Alpine Peaks Capital, LP Portfolio Holdings

Alpine Peaks Capital, LP

$156 Million
Q2 2024

Alpine Peaks Capital, LP has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $156 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Rollins Inc with a value of $13.9M, Inter Parfums Inc with a value of $11.8M, Cognex Corp with a value of $11.2M, Medpace Holdings, Inc. with a value of $11.2M, and Westinghouse Air Brake Technologies Corp with a value of $9.09M.

Examining the 13F form we can see an decrease of $11.9M in the current position value, from $168M to 156M.

Alpine Peaks Capital, LP is based out at New York, NY

Below you can find more details about Alpine Peaks Capital, LP portfolio as well as his latest detailed transactions.

Portfolio value $156 Million

Industrials: $45.3 Million

Technology: $41.1 Million

Consumer Cyclical: $29.7 Million

Healthcare: $28.1 Million

Consumer Defensive: $11.8 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BBSI Barrett Business Services Inc Industrials	$266M	$5.19 Million 3.33% of portfolio	158,352	Q2 2024 Added 300.0%

Summary

Portfolio
No. of Stocks 25
Current Value $156 Million
Prior Value $168 Million
Filing
Period Q2 2024
Filing Date August 13, 2024
Form Type 13F-HR
Activity in Q2 2024
New Purchases 2 stocks
Additional Purchases 10 stocks
Sold out of 0 stocks
Reduced holdings in 7 stocks

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Alpine Peaks Capital, LP Portfolio Holdings