Alpine Peaks Capital, LP Portfolio Holdings by Sector
Alpine Peaks Capital, LP
- $115 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Personal Services | Consumer Cyclical
BFAM ROL SCI 3 stocks |
$21,070
18.4% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TRMB CGNX 2 stocks |
$14,314
12.5% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
BBSI RHI TNET 3 stocks |
$12,992
11.35% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
WMS TREX 2 stocks |
$10,108
8.83% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
EVTC QLYS 2 stocks |
$9,427
8.23% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MEDP 1 stocks |
$7,012
6.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
IPAR 1 stocks |
$6,806
5.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
USPH 1 stocks |
$6,736
5.88% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WST 1 stocks |
$6,463
5.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
JKHY 1 stocks |
$5,346
4.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
WAB 1 stocks |
$5,257
4.59% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
LFUS 1 stocks |
$3,735
3.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
RGP 1 stocks |
$2,705
2.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
HEI 1 stocks |
$1,426
1.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
MRVI 1 stocks |
$1,111
0.97% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|