Arkolith/Funds/Juniper Capital Advisors, L.P.

Juniper Capital Advisors, L.P.

CIK 2011609
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Juniper Capital Advisors, L.P. holds a concentrated book of 2 stocks worth $332.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Pedevco Corp and trimmed Baytex Energy Corp. Their largest long position is Baytex Energy Corp at 67% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
0
existing
Trimmed
1
reduced
Sold out
1
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Energy
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Juniper Capital Advisors, L.P.

Manager / fundShared namesTheir $ in those
VANGUARD CAPITAL MANAGEMENT LLC2 / 2$89.2M
MILLENNIUM MANAGEMENT LLC2 / 2$40.9M
ROYAL BANK OF CANADA2 / 2$35.6M
MORGAN STANLEY2 / 2$31.3M
VANGUARD FIDUCIARY TRUST CO2 / 2$27.2M
RENAISSANCE TECHNOLOGIES LLC2 / 2$24.5M
UBS Group AG2 / 2$15.6M
BANK OF AMERICA CORP /DE/2 / 2$14.1M

Ranked by how many of Juniper Capital Advisors, L.P.'s top 2 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

2 positions
#SecurityValueShares% PortLast moveHistory
1Baytex Energy Corp.
Common Shares
$222.2M49.70M
66.9%
−47%
Reduced · −44.7M sh
2Pedevco Corp.
Common Stock
$109.8M6.86M
33.1%
New
New position
Showing all 2 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20262$332.0M13F-HR
Q4 2025Dec 31, 2025Feb 17, 20262$305.2M13F-HR
Q3 2025Sep 30, 2025Feb 17, 20261$236.8M13F-HR
Q2 2025Jun 30, 2025Feb 17, 20261$181.1M13F-HR
Q1 2025Mar 31, 2025Feb 17, 20261$225.6M13F-HR
Q4 2024Dec 31, 2024Feb 17, 20261$261.0M13F-HR
Q3 2024Sep 30, 2024Feb 17, 20261$300.5M13F-HR
Q2 2024Jun 30, 2024Feb 17, 20261$352.1M13F-HR
Q1 2024Mar 31, 2024Feb 17, 20261$367.3M13F-HR
Q4 2023Dec 31, 2023Feb 9, 20241$337.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.