Alpine Peaks Capital, LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Alpine Peaks Capital, LP reported 23 stock positions worth $121.8 million. Its top holding was Bright Horizons Family Solut (BFAM) at 6.5% of the portfolio, followed by Rollins (ROL, 6.4%) and Heico Class A (HEI.A, 6.0%). Compared with Q3 2024, it added to 3 and reduced 20. The biggest buy was Littelfuse (LFUS, shares +89%) and the biggest sale Interparfums (IPAR, shares −44%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001906602
- Portfolio Value
- $121.8M (Q4 2024)
- SEC Filing
- 0001906602-25-000001 ↗ filed Feb 14, 2025
Holdings Value
Holdings 23 stocks · $121.8M
| BFAM Bright Horizons Family Solut | 6.53% | 71,751 | $8.0M | Add +6.2% |
| ROL Rollins Inc. | 6.42% | 168,768 | $7.8M | Reduce -34.0% |
| HEI.A Heico Corp. Class A | 5.98% | 39,169 | $7.3M | Reduce -3.8% |
| TRMB Trimble Inc. | 5.92% | 101,983 | $7.2M | Reduce -36.6% |
| CGNX Cognex Corp. | 5.84% | 198,219 | $7.1M | Reduce -19.9% |
| MEDP Medpace Holdings Inc. | 5.76% | 21,106 | $7.0M | Reduce -26.0% |
| IPAR Interparfums Inc. | 5.59% | 51,759 | $6.8M | Reduce -44.2% |
| USPH U.S. Physical Therapy Inc. | 5.53% | 75,934 | $6.7M | Reduce -28.5% |
| WST West Pharmaceutical Services | 5.31% | 19,733 | $6.5M | Reduce -16.0% |
| EVTC Evertec Inc. | 4.88% | 172,298 | $5.9M | Reduce -33.8% |
| BBSI Barrett Business SVCS Inc. | 4.52% | 126,852 | $5.5M | Reduce -11.5% |
| WMS Advanced Drainage Systems Inc. | 4.40% | 46,320 | $5.4M | Add +7.3% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 4.39% | 30,497 | $5.3M | Reduce -26.9% |
| SCI Service Corp. International | 4.35% | 66,341 | $5.3M | Reduce -29.1% |
| RHI Robert Half Inc. | 4.33% | 74,836 | $5.3M | Reduce -35.6% |
| WAB Wabtec Corp. | 4.32% | 27,730 | $5.3M | Reduce -46.0% |
| TREX Trex Company Inc. | 3.90% | 68,875 | $4.8M | Reduce -28.3% |
| LFUS Littelfuse Inc. | 3.07% | 15,850 | $3.7M | Add +88.7% |
| QLYS Qualys Inc. | 2.86% | 24,805 | $3.5M | Reduce -42.4% |
| RGP Resources Connection Inc. | 2.22% | 317,201 | $2.7M | Reduce -11.1% |
| TNET Trinet Group Inc. | 1.81% | 24,350 | $2.2M | Reduce -43.2% |
| HEI Heico Corp. | 1.17% | 6,002 | $1.4M | Reduce -28.0% |
| MRVI Maravai Lifesciences Hldgs-A | 0.91% | 204,000 | $1.1M | Reduce -26.9% |
Portfolio Sells Q3 2024 → Q4 2024
| IPAR Interparfums Inc. | Reduce -44.2% | 5.59% | −1.59 |
| ROL Rollins Inc. | Reduce -34.0% | 6.42% | −1.30 |
| WAB Wabtec Corp. | Reduce -46.0% | 4.32% | −1.25 |
| TNET Trinet Group Inc. | Reduce -43.2% | 1.81% | −0.67 |
| MRVI Maravai Lifesciences Hldgs-A | Reduce -26.9% | 0.91% | −0.47 |
| QLYS Qualys Inc. | Reduce -42.4% | 2.86% | −0.45 |
| EVTC Evertec Inc. | Reduce -33.8% | 4.88% | −0.39 |
| RHI Robert Half Inc. | Reduce -35.6% | 4.33% | −0.35 |
| CGNX Cognex Corp. | Reduce -19.9% | 5.84% | −0.15 |
| HEI Heico Corp. | Reduce -28.0% | 1.17% | −0.13 |
| SCI Service Corp. International | Reduce -29.1% | 4.35% | −0.06 |
| TRMB Trimble Inc. | Reduce -36.6% | 5.92% | −0.05 |
| JKHY Jack Henry & Associates Inc. | Reduce -26.9% | 4.39% | −0.01 |
| MEDP Medpace Holdings Inc. | Reduce -26.0% | 5.76% | +0.07 |
| TREX Trex Company Inc. | Reduce -28.3% | 3.90% | +0.08 |
| RGP Resources Connection Inc. | Reduce -11.1% | 2.22% | +0.15 |
| USPH U.S. Physical Therapy Inc. | Reduce -28.5% | 5.53% | +0.17 |
| HEI.A Heico Corp. Class A | Reduce -3.8% | 5.98% | +1.03 |
| WST West Pharmaceutical Services | Reduce -16.0% | 5.31% | +1.09 |
| BBSI Barrett Business SVCS Inc. | Reduce -11.5% | 4.52% | +1.31 |
Portfolio Buys Q3 2024 → Q4 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 20 | $85.4M | HEI.A, WST, CGNX, BFAM, USPH |
| Q1 2026 | 20 | $98.9M | BFAM, WST, USPH, HEI.A, CGNX |
| Q4 2025 | 20 | $104.7M | BFAM, HEI.A, WST, USPH, TRMB |
| Q3 2025 | 23 | $114.7M | HEI.A, BFAM, USPH, WST, CGNX |
| Q2 2025 | 23 | $113.3M | HEI.A, BFAM, CGNX, USPH, TRMB |
| Q1 2025 | 25 | $110.9M | BFAM, HEI.A, ROL, MEDP, CGNX |
| Q4 2024 | 23 | $121.8M | BFAM, ROL, HEI.A, TRMB, CGNX |
| Q3 2024 | 23 | $167.5M | ROL, IPAR, CGNX, TRMB, MEDP |
| Q2 2024 | 25 | $162.9M | ROL, IPAR, CGNX, MEDP, WAB |
| Q1 2024 | 23 | $173.6M | IPAR, ROL, MEDP, CGNX, WAB |