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JCA

Juniper Capital Advisors Portfolio holdings

AUM $218M
1-Year Est. Return 120.09%
This Fund
S&P 500
This Quarter Est. Return
-13.13%
1 Year Est. Return
+120.09%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$261M
AUM Growth
-$39.5M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Energy 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BTE icon
1
Baytex Energy
BTE
$3.31B
$261M 100%
101,181,329
– –

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Juniper Capital Advisors's Q4 2024 Portfolio in Review

As of Q4 2024, Juniper Capital Advisors held 1 position worth $261M, down 13% from $301M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2024: portfolio turnover was 0%. Juniper Capital Advisors opened no new positions and made no exits, leaving the 1-position portfolio largely intact.

By sector, the portfolio is most concentrated in Energy at 100% of assets, unchanged from a quarter earlier.

  • Juniper Capital Advisors's ten largest holdings make up 100% of its $261M portfolio in Q4 2024.
  • Juniper Capital Advisors opened 0 new positions and closed 0 in Q4 2024.
  • Juniper Capital Advisors's portfolio value fell 13% quarter-over-quarter to $261M.

Based on Juniper Capital Advisors's 13F filing for Q4 2024, filed 17 Feb 2026.