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.
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
Other tracked managers holding the same core names as Juniper Investment Company, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 8 / 8 | $503.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | 8 / 8 | $232.3M |
| FMR LLC | 8 / 8 | $225.3M |
| GEODE CAPITAL MANAGEMENT, LLC | 8 / 8 | $172.3M |
| STATE STREET CORP | 8 / 8 | $161.1M |
| DIMENSIONAL FUND ADVISORS LP | 8 / 8 | $159.7M |
| MORGAN STANLEY | 8 / 8 | $107.5M |
| NORTHERN TRUST CORP | 8 / 8 | $50.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Juniper Investment Company, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
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, filed up to 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.