Alpine Peaks Capital, LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Alpine Peaks Capital, LP disclosed 23 US equity positions worth $114.7m in its Q3 2025 13F filing. The largest position was HEI/A at 7.5% of the reported book, followed by BFAM and USPH. Against the Q2 2025 filing, it opened 0 new positions, added to 12 and reduced 10 among the top 23 holdings.
What did Alpine Peaks Capital, LP own in Q3 2025? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | HEI/A HEICO CORP NEW | 7.5% | $8.6m | 33,769 | -18% | reduced | |
| 2 | BFAM BRIGHT HORIZONS FAM SOL IN D | Consumer Cyclical | 7.2% | $8.3m | 76,351 | 9% | added |
| 3 | USPH U S PHYSICAL THERAPY | Healthcare | 7.0% | $8.1m | 95,134 | 9% | added |
| 4 | WST WEST PHARMACEUTICAL SVSC INC | Healthcare | 6.1% | $7.0m | 26,833 | 23% | added |
| 5 | CGNX COGNEX CORP | Technology | 5.8% | $6.6m | 146,219 | -33% | reduced |
| 6 | MEDP MEDPACE HLDGS INC | Healthcare | 5.7% | $6.5m | 12,706 | -37% | reduced |
| 7 | TRMB TRIMBLE INC | Technology | 5.6% | $6.5m | 79,383 | -10% | reduced |
| 8 | EVTC EVERTEC INC | Technology | 5.6% | $6.4m | 190,798 | 14% | added |
| 9 | TREX TREX CO INC | Industrials | 5.6% | $6.4m | 124,075 | 42% | added |
| 10 | ROL ROLLINS INC | Consumer Cyclical | 5.3% | $6.1m | 104,368 | -2% | reduced |
| 11 | IPAR INTER PARFUMS INC | Consumer Defensive | 5.2% | $6.0m | 60,756 | 36% | added |
| 12 | LFUS LITTELFUSE INC | Technology | 4.5% | $5.2m | 19,900 | 6% | added |
| 13 | JKHY HENRY JACK & ASSOC INC | Technology | 4.3% | $5.0m | 33,397 | 12% | added |
| 14 | WMS ADVANCED DRAIN SYS INC DEL | Industrials | 3.9% | $4.5m | 32,520 | -33% | reduced |
| 15 | WAB WABTEC | Industrials | 3.7% | $4.2m | 21,180 | -3% | reduced |
| 16 | QLYS QUALYS INC | Technology | 3.4% | $4.0m | 29,905 | 39% | added |
| 17 | BBSI BARRETT BUSINESS SVCS INC | Industrials | 3.4% | $3.9m | 88,352 | -12% | reduced |
| 18 | TNET TRINET GROUP INC | Industrials | 2.6% | $3.0m | 44,150 | 91% | added |
| 19 | DSGX DESCARTES SYS GROUP INC | Technology | 2.1% | $2.4m | 25,000 | 105% | added |
| 20 | RHI ROBERT HALF INTL INC | Industrials | 1.9% | $2.1m | 62,526 | 0% | held |
| 21 | TECH BIO-TECHNE CORP | Healthcare | 1.7% | $2.0m | 36,000 | 64% | added |
| 22 | SCI SERVICE CORP INTL | Consumer Cyclical | 1.2% | $1.4m | 16,341 | -74% | reduced |
| 23 | RGP RESOURCES CONNECTION INC | Industrials | 0.5% | $589.6k | 116,761 | -42% | reduced |
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.