Alpine Peaks Capital, LP
Net seller this quarter
$85.4M
20
-$26.8M
65.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 HEI.A | $7.32M | 8.57% | Not reported | -15.7% | Q4 2021 |
 WST | $6.89M | 8.07% | 0.03% | -35.8% | Q4 2021 |
 CGNX | $6.49M | 7.60% | 0.05% | -26.5% | Q4 2021 |
 BFAM | $5.5M | 6.44% | 0.16% | -16.5% | Q4 2021 |
 USPH | $5.25M | 6.15% | 0.50% | -19.5% | Q4 2021 |
 MEDP | $4.99M | 5.84% | 0.03% | -17.1% | Q4 2021 |
 LFUS | $4.96M | 5.81% | 0.04% | -36.3% | Q2 2024 |
 JKHY | $4.75M | 5.56% | 0.05% | +6.9% | Q1 2023 |
 TECH | $4.73M | 5.54% | 0.04% | -9.5% | Q1 2025 |
 TREX | $4.59M | 5.38% | 0.09% | -25.0% | Q4 2022 |
 EVTC | $4.53M | 5.31% | 0.27% | -13.3% | Q4 2021 |
 WMS | $3.98M | 4.66% | 0.04% | -17.4% | Q1 2024 |
 ROL | $3.47M | 4.06% | 0.02% | -7.6% | Q1 2022 |
 DSGX | $3.45M | 4.04% | 0.06% | -22.1% | Q1 2025 |
 TRMB | $3.3M | 3.86% | 0.03% | -15.2% | Q4 2021 |
 WAB | $3.14M | 3.68% | 0.01% | -33.3% | Q4 2021 |
 BBSI | $3M | 3.51% | 0.35% | -4.5% | Q4 2021 |
 IPAR | $2.88M | 3.37% | 0.08% | -30.9% | Q4 2021 |
 QLYS | $1.39M | 1.63% | 0.03% | -70.9% | Q4 2021 |
 CELH | $771K | 0.90% | 0.01% | New | Q2 2026 |
| Q1 2026 | |||||
| BFAM | $7.63M | 7.69% | 0.18% | +3.6% | Q4 2021 |
| WST | $7.49M | 7.55% | 0.04% | +12.8% | Q4 2021 |
| USPH | $7.12M | 7.18% | 0.63% | +4.2% | Q4 2021 |
| HEI.A | $7.11M | 7.17% | Not reported | +7.0% | Q4 2021 |
| CGNX | $5.97M | 6.02% | 0.07% | -11.7% | Q4 2021 |
| LFUS | $5.8M | 5.85% | 0.07% | -16.2% | Q2 2024 |
| MEDP | $5.45M | 5.50% | 0.04% | +19.5% | Q4 2021 |
| EVTC | $5.31M | 5.35% | 0.31% | +4.7% | Q4 2021 |
| JKHY | $5.1M | 5.14% | 0.04% | +7.3% | Q1 2023 |
| TRMB | $4.96M | 5.00% | 0.03% | -6.3% | Q4 2021 |
| ROL | $4.81M | 4.84% | 0.02% | -12.6% | Q1 2022 |
| DSGX | $4.57M | 4.61% | 0.07% | +25.3% | Q1 2025 |
| TREX | $4.46M | 4.49% | 0.12% | -0.4% | Q4 2022 |
| WAB | $4.37M | 4.40% | 0.01% | -14.7% | Q4 2021 |
| WMS | $4.21M | 4.24% | 0.04% | -0.8% | Q1 2024 |
| TECH | $3.87M | 3.90% | 0.05% | +43.7% | Q1 2025 |
| IPAR | $3.38M | 3.41% | 0.12% | -21.0% | Q4 2021 |
| QLYS | $3.07M | 3.09% | 0.10% | +6.1% | Q4 2021 |
| BBSI | $2.58M | 2.60% | 0.36% | Not reported | Q4 2021 |
 TNET | $1.66M | 1.68% | 0.10% | +15.1% | Q2 2024 |
| Q4 2025 | |||||
| BFAM | $9.09M | 8.65% | 0.16% | +17.4% | Q4 2021 |
| HEI.A | $7.94M | 7.56% | Not reported | -6.8% | Q4 2021 |
| WST | $7.29M | 6.94% | 0.04% | -1.3% | Q4 2021 |
| USPH | $7.12M | 6.78% | 0.60% | -4.1% | Q4 2021 |
| TRMB | $6.35M | 6.05% | 0.03% | +2.1% | Q4 2021 |
| ROL | $6.18M | 5.88% | 0.02% | -1.3% | Q1 2022 |
| JKHY | $5.48M | 5.22% | 0.04% | -10.0% | Q1 2023 |
| MEDP | $5.34M | 5.08% | 0.03% | -25.2% | Q4 2021 |
| EVTC | $5.23M | 4.98% | 0.29% | -5.8% | Q4 2021 |
| LFUS | $5.16M | 4.91% | 0.08% | +2.5% | Q2 2024 |
| CGNX | $4.97M | 4.73% | 0.08% | -5.6% | Q4 2021 |
| WMS | $4.48M | 4.26% | 0.04% | -4.9% | Q1 2024 |
| DSGX | $4.47M | 4.26% | 0.06% | +104.0% | Q1 2025 |
| QLYS | $4.37M | 4.16% | 0.09% | +10.0% | Q4 2021 |
| WAB | $4.37M | 4.16% | 0.01% | -3.3% | Q4 2021 |
| TREX | $4.31M | 4.10% | 0.12% | -1.0% | Q4 2022 |
| IPAR | $4M | 3.80% | 0.15% | -22.5% | Q4 2021 |
| BBSI | $3.2M | 3.05% | 0.35% | Not reported | Q4 2021 |
| TECH | $3.03M | 2.88% | 0.03% | +43.1% | Q1 2025 |
| TNET | $2.34M | 2.23% | 0.08% | -10.2% | Q2 2024 |
| Q3 2025 | |||||
| HEI.A | $8.58M | 7.45% | Not reported | -18.2% | Q4 2021 |
| BFAM | $8.29M | 7.20% | 0.13% | +8.8% | Q4 2021 |
| USPH | $8.08M | 7.02% | 0.63% | +9.4% | Q4 2021 |
| WST | $7.04M | 6.11% | 0.04% | +22.9% | Q4 2021 |
| CGNX | $6.62M | 5.75% | 0.09% | -32.7% | Q4 2021 |
| MEDP | $6.53M | 5.67% | 0.05% | -37.4% | Q4 2021 |
| TRMB | $6.48M | 5.63% | 0.03% | -10.1% | Q4 2021 |
| EVTC | $6.45M | 5.60% | 0.30% | +14.4% | Q4 2021 |
| TREX | $6.41M | 5.57% | 0.12% | +41.7% | Q4 2022 |
| ROL | $6.13M | 5.32% | 0.02% | -1.9% | Q1 2022 |
| IPAR | $5.98M | 5.19% | 0.19% | +36.4% | Q4 2021 |
| LFUS | $5.15M | 4.48% | 0.08% | +5.6% | Q2 2024 |
| JKHY | $4.97M | 4.32% | 0.05% | +11.7% | Q1 2023 |
| WMS | $4.51M | 3.92% | 0.04% | -32.7% | Q1 2024 |
| WAB | $4.25M | 3.69% | 0.01% | -2.8% | Q4 2021 |
| QLYS | $3.96M | 3.44% | 0.08% | +39.0% | Q4 2021 |
| BBSI | $3.92M | 3.40% | 0.34% | -12.0% | Q4 2021 |
| TNET | $2.95M | 2.56% | 0.09% | +90.7% | Q2 2024 |
| DSGX | $2.36M | 2.05% | 0.03% | +104.9% | Q1 2025 |
 RHI | $2.12M | 1.85% | 0.06% | Not reported | Q4 2021 |
| TECH | $2M | 1.74% | 0.02% | +63.6% | Q1 2025 |
 SCI | $1.36M | 1.18% | 0.01% | -73.8% | Q4 2021 |
 RGP | $590K | 0.51% | 0.35% | -42.0% | Q4 2021 |