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Alpine Peaks Capital, LP

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13F filer, CIK 1906602, NEW YORK, NY

Alpine Peaks Capital, LP reported $115,150,845 across 24 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 61.55% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001906602-25-000004

Period
2025-09-30
Reported value
$115M
Holdings
24
Top 10 weight
61.55%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TREXadded+36,500$1.89M
IPARadded+16,197$1.59M
TNETadded+21,000$1.4M
WSTadded+5,000$1.31M
DSGXadded+12,800$1.21M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MEDPreduced-7,600-$3.91M
SCIreduced-45,991-$3.83M
CGNXreduced-71,000-$3.22M
WMSreduced-15,800-$2.19M
HEI-Areduced-7,500-$1.91M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001906602-25-000004, largest first. % of portfolio is the value over $114,736,130, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,731 shares; 2024Q4: 39,169 shares; 2025Q1: 40,569 shares; 2025Q2: 41,269 shares; 2025Q3: 33,769 shares 33,769$8.58M7.48%-7,500Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,546 shares; 2024Q4: 71,751 shares; 2025Q1: 70,451 shares; 2025Q2: 70,151 shares; 2025Q3: 76,351 shares 76,351$8.29M7.22%+6,200Timeline
USPHU S PHYSICAL THERAPYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,137 shares; 2024Q4: 75,934 shares; 2025Q1: 83,934 shares; 2025Q2: 86,934 shares; 2025Q3: 95,134 shares 95,134$8.08M7.04%+8,200Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,502 shares; 2024Q4: 19,733 shares; 2025Q1: 21,233 shares; 2025Q2: 21,833 shares; 2025Q3: 26,833 shares 26,833$7.04M6.14%+5,000Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,554 shares; 2024Q4: 198,219 shares; 2025Q1: 207,219 shares; 2025Q2: 217,219 shares; 2025Q3: 146,219 shares 146,219$6.62M5.77%-71,000Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,509 shares; 2024Q4: 21,106 shares; 2025Q1: 21,906 shares; 2025Q2: 20,306 shares; 2025Q3: 12,706 shares 12,706$6.53M5.69%-7,600Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,816 shares; 2024Q4: 101,983 shares; 2025Q1: 88,283 shares; 2025Q2: 88,283 shares; 2025Q3: 79,383 shares 79,383$6.48M5.65%-8,900Timeline
EVTCEVERTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,393 shares; 2024Q4: 172,298 shares; 2025Q1: 166,798 shares; 2025Q2: 166,798 shares; 2025Q3: 190,798 shares 190,798$6.45M5.62%+24,000Timeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,075 shares; 2024Q4: 68,875 shares; 2025Q1: 71,575 shares; 2025Q2: 87,575 shares; 2025Q3: 124,075 shares 124,075$6.41M5.59%+36,500Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,658 shares; 2024Q4: 168,768 shares; 2025Q1: 142,868 shares; 2025Q2: 106,368 shares; 2025Q3: 104,368 shares 104,368$6.13M5.34%-2,000Timeline
IPARINTERPARFUMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,829 shares; 2024Q4: 51,759 shares; 2025Q1: 43,259 shares; 2025Q2: 44,559 shares; 2025Q3: 60,756 shares 60,756$5.98M5.21%+16,197Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,400 shares; 2024Q4: 15,850 shares; 2025Q1: 17,350 shares; 2025Q2: 18,850 shares; 2025Q3: 19,900 shares 19,900$5.15M4.49%+1,050Timeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,750 shares; 2024Q4: 30,497 shares; 2025Q1: 29,797 shares; 2025Q2: 29,897 shares; 2025Q3: 33,397 shares 33,397$4.97M4.34%+3,500Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,150 shares; 2024Q4: 46,320 shares; 2025Q1: 48,320 shares; 2025Q2: 48,320 shares; 2025Q3: 32,520 shares 32,520$4.51M3.93%-15,800Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,300 shares; 2024Q4: 27,730 shares; 2025Q1: 23,080 shares; 2025Q2: 21,780 shares; 2025Q3: 21,180 shares 21,180$4.25M3.7%-600Timeline
QLYSQUALYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,045 shares; 2024Q4: 24,805 shares; 2025Q1: 19,905 shares; 2025Q2: 21,514 shares; 2025Q3: 29,905 shares 29,905$3.96M3.45%+8,391Timeline
BBSIBARRETT BUSINESS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,352 shares; 2024Q4: 126,852 shares; 2025Q1: 115,352 shares; 2025Q2: 100,352 shares; 2025Q3: 88,352 shares 88,352$3.92M3.41%-12,000Timeline
TNETTRINET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,900 shares; 2024Q4: 24,350 shares; 2025Q1: 23,150 shares; 2025Q2: 23,150 shares; 2025Q3: 44,150 shares 44,150$2.95M2.57%+21,000Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 12,200 shares; 2025Q3: 25,000 shares 25,000$2.36M2.05%+12,800Timeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,161 shares; 2024Q4: 74,836 shares; 2025Q1: 68,336 shares; 2025Q2: 62,526 shares; 2025Q3: 62,526 shares 62,526$2.12M1.85%0Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 22,000 shares; 2025Q3: 36,000 shares 36,000$2M1.75%+14,000Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,596 shares; 2024Q4: 66,341 shares; 2025Q1: 62,332 shares; 2025Q2: 62,332 shares; 2025Q3: 16,341 shares 16,341$1.36M1.19%-45,991Timeline
RGPRESOURCES CONNECTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,933 shares; 2024Q4: 317,201 shares; 2025Q1: 292,201 shares; 2025Q2: 201,217 shares; 2025Q3: 116,761 shares 116,761$590K0.51%-84,456Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
MRVIMARAVAI LIFESCIENCES HLDGS I COMMON STOCKcall144,500$415Knew

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001906602-25-000004 base2025-11-14acceptance time not in the bulk data set