13F HOLDINGS REPORT
Alpine Peaks Capital, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001906602-25-000001
Total Value
$121.8M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 71,751 | $8.0M | 6.53% |
| 2 | ROLLINS INC | ROL | 168,768 | $7.8M | 6.42% |
| 3 | HEICO CORP NEW | HEI-A | 39,169 | $7.3M | 5.98% |
| 4 | TRIMBLE INC | TRMB | 101,983 | $7.2M | 5.92% |
| 5 | COGNEX CORP | CGNX | 198,219 | $7.1M | 5.84% |
| 6 | MEDPACE HLDGS INC | MEDP | 21,106 | $7.0M | 5.76% |
| 7 | INTER PARFUMS INC | INTR | 51,759 | $6.8M | 5.59% |
| 8 | U S PHYSICAL THERAPY | USPH | 75,934 | $6.7M | 5.53% |
| 9 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 19,733 | $6.5M | 5.31% |
| 10 | EVERTEC INC | EVTC | 172,298 | $5.9M | 4.88% |
| 11 | BARRETT BUSINESS SVCS INC | 068463108 | 126,852 | $5.5M | 4.52% |
| 12 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 46,320 | $5.4M | 4.40% |
| 13 | HENRY JACK & ASSOC INC | 426281101 | 30,497 | $5.3M | 4.39% |
| 14 | SERVICE CORP INTL | 817565104 | 66,341 | $5.3M | 4.35% |
| 15 | ROBERT HALF INTL INC | RHI | 74,836 | $5.3M | 4.33% |
| 16 | WABTEC | 929740108 | 27,730 | $5.3M | 4.32% |
| 17 | TREX CO INC | TREX | 68,875 | $4.8M | 3.90% |
| 18 | LITTELFUSE INC | LFUS | 15,850 | $3.7M | 3.07% |
| 19 | QUALYS INC | QLYS | 24,805 | $3.5M | 2.86% |
| 20 | RESOURCES CONNECTION INC | RGP | 317,201 | $2.7M | 2.22% |
| 21 | TRINET GROUP INC | TNET | 24,350 | $2.2M | 1.81% |
| 22 | HEICO CORP NEW | HEI-A | 6,002 | $1.4M | 1.17% |
| 23 | MARAVAI LIFESCIENCES HLDGS I | MARA | 204,000 | $1.1M | 0.91% |