Alpine Peaks Capital, LP: 13F holdings
CIK 19066022026Q2
| Positions | 20 |
|---|
| Reported value | $85.4m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 20 (-1 vs prior quarter) |
|---|
| Reported value | $85.4m (-13.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| HEI.A HEICO CORP NEW | 28,368 | $7.3m | 8.6% |
| WST WEST PHARMACEUTICAL SVSC INC | 19,191 | $6.9m | 8.1% |
| CGNX COGNEX CORP | 89,599 | $6.5m | 7.6% |
| BFAM BRIGHT HORIZONS FAM SOL IN D | 77,539 | $5.5m | 6.4% |
| USPH U S PHYSICAL THERAPY | 76,487 | $5.3m | 6.2% |
| MEDP MEDPACE HLDGS INC | 9,418 | $5.0m | 5.8% |
| LFUS LITTELFUSE INC | 10,897 | $5.0m | 5.8% |
| JKHY HENRY JACK & ASSOC INC | 34,480 | $4.7m | 5.6% |
| TECH BIO-TECHNE CORP | 66,960 | $4.7m | 5.5% |
| TREX TREX INC | 91,762 | $4.6m | 5.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1906602")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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