Alpine Peaks Capital, LP
CIK: 0001906602SEC EDGAR →
Portfolio Value
$105.0M
Holdings
21
As of
Q4 2025
New Positions
1
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BRIGHT HORIZONS FAM SOL IN D | 89,651 | $9.1M | 8.65% |
| 2 | HEICO CORP NEW | 31,469 | $7.9M | 7.56% |
| 3 | WEST PHARMACEUTICAL SVSC INC | 26,483 | $7.3M | 6.94% |
| 4 | U S PHYSICAL THERAPY | 91,224 | $7.1M | 6.78% |
| 5 | TRIMBLE INC | 81,083 | $6.4M | 6.05% |
| 6 | ROLLINS INC | 102,968 | $6.2M | 5.88% |
| 7 | HENRY JACK & ASSOC INC | 30,047 | $5.5M | 5.22% |
| 8 | MEDPACE HLDGS INC | 9,506 | $5.3M | 5.08% |
| 9 | EVERTEC INC | 179,704 | $5.2M | 4.98% |
| 10 | LITTELFUSE INC | 20,400 | $5.2M | 4.91% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 6 | $31.6M | 30.0% |
| Industrials | 6 | $26.6M | 25.4% |
| Healthcare | 5 | $23.1M | 22.0% |
| Consumer Cyclical | 2 | $15.3M | 14.5% |
| Unknown | 1 | $4.5M | 4.3% |
| Consumer Defensive | 1 | $4.0M | 3.8% |