Alpine Peaks Capital, LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Alpine Peaks Capital, LP disclosed 25 US equity positions worth $110.9m in its Q1 2025 13F filing. The largest position was BFAM at 8.1% of the reported book, followed by HEI/A and ROL. Against the Q4 2024 filing, it opened 2 new positions, added to 9 and reduced 14 among the top 25 holdings.
What did Alpine Peaks Capital, LP own in Q1 2025? Top 25 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | BFAM BRIGHT HORIZONS FAM SOL IN D | Consumer Cyclical | 8.1% | $9.0m | 70,451 | -2% | reduced |
| 2 | HEI/A HEICO CORP NEW | 7.7% | $8.6m | 40,569 | 4% | added | |
| 3 | ROL ROLLINS INC | Consumer Cyclical | 7.0% | $7.7m | 142,868 | -15% | reduced |
| 4 | MEDP MEDPACE HLDGS INC | Healthcare | 6.0% | $6.7m | 21,906 | 4% | added |
| 5 | CGNX COGNEX CORP | Technology | 5.6% | $6.2m | 207,219 | 5% | added |
| 6 | EVTC EVERTEC INC | Technology | 5.5% | $6.1m | 166,798 | -3% | reduced |
| 7 | USPH U S PHYSICAL THERAPY | Healthcare | 5.5% | $6.1m | 83,934 | 11% | added |
| 8 | TRMB TRIMBLE INC | Technology | 5.2% | $5.8m | 88,283 | -13% | reduced |
| 9 | JKHY HENRY JACK & ASSOC INC | Technology | 4.9% | $5.4m | 29,797 | -2% | reduced |
| 10 | WMS ADVANCED DRAIN SYS INC DEL | Industrials | 4.7% | $5.2m | 48,320 | 4% | added |
| 11 | SCI SERVICE CORP INTL | Consumer Cyclical | 4.5% | $5.0m | 62,332 | -6% | reduced |
| 12 | IPAR INTER PARFUMS INC | Consumer Defensive | 4.4% | $4.9m | 43,259 | -16% | reduced |
| 13 | WST WEST PHARMACEUTICAL SVSC INC | Healthcare | 4.3% | $4.8m | 21,233 | 8% | added |
| 14 | BBSI BARRETT BUSINESS SVCS INC | Industrials | 4.3% | $4.7m | 115,352 | -9% | reduced |
| 15 | WAB WABTEC | Industrials | 3.8% | $4.2m | 23,080 | -17% | reduced |
| 16 | TREX TREX CO INC | Industrials | 3.7% | $4.2m | 71,575 | 4% | added |
| 17 | RHI ROBERT HALF INTL INC | Industrials | 3.4% | $3.7m | 68,336 | -9% | reduced |
| 18 | LFUS LITTELFUSE INC | Technology | 3.1% | $3.4m | 17,350 | 9% | added |
| 19 | QLYS QUALYS INC | Technology | 2.3% | $2.5m | 19,905 | -20% | reduced |
| 20 | RGP RESOURCES CONNECTION INC | Industrials | 1.7% | $1.9m | 292,201 | -8% | reduced |
| 21 | TNET TRINET GROUP INC | Industrials | 1.7% | $1.8m | 23,150 | -5% | reduced |
| 22 | HEI HEICO CORP NEW | Industrials | 1.2% | $1.3m | 4,852 | -19% | reduced |
| 23 | TECH BIO-TECHNE CORP | Healthcare | 0.5% | $586.3k | 10,000 | – | new |
| 24 | DSGX DESCARTES SYS GROUP INC | Technology | 0.5% | $554.6k | 5,500 | – | new |
| 25 | MRVI MARAVAI LIFESCIENCES HLDGS I | Healthcare | 0.5% | $534.8k | 242,000 | 19% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.