Alpine Peaks Capital, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$105.0M
Holdings
21
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BFAMBRIGHT HORIZONS FAM SOL IN D | 89,651 | $9.1M | 8.65% | |
| 2 | HEIHEICO CORP NEW | 31,469 | $7.9M | 7.56% | |
| 3 | WSTWEST PHARMACEUTICAL SVSC INC | 26,483 | $7.3M | 6.94% | |
| 4 | USPHU S PHYSICAL THERAPY | 91,224 | $7.1M | 6.78% | |
| 5 | TRMBTRIMBLE INC | 81,083 | $6.4M | 6.05% | |
| 6 | ROLROLLINS INC | 102,968 | $6.2M | 5.88% | |
| 7 | JKHYHENRY JACK & ASSOC INC | 30,047 | $5.5M | 5.22% | |
| 8 | MEDPMEDPACE HLDGS INC | 9,506 | $5.3M | 5.08% | |
| 9 | EVTCEVERTEC INC | 179,704 | $5.2M | 4.98% | |
| 10 | LFUSLITTELFUSE INC | 20,400 | $5.2M | 4.91% | |
| 11 | CGNXCOGNEX CORP | 138,019 | $5.0M | 4.73% | |
| 12 | WMSADVANCED DRAIN SYS INC DEL | 30,920 | $4.5M | 4.26% | |
| 13 | DSGDESCARTES SYS GROUP INC | 51,000 | $4.5M | 4.26% | |
| 14 | QLYSQUALYS INC | 32,905 | $4.4M | 4.16% | |
| 15 | WABWABTEC | 20,480 | $4.4M | 4.16% | |
| 16 | TREXTREX CO INC | 122,839 | $4.3M | 4.10% | |
| 17 | IPARINTER PARFUMS INC | 47,095 | $4.0M | 3.80% | |
| 18 | BBSIBARRETT BUSINESS SVCS INC | 88,352 | $3.2M | 3.05% | |
| 19 | TECHBIO-TECHNE CORP | 51,500 | $3.0M | 2.88% | |
| 20 | TNETTRINET GROUP INC | 39,650 | $2.3M | 2.23% | |
| 21 | MRVIMARAVAI LIFESCIENCES HLDGS I | 96,900 | $314K | 0.30% | Call |