIN DISC INC | $11,654,922 | +18.2% | 1,035,073 | 0.0% | 7.40% | +2.7% | |
| ALOT | Buy | ASTRONOVA INC | $7,760,444 | +18.3% | 535,203 | +14.3% | 4.93% | +2.8% |
| TRNS | Sell | TRANSCAT INC | $6,898,593 | -20.0% | 80,865 | -16.2% | 4.38% | -30.5% |
| INTT | Sell | INTEST CORP | $6,603,366 | -28.9% | 251,461 | -43.8% | 4.19% | -38.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
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.