Juniper Investment Company, LLC

CIK 0001794034 · Q1 2026

13F Equity AUM

$313.4M

+7.8% QoQ

Positions

+1 QoQ

AUM Rank

#5,748

Top 46%

Skill Alpha (FF)

-1.4%/yr^ns

No Clear Edge

Rank #4,344 · Top 53%

vs S&P -3.0%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 88.8%Top 10: 100.0%Top 20: 100.0%

LINC25.2%

BVS20.2%

ALNT15.0%

OFIX14.6%

AORT13.9%

TWIN4.9%

LYTS4.6%

ALOT1.6%

BA0.1%

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

Sector Allocation

Healthcare48.7%

Consumer Defensive25.2%

Technology21.1%

Industrials5.0%

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

Position Sizing

Positions: 9Median: 13.89%Avg: 11.11%

0–0.5%

1(0.1%)

0.5–1%

0(0.0%)

1–3%

1(1.6%)

3–5%

2(9.5%)

5%+

5(88.8%)

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

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Position Changes This Quarter

New1Increased2Decreased2Exited0

New Positions

BA0.1%

+2K

Increased

OFIX14.6%

+467K(+13%)

LYTS4.6%

+429K(+126%)

Decreased

LINC25.2%

-425,000(-18%)

ALNT15.0%

-73,227(-8%)

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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