Alpine Peaks Capital as of March 31, 2022
Portfolio Holdings for Alpine Peaks Capital
Alpine Peaks Capital holds 25 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Inter Parfums (IPAR) | 6.8 | $6.6M | 75k | 88.04 | |
| Cognex Corporation (CGNX) | 5.9 | $5.7M | 74k | 77.15 | |
| Trimble Navigation (TRMB) | 5.5 | $5.3M | 74k | 72.13 | |
| Resources Connection (RGP) | 5.3 | $5.1M | 300k | 17.14 | |
| West Pharmaceutical Services (WST) | 5.2 | $5.1M | 12k | 410.72 | |
| Barrett Business Services (BBSI) | 5.2 | $5.0M | 65k | 77.47 | |
| Bright Horizons Fam Sol In D (BFAM) | 4.9 | $4.8M | 36k | 132.69 | |
| Terminix Global Holdings | 4.9 | $4.8M | 104k | 45.63 | |
| U.S. Physical Therapy (USPH) | 4.9 | $4.7M | 48k | 99.45 | |
| Wabtec Corporation (WAB) | 4.8 | $4.7M | 48k | 96.17 | |
| Amphenol Corp Cl A (APH) | 4.8 | $4.7M | 62k | 75.35 | |
| Lindsay Corporation (LNN) | 4.4 | $4.3M | 27k | 157.02 | |
| Service Corporation International (SCI) | 4.2 | $4.1M | 63k | 65.83 | |
| Medpace Hldgs (MEDP) | 4.0 | $3.9M | 24k | 163.60 | |
| Syneos Health Cl A | 3.9 | $3.8M | 47k | 80.95 | |
| HEICO Corporation (HEI) | 3.9 | $3.8M | 25k | 153.55 | |
| Iaa | 3.7 | $3.6M | 95k | 38.25 | |
| National Resh Corp Com New (NRC) | 2.9 | $2.8M | 72k | 39.65 | |
| Qualys (QLYS) | 2.9 | $2.8M | 20k | 142.43 | |
| Evertec (EVTC) | 2.8 | $2.7M | 67k | 40.92 | |
| Robert Half International (RHI) | 2.3 | $2.2M | 20k | 114.16 | |
| Rollins (ROL) | 2.1 | $2.0M | 57k | 35.05 | |
| Heico Corp Cl A (HEI.A) | 2.0 | $1.9M | 15k | 126.80 | |
| Insperity (NSP) | 1.6 | $1.5M | 15k | 100.39 | |
| KAR Auction Services (KAR) | 1.1 | $1.1M | 60k | 18.04 |
