Juniper Investment Company
Alexis Michas & John Bartholdson
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
10
Market Value
$377.5M
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Top 5 Holdings
1
L
$LINC
Lincoln Educational Services Corporation
22.9%
% of Portfolio
Decreased 10.59%
2A
$ALNT
Allient Inc.
20.8%
% of Portfolio
Decreased 4.22%
3B
$BVS
Bioventus Inc.
17.4%
% of Portfolio
Unchanged
4A
$AORT
Artivion, Inc.
12.0%
% of Portfolio
Increased 69.86%
5O
$OFIX
Orthofix Medical Inc.
10.8%
% of Portfolio
Increased 11.71%
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| LINC | 22.9% | 25.2% | 19.6% | 21.2% |
| ALNT | 20.8% | 15.0% | 16.1% | 14.9% |
| BVS | 17.4% | 20.2% | 17.8% | 17.8% |
| AORT | 12.0% | 13.9% | 18.6% | 21.6% |
| OFIX | 10.8% | 14.6% | 18.3% | 15.9% |
| TWIN | 6.3% | 4.9% | 5.9% | 5.5% |
| LYTS | 5.5% | 4.6% | 2.1% | 1.0% |
| ALOT | 4.0% | 1.6% | 1.6% | 2.1% |
| MG | 0.3% | - | - | - |
| BSX | 0.1% | - | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
BVS+51.80%
AORT+24.52%
ALNT-3.40%
OFIX+9.52%
TWIN+5.47%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
LINC-47.58%
LYTS-22.42%
Sector Analysis
Healthcare40.2%
Technology30.3%
Industrials6.6%
Consumer Staples22.9%