Alpine Peaks Capital, LP Portfolio Holdings by Sector
Alpine Peaks Capital, LP
- $159 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Personal Services | Consumer Cyclical
ROL BFAM SCI 3 stocks |
$29,774
18.71% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
CGNX TRMB 2 stocks |
$19,998
12.57% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
RHI BBSI TNET 3 stocks |
$17,366
10.91% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
EVTC QLYS 2 stocks |
$14,353
9.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
WMS TREX 2 stocks |
$13,175
8.28% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
IPAR 1 stocks |
$12,024
7.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MEDP 1 stocks |
$9,507
5.97% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
WAB 1 stocks |
$9,324
5.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
USPH 1 stocks |
$8,988
5.65% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
JKHY 1 stocks |
$7,370
4.63% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WST 1 stocks |
$7,054
4.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
RGP 1 stocks |
$3,462
2.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
MRVI 1 stocks |
$2,318
1.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
LFUS 1 stocks |
$2,228
1.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
HEI 1 stocks |
$2,178
1.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|