| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 11 | 377,603 | LINC, ALNT, BVS, AORT | 13F-HR | 8/14/2026 | 000121465926010370 |
| Q1 2026 | 9 | 313,398 | LINC, BVS, ALNT, OFIX | 13F-HR | 5/15/2026 | 000121465926006457 |
| Q4 2025 | 8 | 290,854 | LINC, AORT, OFIX, BVS | 13F-HR | 2/17/2026 | 000121465926001968 |
| Q3 2025 | 9 | 261,434 | AORT, LINC, BVS, OFIX | 13F-HR | 11/14/2025 | 000121465925016625 |
| Q2 2025 | 12 | 243,215 | AORT, LINC, BVS, ALNT | 13F-HR | 8/14/2025 | 000121465925012219 |
| Q1 2025 | 12 | 222,385 | BVS, AORT, LINC, OFIX | 13F-HR | 5/15/2025 | 000121465925007824 |
| Q4 2024 | 12 | 253,815 | BVS, AORT, LINC, OFIX | 13F-HR | 2/14/2025 | 000121465925002835 |
| Q3 2024 | 12 | 239,534 | BVS, AORT, LINC, ALNT | 13F-HR | 11/14/2024 | 000121465924019132 |
| Q2 2024 | 12 | 208,579 | AORT, LINC, BVS, VSEC | 13F-HR | 8/14/2024 | 000121465924014678 |
| Q1 2024 | 10 | 200,968 | AORT, BVS, LINC, VSEC | 13F-HR | 5/15/2024 | 000121465924009303 |
| Q4 2023 | 10 | 188,086 | LINC, AORT, BVS, VSEC | 13F-HR | 2/14/2024 | 000121465924002820 |
| Q3 2023 | 10 | 157,525 | LINC, AORT, BVS, ALNT | 13F-HR | 11/14/2023 | 000121465923015122 |
| Q2 2023 | 9 | 157,476 | AORT, LINC, ALNT, BVS | 13F-HR | 8/14/2023 | 000121465923011264 |
| Q1 2023 | 9 | 136,833 | LINC, AORT, ALNT, VSEC | 13F-HR | 5/15/2023 | 000121465923007158 |
| Q4 2022 | 9 | 136,270 | LINC, AORT, ALNT, VSEC | 13F-HR | 2/14/2023 | 000121465923002375 |
| Q3 2022 | 9 | 118,460 | AORT, BVS, ALNT, TRNS | 13F-HR | 11/14/2022 | 000121465922013672 |
| Q2 2022 | 10 | 115,286 | AORT, BVS, ALNT, VSEC | 13F-HR | 8/15/2022 | 000121465922010195 |
| Q1 2022 | 10 | 159,430 | AORT, BVS, TWIN, ALNT | 13F-HR | 5/16/2022 | 000121465922007014 |
| Q4 2021 | 9 | 148,096 | BVS, AORT, TRNS, ALNT | 13F-HR | 2/14/2022 | 000121465922002623 |
| Q3 2021 | 11 | 113,767 | AORT, ALNT, TRNS, MSON | 13F-HR | 11/15/2021 | 000121465921011790 |
| Q2 2021 | 10 | 150,790 | AORT, LDL, TWIN, ALNT | 13F-HR | 8/16/2021 | 000121465921008663 |
| Q1 2021 | 11 | 140,085 | LDL, AORT, ALNT, TRNS | 13F-HR | 5/17/2021 | 000121465921005579 |
| Q4 2020 | 11 | 127,969 | AORT, LDL, ALNT, TRNS | 13F-HR | 2/12/2021 | 000179403421000001 |
| Q3 2020 | 9 | 94,341 | AORT, LDL, ALNT, TRNS | 13F-HR | 11/13/2020 | 000179403420000005 |
| Q2 2020 | 9 | 90,169 | AORT, LDL, ALNT, TRNS | 13F-HR | 8/14/2020 | 000179403420000003 |
| Q1 2020 | 9 | 64,614 | AORT, TRNS, ALNT, TWIN | 13F-HR | 5/15/2020 | 000179403420000002 |
| Q4 2019 | 9 | 102,806 | AORT, ALNT, TRNS, TGI | 13F-HR | 2/14/2020 | 000179403420000001 |
| Q3 2019 | 8 | 95,907 | AORT, ALNT, TRNS, TGI | 13F-HR | 11/14/2019 | 000179403419000001 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each security where the latest filing since 12/18/2024 is a 13D, newest first.
| Issuer | % of Class | Filed | ||||
|---|---|---|---|---|---|---|
|
Lincoln Educational Services Corporation
13D/A
LINC · 533535100
|
6.1% |
6/15/2026
Event 6/11/2026
|
||||
| Juniper Targeted Opportunity Fund, L.P. | 5.5% | |||||
| Juniper HF Investors II, LLC | 5.5% | |||||
| Juniper Targeted Opportunities, L.P. | 0% | |||||
| Juniper Targeted Opportunity Investors, LLC | 0% | |||||
| Juniper Investment Company, LLC | 5.5% | |||||
| Alexis P. Michas | 6.1% | |||||
| John A. Bartholdson | 6.1% | |||||
|
Orthofix Medical Inc.
13D/A
OFIX · 68752M108
|
11.0% |
5/27/2026
Event 5/22/2026
|
||||
| Juniper Targeted Opportunity Fund, L.P. | 8.6% | |||||
| Juniper HF Investors II, LLC | 8.6% | |||||
| Juniper Targeted Opportunities, L.P. | 2.3% | |||||
| Juniper Targeted Opportunity Investors, LLC | 2.3% | |||||
| Juniper Multi-Strategy Fund, L.P. | 0.1% | |||||
| Juniper HF Investors, LLC | 0.1% | |||||
| Juniper Investment Company, LLC | 11.0% | |||||
| Alexis P. Michas | 11.0% | |||||
| John A. Bartholdson | 11.0% | |||||
| Under 5%, checked the "5 percent or less" box, or amended by a later filing (2) | ||||||
|
Allient Inc.
13D/A
ALNT · 019330109
|
3.5% |
8/13/2026
Event 8/11/2026
|
||||
| Juniper Targeted Opportunity Fund, L.P. | 3.5% | |||||
| Juniper HF Investors II, LLC | 3.5% | |||||
| Juniper Multi-Strategy Fund, L.P. | 0% | |||||
| Juniper HF Investors, LLC | 0% | |||||
| Juniper Investment Company, LLC | 3.5% | |||||
| Alexis P. Michas | 3.5% | |||||
| John A. Bartholdson | 3.5% | |||||
|
Artivion, Inc.
13D/A
AORT · 228903100
|
4.0% |
8/12/2025
Event 8/8/2025
|
||||
| Juniper Targeted Opportunity Fund, L.P. | 3.1% | |||||
| Juniper HF Investors II, LLC | 3.1% | |||||
| Juniper Targeted Opportunities, L.P. | 0.8% | |||||
| Juniper Targeted Opportunity Investors, LLC | 0.8% | |||||
| Juniper Multi-Strategy Fund, L.P. | 0% | |||||
| Juniper HF Investors, LLC | 0% | |||||
| Juniper Investment Company, LLC | 4.0% | |||||
| Alexis P. Michas | 4.0% | |||||
| John A. Bartholdson | 4.0% | |||||