Alpine Peaks Capital, LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Alpine Peaks Capital, LP disclosed 20 US equity positions worth $104.7m in its Q4 2025 13F filing. The largest position was BFAM at 8.7% of the reported book, followed by HEI/A and WST. Against the Q3 2025 filing, it opened 0 new positions, added to 6 and reduced 13 among the top 20 holdings.
What did Alpine Peaks Capital, LP own in Q4 2025? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BFAM BRIGHT HORIZONS FAM SOL IN D | Consumer Cyclical | 8.7% | $9.1m | 89,651 | 17% | added |
| 2 | HEI/A HEICO CORP NEW | 7.6% | $7.9m | 31,469 | -7% | reduced | |
| 3 | WST WEST PHARMACEUTICAL SVSC INC | Healthcare | 7.0% | $7.3m | 26,483 | -1% | reduced |
| 4 | USPH U S PHYSICAL THERAPY | Healthcare | 6.8% | $7.1m | 91,224 | -4% | reduced |
| 5 | TRMB TRIMBLE INC | Technology | 6.1% | $6.4m | 81,083 | 2% | added |
| 6 | ROL ROLLINS INC | Consumer Cyclical | 5.9% | $6.2m | 102,968 | -1% | reduced |
| 7 | JKHY HENRY JACK & ASSOC INC | Technology | 5.2% | $5.5m | 30,047 | -10% | reduced |
| 8 | MEDP MEDPACE HLDGS INC | Healthcare | 5.1% | $5.3m | 9,506 | -25% | reduced |
| 9 | EVTC EVERTEC INC | Technology | 5.0% | $5.2m | 179,704 | -6% | reduced |
| 10 | LFUS LITTELFUSE INC | Technology | 4.9% | $5.2m | 20,400 | 3% | added |
| 11 | CGNX COGNEX CORP | Technology | 4.7% | $5.0m | 138,019 | -6% | reduced |
| 12 | WMS ADVANCED DRAIN SYS INC DEL | Industrials | 4.3% | $4.5m | 30,920 | -5% | reduced |
| 13 | DSGX DESCARTES SYS GROUP INC | Technology | 4.3% | $4.5m | 51,000 | 104% | added |
| 14 | QLYS QUALYS INC | Technology | 4.2% | $4.4m | 32,905 | 10% | added |
| 15 | WAB WABTEC | Industrials | 4.2% | $4.4m | 20,480 | -3% | reduced |
| 16 | TREX TREX CO INC | Industrials | 4.1% | $4.3m | 122,839 | -1% | reduced |
| 17 | IPAR INTER PARFUMS INC | Consumer Defensive | 3.8% | $4.0m | 47,095 | -22% | reduced |
| 18 | BBSI BARRETT BUSINESS SVCS INC | Industrials | 3.1% | $3.2m | 88,352 | 0% | held |
| 19 | TECH BIO-TECHNE CORP | Healthcare | 2.9% | $3.0m | 51,500 | 43% | added |
| 20 | TNET TRINET GROUP INC | Industrials | 2.2% | $2.3m | 39,650 | -10% | 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.