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Alpine Peaks Capital, Lp Top Holdings and 13F Report (2025)

About Alpine Peaks Capital, Lp

Investment Activity

  • Alpine Peaks Capital, Lp has $121.81 million in total holdings as of December 31, 2024.
  • Alpine Peaks Capital, Lp owns shares of 23 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 2.12% of the portfolio was purchased this quarter.
  • About 36.72% of the portfolio was sold this quarter.
  • This quarter, Alpine Peaks Capital, Lp has purchased 23 new stocks and bought additional shares in 3 stocks.
  • Alpine Peaks Capital, Lp sold shares of 20 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Rollins
$7,822,397
HEICO
$7,288,568
Trimble
$7,206,119
Cognex
$7,108,133

Largest Purchases this Quarter

Littelfuse
7,450 shares (about $1.76M)
Bright Horizons Family Solutions
4,205 shares (about $466.12K)
Advanced Drainage Systems
3,170 shares (about $366.45K)

Largest Sales this Quarter

Inter Parfums
41,070 shares (about $5.40M)
Westinghouse Air Brake Technologies
23,570 shares (about $4.47M)
Trimble
58,833 shares (about $4.16M)
Rollins
86,890 shares (about $4.03M)
EVERTEC
88,095 shares (about $3.04M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAlpine Peaks Capital, Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Bright Horizons Family Solutions Inc. stock logo
BFAM
Bright Horizons Family Solutions
$7,953,598$466,124 6.2%71,7516.5%Business Services
Rollins, Inc. stock logo
ROL
Rollins
$7,822,397$4,027,352 -34.0%168,7686.4%Construction
HEICO Co. stock logo
HEI.A
HEICO
$7,288,568$290,657 -3.8%39,1696.0%Aerospace
Trimble Inc. stock logo
TRMB
Trimble
$7,206,119$4,157,140 -36.6%101,9835.9%Industrial Products
Cognex Co. stock logo
CGNX
Cognex
$7,108,133$1,769,153 -19.9%198,2195.8%Computer and Technology
Medpace Holdings, Inc. stock logo
MEDP
Medpace
$7,012,046$2,459,499 -26.0%21,1065.8%Medical
Inter Parfums, Inc. stock logo
IPAR
Inter Parfums
$6,806,826$5,401,116 -44.2%51,7595.6%Consumer Discretionary
U.S. Physical Therapy, Inc. stock logo
USPH
U.S. Physical Therapy
$6,736,105$2,679,308 -28.5%75,9345.5%Medical
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$6,463,741$1,234,574 -16.0%19,7335.3%Medical
EVERTEC, Inc. stock logo
EVTC
EVERTEC
$5,949,450$3,041,920 -33.8%172,2984.9%Business Services
Barrett Business Services, Inc. stock logo
BBSI
Barrett Business Services
$5,510,451$716,760 -11.5%126,8524.5%Business Services
Advanced Drainage Systems, Inc. stock logo
WMS
Advanced Drainage Systems
$5,354,592$366,452 7.3%46,3204.4%Construction
Jack Henry & Associates, Inc. stock logo
JKHY
Jack Henry & Associates
$5,346,124$1,972,651 -27.0%30,4974.4%Computer and Technology
Service Co. International stock logo
SCI
Service Co. International
$5,295,339$2,175,494 -29.1%66,3414.3%Consumer Staples
Robert Half Inc. stock logo
RHI
Robert Half
$5,272,945$2,911,760 -35.6%74,8364.3%Business Services
Westinghouse Air Brake Technologies Co. stock logo
WAB
Westinghouse Air Brake Technologies
$5,257,331$4,468,637 -45.9%27,7304.3%Transportation
Trex Company, Inc. stock logo
TREX
Trex
$4,754,441$1,877,616 -28.3%68,8753.9%Construction
Littelfuse, Inc. stock logo
LFUS
Littelfuse
$3,735,053$1,755,593 88.7%15,8503.1%Computer and Technology
Qualys, Inc. stock logo
QLYS
Qualys
$3,478,157$2,557,613 -42.4%24,8052.9%Computer and Technology
Resources Connection, Inc. stock logo
RGP
Resources Connection
$2,705,725$338,914 -11.1%317,2012.2%Business Services
TriNet Group, Inc. stock logo
TNET
TriNet Group
$2,210,250$1,683,784 -43.2%24,3501.8%Business Services
HEICO Co. stock logo
HEI
HEICO
$1,426,915$554,172 -28.0%6,0021.2%Aerospace
Maravai LifeSciences Holdings, Inc. stock logo
MRVI
Maravai LifeSciences
$1,111,800$408,881 -26.9%204,0000.9%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data