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 TREX
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,455,586 | 122,339 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,309,192 | 122,839 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,410,955 | 124,075 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,762,328 | 87,575 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,158,507 | 71,575 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,754,441 | 68,875 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,396,673 | 96,075 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,935,779 | 93,575 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,134,606 | 91,575 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,846,422 | 94,775 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,304,802 | 86,075 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,621,980 | 70,500 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,221,954 | 66,200 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $804,270 | 19,000 | Shares | Sole | 2023-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||