Alpine Peaks Capital as of Dec. 31, 2022
Portfolio Holdings for Alpine Peaks Capital
Alpine Peaks Capital holds 25 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Inter Parfums (IPAR) | 7.0 | $8.7M | 90k | 96.52 | |
| Cognex Corporation (CGNX) | 6.2 | $7.7M | 164k | 47.11 | |
| Wabtec Corporation (WAB) | 5.7 | $7.0M | 70k | 99.81 | |
| Medpace Hldgs (MEDP) | 5.7 | $7.0M | 33k | 212.41 | |
| West Pharmaceutical Services (WST) | 5.5 | $6.8M | 29k | 235.35 | |
| Service Corporation International (SCI) | 5.3 | $6.6M | 95k | 69.14 | |
| Rollins (ROL) | 5.1 | $6.2M | 171k | 36.54 | |
| Trimble Navigation (TRMB) | 5.0 | $6.2M | 122k | 50.56 | |
| U.S. Physical Therapy (USPH) | 5.0 | $6.2M | 76k | 81.03 | |
| Evertec (EVTC) | 4.9 | $6.0M | 187k | 32.38 | |
| Bright Horizons Fam Sol In D (BFAM) | 4.6 | $5.6M | 89k | 63.10 | |
| Qualys (QLYS) | 4.5 | $5.5M | 49k | 112.23 | |
| Robert Half International (RHI) | 4.4 | $5.4M | 73k | 73.83 | |
| Amphenol Corp Cl A (APH) | 4.3 | $5.3M | 70k | 76.14 | |
| Syneos Health Cl A | 3.4 | $4.2M | 115k | 36.68 | |
| Barrett Business Services (BBSI) | 3.3 | $4.1M | 44k | 93.28 | |
| Insperity (NSP) | 3.2 | $4.0M | 35k | 113.60 | |
| Lindsay Corporation (LNN) | 3.2 | $3.9M | 24k | 162.85 | |
| HEICO Corporation (HEI) | 3.2 | $3.9M | 25k | 153.64 | |
| Resources Connection (RGP) | 2.8 | $3.4M | 188k | 18.38 | |
| Heico Corp Cl A (HEI.A) | 2.2 | $2.7M | 23k | 119.85 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 2.1 | $2.6M | 182k | 14.31 | |
| Iaa | 1.8 | $2.2M | 55k | 40.00 | |
| National Resh Corp Com New (NRC) | 1.1 | $1.3M | 35k | 37.30 | |
| Trex Company (TREX) | 0.7 | $804k | 19k | 42.33 |
