Juniper Investment Company, LLC Long-Term Concentrated

CIK: 0001794034 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 16, 2021

Total Value ($000): $150,790 (100.0% shares, 0.0% debt)

Holdings (10)

AORT CRYOLIFE INC 30.2%

Value ($000) $45,574 Shares 1,604,707 Est. Cost $28.32 Unrealized -3.7%

— LYDALL INC 24.6%

Value ($000) $37,139 Shares 613,670 Est. Cost $15.53 Unrealized —

TWIN TWIN DISC INC 9.7%

Value ($000) $14,585 Shares 1,024,954 Est. Cost $9.60 Unrealized +25.3%

ALNT ALLIED MOTION TECHNOLOGIES I 9.4%

Value ($000) $14,215 Shares 411,678 Est. Cost $27.28 Unrealized +26.8%

TRNS TRANSCAT INC 7.4%

Value ($000) $11,089 Shares 196,233 Est. Cost $23.60 Unrealized +120.7%

— MISONIX INC 6.9%

Value ($000) $10,334 Shares 465,920 Est. Cost $12.75 Unrealized —

ALOT ASTRONOVA INC 3.5%

Value ($000) $5,235 Shares 376,067 Est. Cost $12.10 Unrealized +26.6%

INTT INTEST CORP 3.0%

Value ($000) $4,512 Shares 269,045 Est. Cost $4.92 Unrealized +174.7%

LINC LINCOLN EDL SVCS CORP 2.9%

Value ($000) $4,382 Shares 563,274 Est. Cost $2.05 Unrealized +249.4%

VSEC VSE CORP 2.5%

Value ($000) $3,725 Shares 75,232 Est. Cost $37.20 Unrealized +19.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AORT	CRYOLIFE INC	1,604,707	$45,574	30.2%	$28.32	-3.7%	COM	228903100
—	LYDALL INC	613,670	$37,139	24.6%	$15.53	—	COM	550819106
TWIN	TWIN DISC INC	1,024,954	$14,585	9.7%	$9.60	+25.3%	COM	901476101
ALNT	ALLIED MOTION TECHNOLOGIES I	411,678	$14,215	9.4%	$27.28	+26.8%	COM	019330109
TRNS	TRANSCAT INC	196,233	$11,089	7.4%	$23.60	+120.7%	COM	893529107
—	MISONIX INC	465,920	$10,334	6.9%	$12.75	—	COM	604871103
ALOT	ASTRONOVA INC	376,067	$5,235	3.5%	$12.10	+26.6%	COM	04638F108
INTT	INTEST CORP	269,045	$4,512	3.0%	$4.92	+174.7%	COM	461147100
LINC	LINCOLN EDL SVCS CORP	563,274	$4,382	2.9%	$2.05	+249.4%	COM	533535100
VSEC	VSE CORP	75,232	$3,725	2.5%	$37.20	+19.9%	COM	918284100