Juniper Investment Company, LLC

CIK 0001794034 · Q2 2026

13F Equity AUM

$377.6M

+20.5% QoQ

Positions

+1 QoQ

AUM Rank

#4,389

Top 50%

Skill Alpha (FF)

+2.1%/yr^ns

No Clear Edge

Rank #1,333 · Top 16%

vs S&P +0.8%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 83.8%Top 10: 100.0%Top 20: 100.0%

LINC22.9%

ALNT20.8%

BVS17.4%

AORT12.0%

OFIX10.8%

TWIN6.3%

LYTS5.5%

ALOT4.0%

MG0.3%

BSX0.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Healthcare40.2%

Technology30.3%

Consumer Defensive22.9%

Industrials6.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 10Median: 8.53%Avg: 10.00%

0–0.5%

2(0.4%)

0.5–1%

0(0.0%)

1–3%

0(0.0%)

3–5%

1(4.0%)

5%+

7(95.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 10vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New2Increased3Decreased2Exited1

New Positions

MG0.3%

+61K

BSX0.1%

+7K

Increased

AORT12.0%

+831K(+70%)

OFIX10.8%

+466K(+12%)

LYTS5.5%

+11K(+1%)

Decreased

LINC22.9%

-205,345(-11%)

ALNT20.8%

-33,617(-4%)

Exited

-1,500

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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