29 is the total number of securities Alpine Peaks Capital, LP has owned. The longest Alpine Peaks Capital, LP has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| IPAR | INTER PARFUMS INC | 8 | 8 | 6.55% | 7.31% | 8.19% | Q4 2021 | Q3 2023 | 8 |
| WST | WEST PHARMACEUTICAL SV... | 8 | 8 | 5.04% | 5.60% | 6.68% | Q4 2021 | Q3 2023 | 8 |
| CGNX | COGNEX CORP | 8 | 8 | 4.65% | 5.52% | 6.25% | Q4 2021 | Q3 2023 | 8 |
| USPH | U S PHYSICAL THERAPY | 8 | 8 | 4.87% | 5.26% | 5.80% | Q4 2021 | Q3 2023 | 8 |
| WAB | WABTEC | 8 | 8 | 4.64% | 5.12% | 5.67% | Q4 2021 | Q3 2023 | 8 |
| MEDP | MEDPACE HLDGS INC | 8 | 8 | 3.60% | 5.11% | 6.43% | Q4 2021 | Q3 2023 | 8 |
| TRMB | TRIMBLE INC | 8 | 8 | 4.07% | 4.95% | 5.50% | Q4 2021 | Q3 2023 | 8 |
| BFAM | BRIGHT HORIZONS FAM SO... | 8 | 8 | 4.11% | 4.74% | 5.58% | Q4 2021 | Q3 2023 | 8 |
| SCI | SERVICE CORP INTL | 8 | 8 | 3.83% | 4.45% | 5.32% | Q4 2021 | Q3 2023 | 8 |
| APH | AMPHENOL CORP NEW | 8 | 8 | 3.64% | 4.41% | 5.29% | Q4 2021 | Q3 2023 | 8 |
| EVTC | EVERTEC INC | 8 | 8 | 2.83% | 4.14% | 5.77% | Q4 2021 | Q3 2023 | 8 |
| RGP | RESOURCES CONNECTION INC | 8 | 8 | 2.42% | 3.92% | 5.83% | Q4 2021 | Q3 2023 | 8 |
| BBSI | BARRETT BUSINESS SVCS INC | 8 | 8 | 2.82% | 3.89% | 5.30% | Q4 2021 | Q3 2023 | 8 |
| QLYS | QUALYS INC | 8 | 8 | 1.44% | 3.88% | 5.33% | Q4 2021 | Q3 2023 | 8 |
| RHI | ROBERT HALF INTL INC | 8 | 8 | 2.24% | 3.85% | 5.54% | Q4 2021 | Q3 2023 | 8 |
| HEI | HEICO CORP NEW | 8 | 8 | 2.53% | 3.37% | 4.00% | Q4 2021 | Q3 2023 | 8 |
| NSP | INSPERITY INC | 8 | 8 | 1.57% | 2.54% | 3.21% | Q4 2021 | Q3 2023 | 8 |
| HEIA | HEICO CORP NEW | 8 | 8 | 1.91% | 2.27% | 2.55% | Q4 2021 | Q3 2023 | 8 |
| ROL | ROLLINS INC | 7 | 7 | 2.06% | 4.89% | 6.68% | Q1 2022 | Q3 2023 | 7 |
| SYNH | SYNEOS HEALTH INC | 7 | 7 | 3.09% | 3.77% | 4.60% | Q4 2021 | Q2 2023 | 7 |
| LNN | LINDSAY CORP | 5 | 5 | 3.16% | 4.07% | 4.41% | Q4 2021 | Q4 2022 | 5 |
| IAA | IAA INC | 5 | 5 | 1.77% | 3.48% | 4.24% | Q4 2021 | Q4 2022 | 5 |
| NRC | NATIONAL RESH CORP | 5 | 5 | 1.07% | 2.46% | 3.22% | Q4 2021 | Q4 2022 | 5 |
| TREX | TREX CO INC | 4 | 4 | 0.65% | 2.51% | 3.70% | Q4 2022 | Q3 2023 | 4 |
| MRVI | MARAVAI LIFESCIENCES H... | 4 | 4 | 2.10% | 2.51% | 2.87% | Q4 2022 | Q3 2023 | 4 |
| TMX | TERMINIX GLOBAL HOLDIN... | 3 | 3 | 1.87% | 3.95% | 5.06% | Q4 2021 | Q2 2022 | 3 |
| JKHY | HENRY JACK & ASSOC INC | 3 | 3 | 2.83% | 3.48% | 3.81% | Q1 2023 | Q3 2023 | 3 |
| KAR | KAR AUCTION SVCS INC | 2 | 2 | 1.11% | 2.04% | 2.98% | Q4 2021 | Q1 2022 | 2 |
| RESOURCES CONNECTION INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 | |
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The securities at the top of the list , including INTER PARFUMS INC, WEST PHARMACEUTICAL SVSC INC, and COGNEX CORP, are the highest-conviction holdings of Alpine Peaks Capital, LP.
The conviction is calculated by counting the number of quarters a security has been reported by Alpine Peaks Capital, LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Alpine Peaks Capital, LP owns currently or has owned in the past.