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Orthofix Medical: Juniper reports about 13.4% stake

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Form Type
SCHEDULE 13D/A

Rhea-AI Filing Summary

Orthofix Medical Inc. (OFIX) shares were purchased by Juniper Targeted Opportunity Fund, L.P., which bought 1,039,303 shares between August 14, 2026, and November 11, 2026, for an aggregate purchase price of approximately $8,271,920, including brokerage commissions, in the open market.

The reporting persons collectively reported beneficial ownership of 5,481,846 shares, approximately 13.4% of the 40,759,801 shares reported outstanding as of November 5, 2026. Juniper Investment Company, LLC, Alexis P. Michas, and John A. Bartholdson may be deemed to share voting and dispositive power over the position; each disclaims beneficial ownership for all other purposes.

Shares purchased 1,039,303 shares Juniper Targeted Opportunity Fund purchases between August 14, 2026, and November 11, 2026
Aggregate purchase price Approximately $8,271,920 Includes brokerage commissions; open-market purchases
Collective beneficial ownership 5,481,846 shares Reported by the reporting persons collectively
Collective ownership of outstanding shares Approximately 13.4% Calculated using 40,759,801 shares reported outstanding as of November 5, 2026
Shares outstanding 40,759,801 shares As of November 5, 2026
Juniper Targeted Opportunity Fund beneficial ownership 4,461,019 shares Reported position
Juniper Targeted Opportunities beneficial ownership 935,901 shares Reported position
beneficial ownership regulatory
"may be deemed to own beneficially"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
sole power to vote regulatory
"has the sole power to vote or direct their respective vote"
dispositive power regulatory
"sole power to dispose or direct the disposition"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
open market financial
"purchased ... in the open market"
An open market is a system where buying and selling of goods, services, or financial assets happen freely without restrictions or special controls. For investors, it means they can trade assets easily and quickly, which helps determine fair prices based on supply and demand. This environment encourages transparency and competition, making it easier to buy or sell with confidence.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many OFIX shares did Juniper Targeted Opportunity Fund buy?

Juniper Targeted Opportunity Fund, L.P. purchased 1,039,303 shares between August 14, 2026, and November 11, 2026, for an aggregate purchase price of approximately $8,271,920, including brokerage commissions. The purchases were made in the open market.

How many OFIX shares do the Juniper reporting persons collectively own?

The reporting persons collectively reported beneficial ownership of 5,481,846 shares, approximately 13.4% of Orthofix’s 40,759,801 shares outstanding as of November 5, 2026.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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68752M108

(CUSIP Number)
John A. Bartholdson
Juniper Investment Company, LLC, 555 Madison Avenue, 24th Floor
New York, NY, 10022
(212) 339-8500

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)
11/09/2026

(Date of Event Which Requires Filing of This Statement)


If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).




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SCHEDULE 13D






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SCHEDULE 13D






SCHEDULE 13D






SCHEDULE 13D






SCHEDULE 13D






SCHEDULE 13D






SCHEDULE 13D






SCHEDULE 13D


Juniper Targeted Opportunity Fund, L.P.
Signature:/s/ John A. Bartholdson
Name/Title:Managing Member of its General Partner, Juniper HF Investors II, LLC
Date:11/12/2026
Juniper HF Investors II, LLC
Signature:/s/ John A. Bartholdson
Name/Title:Managing Member
Date:11/12/2026
Juniper Targeted Opportunities, L.P.
Signature:/s/ John A. Bartholdson
Name/Title:Managing Member of its General Partner, Juniper Targeted Opportunity Investors, LLC
Date:11/12/2026
Juniper Targeted Opportunity Investors, LLC
Signature:/s/ John A. Bartholdson
Name/Title:Managing Member
Date:11/12/2026
Juniper Multi-Strategy Fund, L.P.
Signature:/s/ John A. Bartholdson
Name/Title:Managing Member of its General Partner, Juniper Targeted Opportunity Investors, LLC
Date:11/12/2026
Juniper HF Investors, LLC
Signature:/s/ John A. Bartholdson
Name/Title:Managing Member
Date:11/12/2026
Juniper Investment Company, LLC
Signature:/s/ John A. Bartholdson
Name/Title:Managing Member
Date:11/12/2026
Alexis P. Michas
Signature:/s/ Alexis P. Michas
Name/Title:Managing Member
Date:11/12/2026
John A. Bartholdson
Signature:/s/ John A. Bartholdson
Name/Title:Managing Member
Date:11/12/2026

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