$97.2 Million is the total value of Alpine Peaks Capital, LP's 25 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 9.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RGP | Sell | RESOURCES CONNECTION INC | $5,145,000 | -5.0% | 300,159 | -1.2% | 5.30% | -0.2% |
| BFAM | Sell | BRIGHT HORIZONS FAM SOL IN D | $4,782,000 | -2.7% | 36,039 | -7.7% | 4.92% | +2.3% |
| TMX | Sell | TERMINIX GLOBAL HOLDINGS INC | $4,764,000 | -7.9% | 104,400 | -8.7% | 4.90% | -3.2% |
| USPH | Sell | U S PHYSICAL THERAPY | $4,731,000 | -15.5% | 47,574 | -18.8% | 4.87% | -11.1% |
| WAB | Sell | WABTEC | $4,655,000 | -12.7% | 48,405 | -16.4% | 4.79% | -8.3% |
| LNN | Sell | LINDSAY CORP | $4,287,000 | -2.7% | 27,302 | -5.9% | 4.41% | +2.2% |
| HEI | Sell | HEICO CORP NEW | $3,784,000 | -7.4% | 24,643 | -13.1% | 3.89% | -2.7% |
| NRC | Sell | NATIONAL RESH CORP | $2,837,000 | -13.7% | 71,545 | -9.6% | 2.92% | -9.2% |
| RHI | Sell | ROBERT HALF INTL INC | $2,249,000 | -1.6% | 19,701 | -3.9% | 2.31% | +3.4% |
| KAR | Sell | KAR AUCTION SVCS INC | $1,081,000 | -64.5% | 59,906 | -69.2% | 1.11% | -62.6% |
| Exit | RESOURCES CONNECTION INCcall | $0 | – | -17,400 | -100.0% | -0.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INTER PARFUMS INC | 8 | Q3 2023 | 8.2% |
| WEST PHARMACEUTICAL SVSC INC | 8 | Q3 2023 | 6.7% |
| COGNEX CORP | 8 | Q3 2023 | 6.2% |
| U S PHYSICAL THERAPY | 8 | Q3 2023 | 5.8% |
| WABTEC | 8 | Q3 2023 | 5.7% |
| MEDPACE HLDGS INC | 8 | Q3 2023 | 6.4% |
| TRIMBLE INC | 8 | Q3 2023 | 5.5% |
| BRIGHT HORIZONS FAM SOL IN D | 8 | Q3 2023 | 5.6% |
| SERVICE CORP INTL | 8 | Q3 2023 | 5.3% |
| AMPHENOL CORP NEW | 8 | Q3 2023 | 5.3% |
View Alpine Peaks Capital, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR/A | 2022-11-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-16 |
View Alpine Peaks Capital, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.