Q4 2024 · 13F-HR
Alpine Peaks Capital, LPholdings as filed
Filed 2025-02-14 · accession 0001906602-25-000001
$121.8M
Reported value
23
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 109194100 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $8.0M | 6.53% | 71,751 | Common | SOLE |
| 775711104 | ROL | ROLLINS INC | $7.8M | 6.42% | 168,768 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $7.3M | 5.98% | 39,169 | Common | SOLE |
| 896239100 | TRMB | TRIMBLE INC | $7.2M | 5.92% | 101,983 | Common | SOLE |
| 192422103 | CGNX | COGNEX CORP | $7.1M | 5.84% | 198,219 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HLDGS INC | $7.0M | 5.76% | 21,106 | Common | SOLE |
| 458334109 | IPAR | INTER PARFUMS INC | $6.8M | 5.59% | 51,759 | Common | SOLE |
| 90337L108 | USPH | U S PHYSICAL THERAPY | $6.7M | 5.53% | 75,934 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $6.5M | 5.31% | 19,733 | Common | SOLE |
| 30040P103 | EVTC | EVERTEC INC | $5.9M | 4.88% | 172,298 | Common | SOLE |
| 068463108 | BBSI | BARRETT BUSINESS SVCS INC | $5.5M | 4.52% | 126,852 | Common | SOLE |
| 00790R104 | WMS | ADVANCED DRAIN SYS INC DEL | $5.4M | 4.40% | 46,320 | Common | SOLE |
| 426281101 | JKHY | HENRY JACK & ASSOC INC | $5.3M | 4.39% | 30,497 | Common | SOLE |
| 817565104 | SCI | SERVICE CORP INTL | $5.3M | 4.35% | 66,341 | Common | SOLE |
| 770323103 | RHI | ROBERT HALF INTL INC | $5.3M | 4.33% | 74,836 | Common | SOLE |
| 929740108 | WAB | WABTEC | $5.3M | 4.32% | 27,730 | Common | SOLE |
| 89531P105 | TREX | TREX CO INC | $4.8M | 3.90% | 68,875 | Common | SOLE |
| 537008104 | LFUS | LITTELFUSE INC | $3.7M | 3.07% | 15,850 | Common | SOLE |
| 74758T303 | QLYS | QUALYS INC | $3.5M | 2.86% | 24,805 | Common | SOLE |
| 76122Q105 | RGP | RESOURCES CONNECTION INC | $2.7M | 2.22% | 317,201 | Common | SOLE |
| 896288107 | TNET | TRINET GROUP INC | $2.2M | 1.81% | 24,350 | Common | SOLE |
| 422806109 | HEI | HEICO CORP NEW | $1.4M | 1.17% | 6,002 | Common | SOLE |
| 56600D107 | MRVI | MARAVAI LIFESCIENCES HLDGS I | $1.1M | 0.91% | 204,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.