Juniper Investment Company, LLC holds a concentrated book of 8 stocks worth $313.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed Lincoln Educational Services. Their largest long position is Lincoln Educational Services at 25% of the equity book. They also disclosed $299K in call options (bullish), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1794034/holdings"
Use Arkolith to show Juniper Investment Company, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Lincoln Edl Svcs Corp COM | $78.9M | 1.94M | 25.2% | ▼−18% Reduced · −425K sh | |
| 2 | Bioventus Inc COM CL A | $63.4M | 6.94M | 20.2% | —Held | |
| 3 | Allient Inc COM | $47.0M | 795.9K | 15.0% | ▼−8.4% Reduced · −73K sh | |
| 4 | Orthofix Med Inc COM | $45.6M | 3.98M | 14.6% | ▲+13% Added · +467K sh | |
| 5 | Artivion Inc COM | $43.5M | 1.19M | 13.9% | —Held | |
| 6 | Twin Disc Inc COM | $15.4M | 1.02M | 4.9% | —Held | |
| 7 | Lsi Inds Inc Ohio COM | $14.3M | 770.7K | 4.6% | ▲+126% Added · +429K sh | |
| 8 | Astronova Inc COM | $4.9M | 535.2K | 1.6% | —Held |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | BOEING CO/THEBA | $299K | 2K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
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.