$85.7 Million is the total value of Alpine Peaks Capital, LP's 24 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
APH | AMPHENOL CORP NEWcl a | $3,975,000 | -14.6% | 61,750 | 0.0% | 4.64% | -3.1% | |
WAB | WABTEC | $3,973,000 | -14.7% | 48,405 | 0.0% | 4.64% | -3.2% | |
LNN | LINDSAY CORP | $3,626,000 | -15.4% | 27,302 | 0.0% | 4.23% | -4.1% | |
HEI | HEICO CORP NEW | $3,231,000 | -14.6% | 24,643 | 0.0% | 3.77% | -3.2% | |
IAA | IAA INC | $3,116,000 | -14.3% | 95,100 | 0.0% | 3.64% | -2.9% | |
EVTC | EVERTEC INC | $2,475,000 | -9.9% | 67,100 | 0.0% | 2.89% | +2.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-12
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 | 2024-02-14 |
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 |
13F-HR | 2022-02-14 |
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.