13F HOLDINGS REPORT
Alpine Peaks Capital, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001906602-25-000004
Total Value
$115.2M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HEICO CORP NEW | HEI-A | 33,769 | $8.6M | 7.45% |
| 2 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 76,351 | $8.3M | 7.20% |
| 3 | U S PHYSICAL THERAPY | USPH | 95,134 | $8.1M | 7.02% |
| 4 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 26,833 | $7.0M | 6.11% |
| 5 | COGNEX CORP | CGNX | 146,219 | $6.6M | 5.75% |
| 6 | MEDPACE HLDGS INC | MEDP | 12,706 | $6.5M | 5.67% |
| 7 | TRIMBLE INC | TRMB | 79,383 | $6.5M | 5.63% |
| 8 | EVERTEC INC | EVTC | 190,798 | $6.4M | 5.60% |
| 9 | TREX CO INC | TREX | 124,075 | $6.4M | 5.57% |
| 10 | ROLLINS INC | ROL | 104,368 | $6.1M | 5.32% |
| 11 | INTER PARFUMS INC | INTR | 60,756 | $6.0M | 5.19% |
| 12 | LITTELFUSE INC | LFUS | 19,900 | $5.2M | 4.48% |
| 13 | HENRY JACK & ASSOC INC | 426281101 | 33,397 | $5.0M | 4.32% |
| 14 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 32,520 | $4.5M | 3.92% |
| 15 | WABTEC | 929740108 | 21,180 | $4.2M | 3.69% |
| 16 | QUALYS INC | QLYS | 29,905 | $4.0M | 3.44% |
| 17 | BARRETT BUSINESS SVCS INC | 068463108 | 88,352 | $3.9M | 3.40% |
| 18 | TRINET GROUP INC | TNET | 44,150 | $3.0M | 2.56% |
| 19 | DESCARTES SYS GROUP INC | 249906108 | 25,000 | $2.4M | 2.05% |
| 20 | ROBERT HALF INTL INC | RHI | 62,526 | $2.1M | 1.85% |
| 21 | BIO-TECHNE CORP | TECH | 36,000 | $2.0M | 1.74% |
| 22 | SERVICE CORP INTL | 817565104 | 16,341 | $1.4M | 1.18% |
| 23 | RESOURCES CONNECTION INC | RGP | 116,761 | $589,643 | 0.51% |
| 24 | MARAVAI LIFESCIENCES HLDGS I | MARA | 144,500 | $414,715 | 0.36% |