Juniper Investment 13F annual report
Juniper Investment is an investment fund managing more than $115 million ran by John Bartholdson. There are currently 10 companies in Mr. Bartholdson’s portfolio. The largest investments include Artivion Inc and Bioventus Inc, together worth $55.4 million.
$115 million Assets Under Management (AUM)
As of 8th August 2022, Juniper Investment’s top holding is 1,935,864 shares of Artivion Inc currently worth over $36.5 million and making up 31.7% of the portfolio value.
Relative to the number of outstanding shares of Artivion Inc, Juniper Investment owns more than approximately 0.1% of the company.
In addition, the fund holds 2,761,657 shares of Bioventus Inc worth $18.8 million.
The third-largest holding is Allied Motion Technologies I worth $13.2 million and the next is VSE worth $9.88 million, with 262,928 shares owned.
Currently, Juniper Investment's portfolio is worth at least $115 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Juniper Investment
The Juniper Investment office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, John Bartholdson serves as the Partner at Juniper Investment.
Recent trades
In the most recent 13F filing, Juniper Investment revealed that it had increased its stake in Allied Motion Technologies I and bought 76,185 additional shares worth around .
One of the smallest hedge funds
The two most similar investment funds to Juniper Investment are Trybe Capital Management L.P. and Yunqi Capital Ltd. They manage $115 million and $115 million respectively.
John Bartholdson investment strategy
Juniper Investment’s portfolio is diversified across 4 sectors.
Currently, their heaviest sector is Health Care — making up 31.7% of
the total portfolio value.
The fund focuses on investments in the United States as
60.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are small-cap stocks.
Stocks with a size of more than $100 million in market cap make up
10% of the total holdings value.
On the other hand, large-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $361 million.
The complete list of Juniper Investment trades based on 13F SEC filings
These positions were updated on August 15th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Artivion Inc |
No change
1,935,864
|
$36,549,000 | 31.70% |
| Bioventus Inc |
No change
2,761,657
|
$18,835,000 | 16.34% |
| Allied Motion Technologies I |
15.24%
576,026
|
$13,156,000 | 11.41% |
| VSE Corp. |
32.76%
262,928
|
$9,881,000 | 8.57% |
| Transcat Inc |
No change
168,330
|
$9,563,000 | 8.30% |
| Twin Disc Incorporated |
No change
1,035,073
|
$9,378,000 | 8.13% |
| Lincoln Edl Svcs Corp |
No change
894,259
|
$5,643,000 | 4.89% |
| AstroNova Inc |
2.49%
431,375
|
$5,168,000 | 4.48% |
| Sunlight Financial Holdings |
No change
1,417,872
|
$4,183,000 | 3.63% |
| Intest Corp. |
8.42%
429,683
|
$2,930,000 | 2.54% |
| No transactions found | |||
| Showing first 500 out of 10 holdings | |||
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