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[SCHEDULE 13D/A] Orthofix Medical Inc. Amended Major Shareholder Report

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13D/A

Rhea-AI Filing Summary

Juniper Investment Company and affiliated funds reported an increased ownership stake in Orthofix Medical Inc. common stock. The group now collectively holds 3,784,617 shares, representing approximately 9.6% of Orthofix’s 39,599,959 shares outstanding as of October 31, 2025.

Between October 20, 2025 and February 12, 2026, Juniper Targeted Opportunity Fund, L.P. purchased 541,333 shares in open-market transactions for an aggregate purchase price of approximately $7,916,857, including brokerage commissions. Individual funds within the Juniper complex hold positions ranging from 45,426 shares (about 0.1% of the company) to 2,803,290 shares (about 7.1%).

Juniper Investment Company acts as investment advisor to the funds and may be deemed to beneficially own the full 3,784,617-share position, while Juniper general-partner entities and managing members Alexis P. Michas and John A. Bartholdson may also be deemed beneficial owners, each disclaiming beneficial ownership for purposes other than securities law reporting.

Positive

  • None.

Negative

  • None.

Insights

Juniper-affiliated funds modestly increased their Orthofix position to a sizable 9.6% stake.

The filing shows Juniper Fund, Juniper Targeted Opportunities, and Juniper Multi-Strategy collectively holding 3,784,617 Orthofix shares, or about 9.6% of shares outstanding as of the October 31, 2025 record date. This consolidates prior holdings under one updated disclosure.

Incremental buying occurred between October 20, 2025 and February 12, 2026, when Juniper Targeted Opportunity Fund, L.P. purchased 541,333 shares for roughly $7,916,857 in open-market trades. That represents meaningful additional capital but not a controlling interest.

The filing clarifies voting and dispositive power: individual funds have sole power over their respective positions, while Juniper Investment Company and its managing members may be deemed to share such powers under Rule 13d-3. Actual influence will depend on how this 9.6% block is used in future company matters.






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).






SCHEDULE 13D






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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:02/13/2026
Juniper HF Investors II, LLC
Signature:/s/ John A. Bartholdson
Name/Title:Managing Member
Date:02/13/2026
Juniper Targeted Opportunities, L.P.
Signature:/s/ John A. Bartholdson
Name/Title:Managing Member of its General Partner, Juniper Targeted Opportunity Investors, LLC
Date:02/13/2026
Juniper Targeted Opportunity Investors, LLC
Signature:/s/ John A. Bartholdson
Name/Title:Managing Member
Date:02/13/2026
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:02/13/2026
Juniper HF Investors, LLC
Signature:/s/ John A. Bartholdson
Name/Title:Managing Member
Date:02/13/2026
Juniper Investment Company, LLC
Signature:/s/ John A. Bartholdson
Name/Title:Managing Member
Date:02/13/2026
Alexis P. Michas
Signature:/s/ Alexis P. Michas
Name/Title:Managing Member
Date:02/13/2026
John A. Bartholdson
Signature:/s/ John A. Bartholdson
Name/Title:Managing Member
Date:02/13/2026

FAQ

How many Orthofix (OFIX) shares do Juniper-affiliated funds now own?

Juniper-affiliated funds collectively hold 3,784,617 Orthofix shares. This represents approximately 9.6% of the 39,599,959 shares outstanding as of October 31, 2025, consolidating positions across multiple Juniper funds and related entities into one disclosed ownership block.

What percentage of Orthofix (OFIX) does Juniper Investment Company report owning?

Juniper Investment Company may be deemed to beneficially own about 9.6% of Orthofix. That percentage is based on 3,784,617 shares held by Juniper Fund, Juniper Targeted Opportunities, and Juniper Multi-Strategy, relative to 39,599,959 shares outstanding as of October 31, 2025.

How many Orthofix (OFIX) shares did Juniper Targeted Opportunity Fund recently buy?

Juniper Targeted Opportunity Fund, L.P. purchased 541,333 Orthofix shares. These open-market transactions occurred between October 20, 2025, and February 12, 2026, at a total purchase price of approximately $7,916,857, including brokerage commissions, increasing the fund’s disclosed ownership stake.

What are the individual Orthofix (OFIX) holdings of key Juniper funds?

Juniper Fund beneficially owns 2,803,290 Orthofix shares, Juniper Targeted Opportunities owns 935,901 shares, and Juniper Multi-Strategy owns 45,426 shares. These positions correspond to approximately 7.1%, 2.4%, and 0.1% of Orthofix’s outstanding shares as of October 31, 2025.

Who are the reporting persons in this Orthofix (OFIX) Schedule 13D/A amendment?

Reporting persons include Juniper Targeted Opportunity Fund, Juniper Targeted Opportunities, Juniper Multi-Strategy, several Juniper general-partner entities, Juniper Investment Company, and individuals Alexis P. Michas and John A. Bartholdson, who serve as managing members of the key Juniper entities involved.

How is voting power over Orthofix (OFIX) shares allocated among Juniper entities?

Juniper Fund, Juniper Targeted Opportunities, and Juniper Multi-Strategy have sole voting and dispositive power over their respective Orthofix shares. Juniper general-partner entities, Juniper Investment Company, and Messrs. Michas and Bartholdson may be deemed to share such powers and generally disclaim beneficial ownership for other purposes.
Orthofix Med Inc

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Surgical & Medical Instruments & Apparatus
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