Juniper Investment Company, LLC Long-Term Concentrated

CIK: 0001794034 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 17, 2021

Total Value ($000): $140,085 (100.0% shares, 0.0% debt)

Holdings (11)

— LYDALL INC DEL 30.1%

Value ($000) $42,139 Shares 1,248,923 Est. Cost $15.53 Unrealized —

AORT CRYOLIFE INC 25.9%

Value ($000) $36,234 Shares 1,604,707 Est. Cost $28.32 Unrealized -13.6%

ALNT ALLIED MOTION TECHNOLOGIES I 10.3%

Value ($000) $14,361 Shares 279,780 Est. Cost $23.83 Unrealized +36.3%

TRNS TRANSCAT INC 7.6%

Value ($000) $10,610 Shares 216,184 Est. Cost $23.60 Unrealized +81.7%

TWIN TWIN DISC INC 7.0%

Value ($000) $9,799 Shares 1,024,954 Est. Cost $9.60 Unrealized -10.6%

— MISONIX INC 6.5%

Value ($000) $9,127 Shares 465,920 Est. Cost $12.75 Unrealized —

INTT INTEST CORP 4.2%

Value ($000) $5,951 Shares 503,900 Est. Cost $4.92 Unrealized +74.1%

ALOT ASTRONOVA INC 3.0%

Value ($000) $4,167 Shares 310,942 Est. Cost $11.42 Unrealized 0.0%

LINC LINCOLN EDL SVCS CORP 2.6%

Value ($000) $3,611 Shares 563,274 Est. Cost $2.05 Unrealized +203.6%

VSEC VSE CORP 2.1%

Value ($000) $2,972 Shares 75,232 Est. Cost $37.20 Unrealized +1.6%

MTRX MATRIX SVC CO 0.8%

Value ($000) $1,114 Shares 84,954 Est. Cost $9.21 Unrealized +44.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	LYDALL INC DEL	1,248,923	$42,139	30.1%	$15.53	—	COM	550819106
AORT	CRYOLIFE INC	1,604,707	$36,234	25.9%	$28.32	-13.6%	COM	228903100
ALNT	ALLIED MOTION TECHNOLOGIES I	279,780	$14,361	10.3%	$23.83	+36.3%	COM	019330109
TRNS	TRANSCAT INC	216,184	$10,610	7.6%	$23.60	+81.7%	COM	893529107
TWIN	TWIN DISC INC	1,024,954	$9,799	7.0%	$9.60	-10.6%	COM	901476101
—	MISONIX INC	465,920	$9,127	6.5%	$12.75	—	COM	604871103
INTT	INTEST CORP	503,900	$5,951	4.2%	$4.92	+74.1%	COM	461147100
ALOT	ASTRONOVA INC	310,942	$4,167	3.0%	$11.42	0.0%	COM	04638F108
LINC	LINCOLN EDL SVCS CORP	563,274	$3,611	2.6%	$2.05	+203.6%	COM	533535100
VSEC	VSE CORP	75,232	$2,972	2.1%	$37.20	+1.6%	COM	918284100
MTRX	MATRIX SVC CO	84,954	$1,114	0.8%	$9.21	+44.8%	COM	576853105