Q4 2025 · 13F-HR
Alpine Peaks Capital, LPholdings as filed
Filed 2026-02-17 · accession 0001906602-26-000001
$105.0M
Reported value
21
Positions
2025-12-31
Period end
The Brief · Alpine Peaks Capital, LP · Q4 2025
AI · grounded in 13F
Alpine Peaks Capital, LP closed its position in Robert Half Intl Inc RHI, reducing its exposure by $2,124,633. The fund also exited its position in Service Corp Intl SCI, resulting in a $1,359,898 decrease. On the buy side, the fund increased its holdings in Descartes Sys Group Inc DSGX by 104% and Bio-Techne Corp TECH by 43.06%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 109194100 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $9.1M | 8.65% | 89,651 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $7.9M | 7.56% | 31,469 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $7.3M | 6.94% | 26,483 | Common | SOLE |
| 90337L108 | USPH | U S PHYSICAL THERAPY | $7.1M | 6.78% | 91,224 | Common | SOLE |
| 896239100 | TRMB | TRIMBLE INC | $6.4M | 6.05% | 81,083 | Common | SOLE |
| 775711104 | ROL | ROLLINS INC | $6.2M | 5.88% | 102,968 | Common | SOLE |
| 426281101 | JKHY | HENRY JACK & ASSOC INC | $5.5M | 5.22% | 30,047 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HLDGS INC | $5.3M | 5.08% | 9,506 | Common | SOLE |
| 30040P103 | EVTC | EVERTEC INC | $5.2M | 4.98% | 179,704 | Common | SOLE |
| 537008104 | LFUS | LITTELFUSE INC | $5.2M | 4.91% | 20,400 | Common | SOLE |
| 192422103 | CGNX | COGNEX CORP | $5.0M | 4.73% | 138,019 | Common | SOLE |
| 00790R104 | WMS | ADVANCED DRAIN SYS INC DEL | $4.5M | 4.26% | 30,920 | Common | SOLE |
| 249906108 | DSGX | DESCARTES SYS GROUP INC | $4.5M | 4.26% | 51,000 | Common | SOLE |
| 74758T303 | QLYS | QUALYS INC | $4.4M | 4.16% | 32,905 | Common | SOLE |
| 929740108 | WAB | WABTEC | $4.4M | 4.16% | 20,480 | Common | SOLE |
| 89531P105 | TREX | TREX CO INC | $4.3M | 4.10% | 122,839 | Common | SOLE |
| 458334109 | IPAR | INTER PARFUMS INC | $4.0M | 3.80% | 47,095 | Common | SOLE |
| 068463108 | BBSI | BARRETT BUSINESS SVCS INC | $3.2M | 3.05% | 88,352 | Common | SOLE |
| 09073M104 | TECH | BIO-TECHNE CORP | $3.0M | 2.88% | 51,500 | Common | SOLE |
| 896288107 | TNET | TRINET GROUP INC | $2.3M | 2.23% | 39,650 | Common | SOLE |
| 56600D107 | MRVI | MARAVAI LIFESCIENCES HLDGS I | $314,925 | 0.30% | 96,900 | CALL | 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.