Fund Universe

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☆Juniper Investment Company, LLC

CIK 0001794034 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.852
AUM ($M)
377
Positions
10
Turnover
0.11
Top-10 wt
100%
Herfindahl
0.160
History (qtrs)
6
Excess Return
-26.1%

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Quarter
Activity this period
Security type

Holdings · 10 positions · portfolio value $377M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆LINC funds › LINCOLN EDL SVCS CORP TRIM Common Stock 22.9% -2.3% 86.5 1,732,966 -205,345 5 —
☆ALNT funds › ALLIENT INC TRIM Common Stock 20.8% +5.8% 78.5 762,305 -33,617 5 —
☆BVS funds › BIOVENTUS INC HOLD Common Stock 17.4% -2.9% 65.5 6,939,357 +0 5 —
☆AORT funds › ARTIVION INC ADD Common Stock 12.0% -1.9% 45.4 2,019,885 +830,749 5 —
☆OFIX funds › ORTHOFIX MED INC ADD — 10.8% -3.8% 40.6 4,442,543 +465,584 5 —
☆TWIN funds › TWIN DISC INC HOLD — 6.3% +1.4% 23.8 1,024,954 +0 5 —
☆LYTS funds › LSI INDS INC OHIO ADD Common Stock 5.5% +0.9% 20.8 781,399 +10,650 5 —
☆ALOT funds › ASTRONOVA INC HOLD — 4.0% +2.5% 15.2 535,203 +0 5 —
☆MG funds › MISTRAS GROUP INC NEW — 0.3% +0.3% 1.1 61,138 +61,138 1 -1.0%
☆BSX funds › BOSTON SCIENTIFIC CORP NEW Common Stock 0.0% +0.0% 0.2 4,100 +4,100 1 -51.3%

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 377 10 0.11 100% 0.160 0.852 — in
2026Q1 313 8 0.10 100% 0.172 0.844 — in
2025Q4 291 8 0.05 100% 0.168 0.871 — in
2025Q3 261 9 0.08 100% 0.174 0.829 — in
2025Q2 243 11 0.14 100% 0.190 0.770 — entered
2025Q1 222 11 0.00 100% 0.198 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status