John A. Bartholdson

Juniper Investment Company, Llc

Assets Managed

$313.399M

Holdings

Last Quarter

2026 - Q1

Filed Date

11d ago

Growth Rate

7.76%(2Q avg: 9.51%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Juniper Investment Company, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 9 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 313.399M in assets, with a quarterly growth rate of 7.76% and a 2-quarter average growth rate of 9.51%. The portfolio is managed by John A. Bartholdson, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
LINC Lincoln Educational Services Recent Activity Decreased -17.98%	25.16%	$78.85M 1.938M shares@ $40.68 avg price	Decreased -17.98%
BVS Bioventus Inc - A Recent Activity	20.22%	$63.356M 6.939M shares@ $9.13 avg price
ALNT Allient Inc Recent Activity Decreased -8.42%	15.01%	$47.031M 795,922 shares@ $59.1 avg price	Decreased -8.42%
OFIX Orthofix Medical Inc Recent Activity Increased 13.3%	14.56%	$45.616M 3.977M shares@ $11.48 avg price	Increased 13.3%
AORT Artivion Inc Recent Activity	13.9%	$43.546M 1.189M shares@ $36.62 avg price
TWIN Twin Disc Inc Recent Activity	4.93%	$15.446M 1.025M shares@ $15.08 avg price
LYTS Lsi Industries Inc Recent Activity Increased 125.7%	4.58%	$14.336M 770,749 shares@ $18.6 avg price	Increased 125.7%
ALOT Astronova Inc Recent Activity	1.57%	$4.919M 535,203 shares@ $9.2 avg price
BA Boeing Co The Recent Activity New Position	0.1%	$298,545↑ Call 1,500 shares@ $199.03 avg price	New Position

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