$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
APH | AMPHENOL CORP NEWcl a | $4,653,000 | -13.8% | 61,750 | 0.0% | 4.79% | -9.4% | |
SCI | SERVICE CORP INTL | $4,129,000 | -7.3% | 62,726 | 0.0% | 4.25% | -2.5% | |
EVTC | EVERTEC INC | $2,746,000 | -18.1% | 67,100 | 0.0% | 2.83% | -13.9% | |
HEIA | HEICO CORP NEWcl a | $1,921,000 | -1.3% | 15,150 | 0.0% | 1.98% | +3.7% | |
NSP | INSPERITY INC | $1,526,000 | -15.0% | 15,200 | 0.0% | 1.57% | -10.6% |
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.