Bridge City Capital, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 12, 2024), Bridge City Capital, LLC reported 110 stock positions worth $274.5 million. Its top holding was Comfort Systems USA (FIX) at 2.8% of the portfolio, followed by Medpace (MEDP, 2.7%) and Ensign (ENSG, 2.6%). Compared with Q4 2023, it opened 3 new positions, sold out of 4, added to 98 and reduced 9. The biggest buy was a new position in Plexus (PLXS) and the biggest sale an exit from Medifast (MED).

Most Recent 13F
Q2 2026
Location
LAKE OSWEGO, OR
CIK
0001713521
Portfolio Value
$274.5M (Q1 2024)
SEC Filing
0001713521-24-000013 ↗ filed Apr 12, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $274.5M $274.5M Q1 2024 Q2 2024: $297.6M Q2 2024 Q3 2024: $363.8M Q3 2024 Q4 2024: $375.3M Q4 2024 Q1 2025: $333.4M Q1 2025 Q2 2025: $356.5M Q2 2025 Q3 2025: $374.5M Q3 2025 Q4 2025: $340.2M Q4 2025 Q1 2026: $360.8M Q1 2026 Q2 2026: $438.1M Q2 2026

Holdings 110 stocks · $274.5M
FIX Comfort Systems USA Inc. 2.76% 23,818 $7.6M Reduce -27.5%
MEDP Medpace Holdings Inc. 2.73% 18,556 $7.5M Reduce -15.8%
ENSG The Ensign Group Inc. 2.61% 57,571 $7.2M Reduce -5.1%
TTEK Tetra Tech Inc. 2.16% 32,052 $5.9M Add +0.8%
STRL Sterling Infrastructure Inc. 2.05% 50,906 $5.6M Reduce -1.6%
COHR Coherent Corp. 1.94% 87,823 $5.3M Add +0.8%
LMAT Lemaitre Vascular Inc. 1.77% 73,204 $4.9M Add +2.6%
ATEN A10 Networks Inc. 1.73% 347,160 $4.8M Add +2.3%
PFGC Performance Food Group Co. 1.67% 61,439 $4.6M Add +0.8%
UFPI Ufp Industries Inc. 1.62% 36,246 $4.5M Add +0.8%
GBCI Glacier Bancorp Inc. 1.53% 104,445 $4.2M Add +0.8%
USPH U.S. Physical Therapy Inc. 1.53% 37,198 $4.2M Add +1.7%
RBC RBC Bearings Inc. 1.53% 15,505 $4.2M Add +0.8%
LAD Lithia Motors Inc. 1.50% 13,695 $4.1M Add +0.8%
IIIN Insteel Industries Inc. 1.49% 107,150 $4.1M Add +2.5%
GMED Globus Medical Inc. Class A 1.48% 75,712 $4.1M Add +25.9%
SITE Siteone Landscape Supply Inc. 1.45% 22,750 $4.0M Add +0.8%
MTSI Macom Technology Solutions H 1.37% 39,416 $3.8M Add +0.8%
CBZ Cbiz Inc. 1.31% 45,781 $3.6M Add +0.8%
OSIS Osi Systems Inc. 1.28% 24,618 $3.5M Add +0.8%
DORM Dorman Products Inc. 1.27% 36,232 $3.5M Add +0.8%
WHD Cactus Inc. Class A 1.27% 69,590 $3.5M Add +0.8%
ACLS Axcelis Technologies Inc. 1.26% 31,122 $3.5M Add +17.1%
EXLS Exlservice Holdings Inc. 1.24% 107,129 $3.4M Add +0.8%
ONTO Onto Innovation Inc. 1.23% 18,588 $3.4M Reduce -23.2%
CCS Century Communities Inc. 1.21% 34,304 $3.3M Reduce -17.8%
LSTR Landstar System Inc. 1.19% 16,936 $3.3M Add +0.8%
THRM Gentherm Inc. 1.18% 56,156 $3.2M Add +0.8%
ADUS Addus Homecare Corp. 1.17% 30,999 $3.2M Add +46.4%
LZB La-Z-Boy Inc. 1.13% 82,642 $3.1M Add +0.8%
AIN Albany Intl Corp. Class A 1.12% 32,921 $3.1M Add +0.8%
MTZ Mastec Inc. 1.12% 33,010 $3.1M Add +0.8%
AEO American Eagle Outfitters 1.11% 117,734 $3.0M Reduce -15.3%
MEI Methode Electronics Inc. 1.09% 245,640 $3.0M Add +57.7%
TXRH Texas Roadhouse Inc. 1.08% 19,245 $3.0M Add +0.8%
EXPO Exponent Inc. 1.06% 35,299 $2.9M Add +24.9%
DRIL-QUIP INC 1.05% 128,254 $2.9M Add +2.6%
FFIN First Finl Bankshares Inc. 1.05% 87,506 $2.9M Add +0.8%
NVEC Nve Corp. 1.03% 31,469 $2.8M Add +3.8%
KWR Quaker Chemical Corporation 1.03% 13,721 $2.8M Add +0.8%
BCC Boise Cascade Co. 1.02% 18,270 $2.8M Add +0.8%
NEOG Neogen Corp. 1.02% 177,204 $2.8M Add +0.8%
KLIC Kulicke & Soffa Industries 1.02% 55,579 $2.8M Add +28.4%
AMED Amedisys Inc. 1.00% 29,861 $2.8M Add +0.8%
SUPN Supernus Pharmaceuticals Inc. 1.00% 80,660 $2.8M Add +2.5%
VPG Vishay Precision Group 0.98% 75,804 $2.7M Add +3.9%
DIOD Diodes Inc. 0.96% 37,451 $2.6M Add +0.8%
WTTR Select Water Solutions Inc. 0.92% 273,698 $2.5M Add +2.9%
WSBC Wesbanco Inc. 0.92% 84,607 $2.5M Add +0.8%
OLLI Ollie's Bargain Outlet Holdi 0.91% 31,301 $2.5M Add +0.8%
BMI Badger Meter Inc. 0.90% 15,351 $2.5M Add +39.5%
ARIS WATER SOLUTIONS INC-A 0.89% 171,730 $2.4M Add +3.4%
SHAK Shake Shack Inc. Class A 0.88% 23,335 $2.4M Reduce -19.4%
EVTC Evertec Inc. 0.85% 58,286 $2.3M Add +0.8%
ZYXIQ Zynex Inc. 0.84% 186,665 $2.3M Add +4.0%
FELE Franklin Electric Co. Inc. 0.83% 21,399 $2.3M Add +0.8%
MLKN Millerknoll Inc. 0.83% 91,676 $2.3M Add +0.8%
JACK Jack in the Box Inc. 0.80% 31,951 $2.2M Add +3.4%
PLAB Photronics Inc. 0.79% 76,780 $2.2M Reduce -15.4%
ZD Ziff Davis Inc. 0.79% 34,373 $2.2M Add +0.8%
PLXS Plexus Corp. 0.78% 22,665 $2.1M New
EVR Evercore Inc. Class A 0.77% 11,032 $2.1M Add +0.8%
QLYS Qualys Inc. 0.77% 12,630 $2.1M Add +0.8%
LKFN Lakeland Financial Corp. 0.76% 31,402 $2.1M Add +0.8%
ROG Rogers Corp. 0.75% 17,271 $2.0M Add +0.8%
JJSF J & J Snack Foods Corp. 0.74% 14,056 $2.0M Add +0.8%
MMS Maximus Inc. 0.74% 24,182 $2.0M Add +0.8%
GTY Getty Realty Corp. 0.72% 72,116 $2.0M Add +0.8%
PRFT Perficient Inc. 0.71% 34,872 $2.0M Add +35.6%
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 0.71% 50,276 $1.9M Add +0.8%
AMRC Ameresco Inc. Class A 0.70% 79,871 $1.9M Add +0.8%
HOPE Hope Bancorp Inc. 0.70% 167,405 $1.9M Add +0.8%
BOOM DMC Global Inc. 0.70% 98,586 $1.9M Add +2.7%
SYNA Synaptics Inc. 0.68% 19,092 $1.9M Add +0.8%
RES RPC Inc. 0.68% 240,187 $1.9M Add +0.8%
IRMD Iradimed Corp. 0.68% 42,183 $1.9M Add +23.5%
HCSG Healthcare Services Group 0.66% 145,986 $1.8M Add +0.8%
BBSI Barrett Business SVCS Inc. 0.66% 14,287 $1.8M Add +2.4%
PCRX Pacira Biosciences Inc. 0.66% 61,944 $1.8M New
PLUS Eplus Inc. 0.66% 22,946 $1.8M New
PAHC Phibro Animal Health Corp. Class A 0.65% 137,694 $1.8M Add +3.3%
LITE Lumentum Holdings Inc. 0.56% 32,607 $1.5M Add +0.8%
AMPH Amphastar Pharmaceuticals Inc. 0.56% 34,773 $1.5M Add +0.8%
WDFC WD-40 Co. 0.55% 5,991 $1.5M Add +0.8%
CWT California Water Service Grp 0.50% 29,243 $1.4M Add +0.8%
ACIW Aci Worldwide Inc. 0.47% 38,940 $1.3M Add +0.8%
MD Pediatrix Medical Group Inc. 0.47% 128,720 $1.3M Add +0.8%
CORT Corcept Therapeutics Inc. 0.46% 49,638 $1.3M Add +0.8%
LTC LTC Properties Inc. filed as LTC PPTYS INC 0.45% 37,684 $1.2M Add +0.8%
SSTK Shutterstock Inc. 0.43% 25,902 $1.2M Add +0.8%
CMBMF Cambium Networks Corp. 0.42% 268,231 $1.2M Add +2.9%
AMN Amn Healthcare Services Inc. 0.40% 17,625 $1.1M Add +0.8%
OMCL Omnicell Inc. 0.36% 34,255 $1.0M Add +0.8%
DEA Easterly Govt Pptys Inc. 0.35% 83,045 $956K Add +0.8%
CCSI Consensus Cloud Solution 0.33% 57,577 $913K Add +2.2%
MYRG MYR Group Inc./Delaware 0.28% 4,296 $759K Add +17.9%
CHRS Coherus Oncology Inc. 0.27% 315,384 $754K Add +0.8%
CRAI Cra International Inc. 0.26% 4,810 $719K Add +4.9%
PKE Park Aerospace Corp. 0.17% 28,582 $475K Add +60.0%
CMCO Columbus McKinnon Corp. 0.17% 10,639 $475K Add +17.9%
BGSF BGSF Inc. 0.15% 40,576 $422K Add +17.9%
PAYS Paysign Inc. 0.14% 102,401 $375K Add +17.9%
DFIN Donnelley Financial Solution 0.14% 6,005 $372K Add +17.9%
UTMD Utah Medical Products Inc. 0.12% 4,555 $324K Add +43.4%
ITIC Investors Title Co. 0.11% 1,877 $306K Add +17.9%
BWFG Bankwell Financial Group Inc. 0.11% 11,718 $304K Add +17.9%
ARAY Accuray Inc. 0.11% 121,777 $301K Add +28.7%
JYNT The Joint Corp. 0.11% 22,115 $289K Add +75.2%
QIPT Quipt Home Medical Corp. 0.08% 47,721 $209K Add +17.9%
BMRC Bank of Marin Bancorp filed as BANK MARIN BANCORP 0.07% 11,497 $193K Add +17.9%

Portfolio Sells Q4 2023 → Q1 2024
MED Medifast Inc. Sold out 0.00% −0.52
PLAB Photronics Inc. Reduce -15.4% 0.79% −0.31
CCS Century Communities Inc. Reduce -17.8% 1.21% −0.27
ONTO Onto Innovation Inc. Reduce -23.2% 1.23% −0.21
SILC Silicom Ltd. Sold out 0.00% −0.10
EVRI Everi Holdings Inc. Sold out 0.00% −0.10
IWO iShares Russell 2000 Growth Sold out 0.00% −0.08
AEO American Eagle Outfitters Reduce -15.3% 1.11% −0.03
ENSG The Ensign Group Inc. Reduce -5.1% 2.61% −0.03
SHAK Shake Shack Inc. Class A Reduce -19.4% 0.88% +0.05
MEDP Medpace Holdings Inc. Reduce -15.8% 2.73% +0.12
FIX Comfort Systems USA Inc. Reduce -27.5% 2.76% +0.14
STRL Sterling Infrastructure Inc. Reduce -1.6% 2.05% +0.28

Portfolio Buys Q4 2023 → Q1 2024
PLXS Plexus Corp. New 0.78% +0.78
PCRX Pacira Biosciences Inc. New 0.66% +0.66
PLUS Eplus Inc. New 0.66% +0.66
COHR Coherent Corp. Add +0.8% 1.94% +0.47
ADUS Addus Homecare Corp. Add +46.4% 1.17% +0.40
ARIS WATER SOLUTIONS INC-A Add +3.4% 0.89% +0.35
BMI Badger Meter Inc. Add +39.5% 0.90% +0.25
GMED Globus Medical Inc. Class A Add +25.9% 1.48% +0.24
USPH U.S. Physical Therapy Inc. Add +1.7% 1.53% +0.21
CBZ Cbiz Inc. Add +0.8% 1.31% +0.21
LMAT Lemaitre Vascular Inc. Add +2.6% 1.77% +0.20
TXRH Texas Roadhouse Inc. Add +0.8% 1.08% +0.18
MTZ Mastec Inc. Add +0.8% 1.12% +0.16
WTTR Select Water Solutions Inc. Add +2.9% 0.92% +0.14
SUPN Supernus Pharmaceuticals Inc. Add +2.5% 1.00% +0.12
NVEC Nve Corp. Add +3.8% 1.03% +0.11
BCC Boise Cascade Co. Add +0.8% 1.02% +0.11
DORM Dorman Products Inc. Add +0.8% 1.27% +0.11
KLIC Kulicke & Soffa Industries Add +28.4% 1.02% +0.10
TTEK Tetra Tech Inc. Add +0.8% 2.16% +0.10
EXPO Exponent Inc. Add +24.9% 1.06% +0.10
CRAI Cra International Inc. Add +4.9% 0.26% +0.09
ZYXIQ Zynex Inc. Add +4.0% 0.84% +0.08
HCSG Healthcare Services Group Add +0.8% 0.66% +0.08
MYRG MYR Group Inc./Delaware Add +17.9% 0.28% +0.07
PKE Park Aerospace Corp. Add +60.0% 0.17% +0.07
OSIS Osi Systems Inc. Add +0.8% 1.28% +0.06
PRFT Perficient Inc. Add +35.6% 0.71% +0.06
JYNT The Joint Corp. Add +75.2% 0.11% +0.06
WHD Cactus Inc. Class A Add +0.8% 1.27% +0.06
PAHC Phibro Animal Health Corp. Class A Add +3.3% 0.65% +0.05
EVR Evercore Inc. Class A Add +0.8% 0.77% +0.05
IRMD Iradimed Corp. Add +23.5% 0.68% +0.05
THRM Gentherm Inc. Add +0.8% 1.18% +0.05
PAYS Paysign Inc. Add +17.9% 0.14% +0.04
FELE Franklin Electric Co. Inc. Add +0.8% 0.83% +0.04
PFGC Performance Food Group Co. Add +0.8% 1.67% +0.04
CMCO Columbus McKinnon Corp. Add +17.9% 0.17% +0.04
BBSI Barrett Business SVCS Inc. Add +2.4% 0.66% +0.03
BGSF BGSF Inc. Add +17.9% 0.15% +0.03
FFIN First Finl Bankshares Inc. Add +0.8% 1.05% +0.03
SITE Siteone Landscape Supply Inc. Add +0.8% 1.45% +0.03
UTMD Utah Medical Products Inc. Add +43.4% 0.12% +0.01
ACIW Aci Worldwide Inc. Add +0.8% 0.47% +0.01
DFIN Donnelley Financial Solution Add +17.9% 0.14% +0.01
VPG Vishay Precision Group Add +3.9% 0.98% +0.01
ITIC Investors Title Co. Add +17.9% 0.11% +0.01
MD Pediatrix Medical Group Inc. Add +0.8% 0.47% +0.01
ARAY Accuray Inc. Add +28.7% 0.11% +0.01
RES RPC Inc. Add +0.8% 0.68% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 114$438.1MONTO, KLIC, VPG, ATEN, DIOD
Q1 2026 108$360.8MENSG, STRL, RBC, ATEN, ONTO
Q4 2025 108$340.2MENSG, HRMY, STRL, RBC, PCRX
Q3 2025 108$374.5MENSG, STRL, GBCI, PCRX, DORM
Q2 2025 107$356.5MSTRL, ENSG, MTZ, ATEN, OSIS
Q1 2025 105$333.4MENSG, GMED, OSIS, RBC, STRL
Q4 2024 108$375.3MSTRL, ENSG, GMED, ATEN, LMAT
Q3 2024 112$363.8MENSG, STRL, LMAT, GMED, ATEN
Q2 2024 110$297.6MENSG, FIX, TTEK, COHR, LMAT
Q1 2024 110$274.5MFIX, MEDP, ENSG, TTEK, STRL