Alpine Peaks Capital, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| WEST PHARMACEUTICAL SVSC INC(WST) | 21,833 | 26,833 | +5,000 | 4,777,060 | 7,039,101 | 6.14% | +2,262,041 |
| TREX CO INC(TREX) | 87,575 | 124,075 | +36,500 | 4,762,328 | 6,410,955 | 5.59% | +1,648,627 |
| U S PHYSICAL THERAPY(USPH) | 86,934 | 95,134 | +8,200 | 6,798,239 | 8,081,633 | 7.04% | +1,283,394 |
| TRINET GROUP INC(TNET) | 23,150 | 44,150 | +21,000 | 1,693,191 | 2,953,194 | 2.57% | +1,260,003 |
| DESCARTES SYS GROUP INC(DSGX) | 12,200 | 25,000 | +12,800 | 1,240,069 | 2,355,750 | 2.05% | +1,115,681 |
| QUALYS INC(QLYS) | 21,514 | 29,905 | +8,391 | 3,073,705 | 3,957,329 | 3.45% | +883,624 |
| LITTELFUSE INC(LFUS) | 18,850 | 19,900 | +1,050 | 4,273,860 | 5,154,299 | 4.49% | +880,439 |
| BIO-TECHNE CORP(TECH) | 22,000 | 36,000 | +14,000 | 1,131,900 | 2,002,680 | 1.75% | +870,780 |
| EVERTEC INC(EVTC) | 166,798 | 190,798 | +24,000 | 6,013,068 | 6,445,156 | 5.62% | +432,088 |
| MARAVAI LIFESCIENCES HLDGS I(MRVI)(Call) | 0 | 144,500 | +144,500 | 0 | 414,715 | — | +414,715 |
| MEDPACE HLDGS INC(MEDP) | 20,306 | 12,706 | -7,600 | 6,373,241 | 6,532,917 | 5.69% | +159,676 |
| ROLLINS INC(ROL) | 106,368 | 104,368 | -2,000 | 6,001,283 | 6,130,576 | 5.34% | +129,293 |
| INTER PARFUMS INC(IPAR) | 44,559 | 60,756 | +16,197 | 5,851,042 | 5,977,175 | 5.21% | +126,133 |
| TRIMBLE INC(TRMB) | 88,283 | 79,383 | -8,900 | 6,707,742 | 6,481,622 | 5.65% | -226,120 |
| COGNEX CORP(CGNX) | 217,219 | 146,219 | -71,000 | 6,890,187 | 6,623,721 | 5.77% | -266,466 |
| BARRETT BUSINESS SVCS INC | 100,352 | 88,352 | -12,000 | 4,183,675 | 3,915,761 | 3.41% | -267,914 |
| WABTEC(WAB) | 21,780 | 21,180 | -600 | 4,559,643 | 4,245,955 | 3.70% | -313,688 |
| BRIGHT HORIZONS FAM SOL IN D(BFAM) | 70,151 | 76,351 | +6,200 | 8,669,962 | 8,289,428 | 7.22% | -380,534 |
| HENRY JACK & ASSOC INC(JKHY) | 29,897 | 33,397 | +3,500 | 5,386,542 | 4,973,815 | 4.34% | -412,727 |
| ROBERT HALF INTL INC(RHI) | 62,526 | 62,526 | 0 | 2,566,692 | 2,124,633 | 1.85% | -442,059 |
| RESOURCES CONNECTION INC | 201,217 | 116,761 | -84,456 | 1,080,535 | 589,643 | 0.51% | -490,892 |
| ADVANCED DRAIN SYS INC DEL(WMS) | 48,320 | 32,520 | -15,800 | 5,550,035 | 4,510,524 | 3.93% | -1,039,511 |
| HEICO CORP NEW | 41,269 | 33,769 | -7,500 | 10,678,354 | 8,580,365 | 7.48% | -2,097,989 |
| SERVICE CORP INTL(SCI) | 62,332 | 16,341 | -45,991 | 5,073,825 | 1,359,898 | 1.19% | -3,713,927 |