Alpine Peaks Capital, LP Portfolio Holdings by Sector
Alpine Peaks Capital, LP
- $102 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Personal Services | Consumer Cyclical
BFAM ROL SCI 3 stocks |
$21,668
21.17% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
CGNX TRMB 2 stocks |
$11,976
11.7% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
BBSI RHI TNET 3 stocks |
$10,307
10.07% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
WMS TREX 2 stocks |
$9,407
9.19% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
EVTC QLYS 2 stocks |
$8,639
8.44% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MEDP 1 stocks |
$6,674
6.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
USPH 1 stocks |
$6,073
5.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
JKHY 1 stocks |
$5,440
5.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
IPAR 1 stocks |
$4,925
4.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WST 1 stocks |
$4,753
4.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
WAB 1 stocks |
$4,185
4.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
LFUS 1 stocks |
$3,413
3.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
RGP 1 stocks |
$1,910
1.87% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
HEI 1 stocks |
$1,296
1.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
TECH MRVI 2 stocks |
$1,120
1.09% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
DSGX 1 stocks |
$554
0.54% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|