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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
+30.73%
1 Year Est. Return
+120.09%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$237M
AUM Growth
+$55.6M
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
$237M 100%
101,181,329
– –

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Juniper Capital Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Juniper Capital Advisors held 1 position worth $237M, up 31% from $181M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q3 2025: 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 $237M portfolio in Q3 2025.
  • Juniper Capital Advisors opened 0 new positions and closed 0 in Q3 2025.
  • Juniper Capital Advisors's portfolio value rose 31% quarter-over-quarter to $237M.

Based on Juniper Capital Advisors's 13F filing for Q3 2025, filed 17 Feb 2026.