Alpine Peaks Capital as of March 31, 2024
Portfolio Holdings for Alpine Peaks Capital
Alpine Peaks Capital holds 23 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Inter Parfums (IPAR) | 7.7 | $13M | 95k | 140.51 | |
| Rollins (ROL) | 7.5 | $13M | 282k | 46.27 | |
| Medpace Hldgs (MEDP) | 6.6 | $11M | 28k | 404.15 | |
| Cognex Corporation (CGNX) | 5.8 | $10M | 236k | 42.42 | |
| Wabtec Corporation (WAB) | 5.7 | $10M | 68k | 145.68 | |
| U.S. Physical Therapy (USPH) | 5.6 | $9.7M | 86k | 112.87 | |
| Evertec (EVTC) | 5.3 | $9.3M | 232k | 39.90 | |
| Trex Company (TREX) | 5.3 | $9.1M | 92k | 99.75 | |
| Service Corporation International (SCI) | 4.8 | $8.3M | 112k | 74.21 | |
| West Pharmaceutical Services (WST) | 4.7 | $8.2M | 21k | 395.71 | |
| Bright Horizons Fam Sol In D (BFAM) | 4.7 | $8.2M | 72k | 113.36 | |
| Robert Half International (RHI) | 4.5 | $7.8M | 99k | 79.28 | |
| Trimble Navigation (TRMB) | 4.5 | $7.7M | 120k | 64.36 | |
| Qualys (QLYS) | 3.9 | $6.8M | 41k | 166.87 | |
| Jack Henry & Associates (JKHY) | 3.6 | $6.3M | 36k | 173.73 | |
| Amphenol Corp Cl A (APH) | 3.5 | $6.1M | 53k | 115.35 | |
| Heico Corp Cl A (HEI.A) | 3.3 | $5.7M | 37k | 153.94 | |
| Barrett Business Services (BBSI) | 2.9 | $5.0M | 40k | 126.72 | |
| Insperity (NSP) | 2.8 | $4.8M | 44k | 109.61 | |
| HEICO Corporation (HEI) | 2.5 | $4.3M | 22k | 191.00 | |
| Resources Connection (RGP) | 2.4 | $4.2M | 322k | 13.16 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 1.9 | $3.2M | 373k | 8.67 | |
| Advanced Drain Sys Inc Del (WMS) | 0.6 | $999k | 5.8k | 172.24 |
