Alpine Peaks Capital, LP
Top Portfolio Positions
20 positions ·
$92,076,137 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BFAM |
Bright Horizons Family Solutions Inc.
Consumer Cyclical
|
92,851 | $7,625,852 | 8.28% | |
| WST |
West Pharmaceutical Services Inc
Healthcare
|
29,883 | $7,489,875 | 8.13% | |
| USPH |
U S Physical Therapy Inc /Nv
Healthcare
|
95,024 | $7,122,999 | 7.74% | |
| CGNX |
Cognex Corp
Technology
|
121,919 | $5,972,811 | 6.49% | |
| LFUS |
Littelfuse Inc /De
Technology
|
17,100 | $5,802,885 | 6.30% | |
| MEDP |
Medpace Holdings, Inc.
Healthcare
|
11,356 | $5,453,037 | 5.92% | |
| EVTC |
EVERTEC, Inc.
Technology
|
188,204 | $5,311,116 | 5.77% | |
| JKHY |
Jack Henry & Associates Inc
Technology
|
32,247 | $5,096,315 | 5.53% | |
| TRMB |
Trimble Inc.
Technology
|
75,983 | $4,956,371 | 5.38% | |
| ROL |
Rollins Inc
Consumer Cyclical
|
89,968 | $4,805,190 | 5.22% |
Portfolio Trend
18 quarters · across all stocks
Holdings in LFUS
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,802,885 | 17,100 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,159,568 | 20,400 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,154,299 | 19,900 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,273,860 | 18,850 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,413,439 | 17,350 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,735,052 | 15,850 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,228,100 | 8,400 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,175,714 | 4,600 | Shares | Sole | 2024-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||