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John A. Bartholdson

@Juniper Investment Company, Llc

Latest period2024 - Q3ReportedManaged Assets$239.535MTotal holdings12
Assets growth rate14.85%Assets growth rate (2-Q avg)9.32%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Juniper Investment Company, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 12 positions.

Assets under management

The assets under management (AUM) of Juniper Investment Company, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 239.535M in assets, with a quarterly growth rate of 14.85% and a 2-quarter average growth rate of 9.32%. The portfolio is managed by John A. Bartholdson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BVSBioventus Inc
Recent Activity
Increased 1.55%
34.62%
$82.925M
6.939M shares@ $11.95 avg price
AORTArtivion Inc
Recent Activity
23.32%
$55.853M
2.098M shares@ $26.63 avg price
LINCLincoln Edl Svcs Corp
Recent Activity
Decreased -2.47%
16.14%
$38.655M
3.237M shares@ $11.95 avg price
ALNTAllient Inc
Recent Activity
6.02%
$14.407M
758,652 shares@ $18.99 avg price
OFIXOrthofix Med Inc
Recent Activity
Increased 180.2%
5.66%
$13.536M
866,593 shares@ $15.63 avg price
TWINTwin Disc Inc
Recent Activity
5.35%
$12.802M
1.025M shares@ $12.49 avg price
VSECVse Corp
Recent Activity
Decreased -61.35%
4.17%
$9.97M
120,512 shares@ $82.74 avg price
ALOTAstronova Inc
Recent Activity
3.01%
$7.204M
535,203 shares@ $13.46 avg price
LYTSLsi Inds Inc Ohio
Recent Activity
Increased 22.79%
0.75%
$1.773M
109,811 shares@ $16.16 avg price
INTTIntest Corp
Recent Activity
Decreased -29.31%
0.6%
$1.431M
196,049 shares@ $7.31 avg price