Juniper Investment Company, LLC Long-Term Concentrated

CIK: 0001794034 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 17, 2026

Total Value ($000): $290,855 (100.0% shares, 0.0% debt)

Holdings (8)

Increased Positions (2)

OFIX ORTHOFIX MED INC 18.3%

Value ($000) $53,217 (+27.7%) Shares 3,510,333 (+23.3%) Est. Cost $15.52 Unrealized -1.7%

LYTS LSI INDS INC OHIO 2.2%

Value ($000) $6,256 (+141.3%) Shares 341,504 (+211.0%) Est. Cost $18.48 Unrealized +10.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
OFIX	ORTHOFIX MED INC	3,510,333 (+23.3%)	$53,217 (+27.7%)	18.3%	$15.52	-1.7%	COM	68752M108
LYTS	LSI INDS INC OHIO	341,504 (+211.0%)	$6,256 (+141.3%)	2.2%	$18.48	+10.0%	COM	50216C108

Exited Positions (1)

POCI PRECISION OPTICS CORP INC MA 0.0%

Value ($000) $67 Shares 15,502 Est. Cost $5.95 Unrealized -27.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
POCI	PRECISION OPTICS CORP INC MA	15,502	$67	0.0%	$5.95	-27.4%	—	740294400

Decreased Positions (1)

AORT ARTIVION INC 18.6%

Value ($000) $54,236 (-4.0%) Shares 1,189,136 (-10.8%) Est. Cost $26.39 Unrealized +68.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AORT	ARTIVION INC	1,189,136 (-10.8%)	$54,236 (-4.0%)	18.6%	$26.39	+68.8%	COM	228903100

Unchanged Positions (5)

ALNT ALLIENT INC 16.1%

Value ($000) $46,717 Shares 869,149 Est. Cost $27.83 Unrealized +87.9%

BVS BIOVENTUS INC 17.8%

Value ($000) $51,629 Shares 6,939,357 Est. Cost $8.01 Unrealized -10.3%

TWIN TWIN DISC INC 5.9%

Value ($000) $17,096 Shares 1,024,954 Est. Cost $9.60 Unrealized +60.8%

LINC LINCOLN EDL SVCS CORP 19.6%

Value ($000) $57,074 Shares 2,363,311 Est. Cost $5.59 Unrealized +289.6%

ALOT ASTRONOVA INC 1.6%

Value ($000) $4,630 Shares 535,203 Est. Cost $12.80 Unrealized -31.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ALNT	ALLIENT INC	869,149	$46,717	16.1%	$27.83	+87.9%	COM	019330109
BVS	BIOVENTUS INC	6,939,357	$51,629	17.8%	$8.01	-10.3%	COM CL A	09075A108
TWIN	TWIN DISC INC	1,024,954	$17,096	5.9%	$9.60	+60.8%	COM	901476101
LINC	LINCOLN EDL SVCS CORP	2,363,311	$57,074	19.6%	$5.59	+289.6%	COM	533535100
ALOT	ASTRONOVA INC	535,203	$4,630	1.6%	$12.80	-31.9%	COM	04638F108