Bridge City Capital, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Bridge City Capital, LLC reported 110 stock positions worth $297.6 million. Its top holding was Ensign (ENSG) at 3.0% of the portfolio, followed by Comfort Systems USA (FIX, 2.7%) and Tetra Tech (TTEK, 2.7%). Compared with Q1 2024, it opened 3 new positions, sold out of 3, added to 101 and reduced 6. The biggest buy was a new position in Fabrinet (FN) and the biggest sale Medpace (MEDP, shares −26%).

Most Recent 13F
Q2 2026
Location
LAKE OSWEGO, OR
CIK
0001713521
Portfolio Value
$297.6M (Q2 2024)
SEC Filing
0001713521-24-000014 ↗ filed Aug 13, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $274.5M Q1 2024 Q2 2024: $297.6M $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 · $297.6M
ENSG The Ensign Group Inc. 2.99% 71,820 $8.9M Add +24.8%
FIX Comfort Systems USA Inc. 2.75% 26,888 $8.2M Add +12.9%
TTEK Tetra Tech Inc. 2.73% 39,789 $8.1M Add +24.1%
COHR Coherent Corp. 2.64% 108,270 $7.8M Add +23.3%
LMAT Lemaitre Vascular Inc. 2.49% 90,206 $7.4M Add +23.2%
GMED Globus Medical Inc. Class A 2.17% 94,360 $6.5M Add +24.6%
ATEN A10 Networks Inc. 1.99% 427,645 $5.9M Add +23.2%
STRL Sterling Infrastructure Inc. 1.97% 49,595 $5.9M Reduce -2.6%
ACLS Axcelis Technologies Inc. 1.91% 39,904 $5.7M Add +28.2%
MEDP Medpace Holdings Inc. 1.90% 13,740 $5.7M Reduce -25.9%
MTSI Macom Technology Solutions H 1.82% 48,589 $5.4M Add +23.3%
RBC RBC Bearings Inc. 1.74% 19,202 $5.2M Add +23.8%
UFPI Ufp Industries Inc. 1.70% 45,171 $5.1M Add +24.6%
PFGC Performance Food Group Co. 1.69% 76,171 $5.0M Add +24.0%
THRM Gentherm Inc. 1.63% 98,617 $4.9M Add +75.6%
GBCI Glacier Bancorp Inc. 1.63% 130,175 $4.9M Add +24.6%
USPH U.S. Physical Therapy Inc. 1.50% 48,450 $4.5M Add +30.3%
LAD Lithia Motors Inc. 1.45% 17,082 $4.3M Add +24.7%
AIN Albany Intl Corp. Class A 1.43% 50,307 $4.2M Add +52.8%
CBZ Cbiz Inc. 1.42% 56,958 $4.2M Add +24.4%
DIOD Diodes Inc. 1.42% 58,536 $4.2M Add +56.3%
EXLS Exlservice Holdings Inc. 1.41% 133,798 $4.2M Add +24.9%
NEOG Neogen Corp. 1.41% 267,829 $4.2M Add +51.1%
WHD Cactus Inc. Class A 1.24% 69,727 $3.7M Add +0.2%
ADUS Addus Homecare Corp. 1.23% 31,481 $3.7M Add +1.6%
MTZ Mastec Inc. 1.19% 33,075 $3.5M Add +0.2%
CCS Century Communities Inc. 1.17% 42,796 $3.5M Add +24.8%
SITE Siteone Landscape Supply Inc. 1.16% 28,319 $3.4M Add +24.5%
OSIS Osi Systems Inc. 1.14% 24,667 $3.4M Add +0.2%
IIIN Insteel Industries Inc. 1.14% 109,237 $3.4M Add +1.9%
EXPO Exponent Inc. 1.13% 35,369 $3.4M Add +0.2%
DORM Dorman Products Inc. 1.12% 36,305 $3.3M Add +0.2%
TXRH Texas Roadhouse Inc. 1.11% 19,283 $3.3M Add +0.2%
LSTR Landstar System Inc. 1.05% 16,970 $3.1M Add +0.2%
LZB La-Z-Boy Inc. 1.04% 82,808 $3.1M Add +0.2%
OLLI Ollie's Bargain Outlet Holdi 1.03% 31,363 $3.1M Add +0.2%
MLKN Millerknoll Inc. 1.03% 115,769 $3.1M Add +26.3%
WTTR Select Water Solutions Inc. 1.03% 286,472 $3.1M Add +4.7%
BMI Badger Meter Inc. 0.96% 15,382 $2.9M Add +0.2%
ARIS WATER SOLUTIONS INC-A 0.93% 176,658 $2.8M Add +2.9%
AMED Amedisys Inc. 0.92% 29,921 $2.7M Add +0.2%
KLIC Kulicke & Soffa Industries 0.92% 55,693 $2.7M Add +0.2%
FN Fabrinet 0.89% 10,799 $2.6M New
PRFT Perficient Inc. 0.88% 34,943 $2.6M Add +0.2%
MEI Methode Electronics Inc. 0.87% 250,659 $2.6M Add +2.0%
FFIN First Finl Bankshares Inc. 0.87% 87,680 $2.6M Add +0.2%
DRIL-QUIP INC 0.82% 130,918 $2.4M Add +2.1%
NVEC Nve Corp. 0.82% 32,509 $2.4M Add +3.3%
PCRX Pacira Biosciences Inc. 0.82% 84,856 $2.4M Add +37.0%
ZD Ziff Davis Inc. 0.81% 43,973 $2.4M Add +27.9%
IRMD Iradimed Corp. 0.80% 54,331 $2.4M Add +28.8%
VPG Vishay Precision Group 0.80% 78,365 $2.4M Add +3.4%
WSBC Wesbanco Inc. 0.80% 84,777 $2.4M Add +0.2%
AEO American Eagle Outfitters 0.79% 117,971 $2.4M Add +0.2%
PLXS Plexus Corp. 0.79% 22,711 $2.3M Add +0.2%
KWR Quaker Chemical Corporation 0.78% 13,749 $2.3M Add +0.2%
EVR Evercore Inc. Class A 0.77% 11,054 $2.3M Add +0.2%
JJSF J & J Snack Foods Corp. 0.77% 14,085 $2.3M Add +0.2%
PLUS Eplus Inc. 0.76% 30,852 $2.3M Add +34.5%
SUPN Supernus Pharmaceuticals Inc. 0.74% 82,285 $2.2M Add +2.0%
BCC Boise Cascade Co. 0.73% 18,307 $2.2M Add +0.2%
SHAK Shake Shack Inc. Class A 0.71% 23,382 $2.1M Add +0.2%
ROG Rogers Corp. 0.70% 17,306 $2.1M Add +0.2%
MMS Maximus Inc. 0.70% 24,230 $2.1M Add +0.2%
FELE Franklin Electric Co. Inc. 0.69% 21,442 $2.1M Add +0.2%
BBSI Barrett Business SVCS Inc. 0.68% 62,020 $2.0M Add +8.5%
AMPH Amphastar Pharmaceuticals Inc. 0.66% 48,946 $2.0M Add +40.8%
PLAB Photronics Inc. 0.65% 78,723 $1.9M Add +2.5%
EVTC Evertec Inc. 0.65% 58,401 $1.9M Add +0.2%
LKFN Lakeland Financial Corp. 0.65% 31,464 $1.9M Add +0.2%
GTY Getty Realty Corp. 0.65% 72,260 $1.9M Add +0.2%
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 0.65% 50,377 $1.9M Add +0.2%
AMRC Ameresco Inc. Class A 0.64% 65,758 $1.9M Reduce -17.7%
WDFC WD-40 Co. 0.61% 8,253 $1.8M Add +37.8%
QLYS Qualys Inc. 0.61% 12,655 $1.8M Add +0.2%
HOPE Hope Bancorp Inc. 0.61% 167,736 $1.8M Add +0.2%
ZYXIQ Zynex Inc. 0.61% 193,289 $1.8M Add +3.5%
SYNA Synaptics Inc. 0.57% 19,131 $1.7M Add +0.2%
JACK Jack in the Box Inc. 0.56% 32,861 $1.7M Add +2.9%
CORT Corcept Therapeutics Inc. 0.54% 49,237 $1.6M Reduce -0.8%
HCSG Healthcare Services Group 0.52% 146,274 $1.5M Add +0.2%
ACIW Aci Worldwide Inc. 0.52% 39,016 $1.5M Add +0.2%
ONTO Onto Innovation Inc. 0.51% 6,929 $1.5M Reduce -62.7%
AMN Amn Healthcare Services Inc. 0.51% 29,556 $1.5M Add +67.7%
RES RPC Inc. 0.51% 240,665 $1.5M Add +0.2%
BOOM DMC Global Inc. 0.49% 100,776 $1.5M Add +2.2%
CWT California Water Service Grp 0.48% 29,301 $1.4M Add +0.2%
UFPT Ufp Technologies Inc. 0.46% 5,134 $1.4M New
LTC LTC Properties Inc. filed as LTC PPTYS INC 0.44% 37,759 $1.3M Add +0.2%
CCSI Consensus Cloud Solution 0.37% 64,367 $1.1M Add +11.8%
SSTK Shutterstock Inc. 0.34% 25,954 $1.0M Add +0.2%
MD Pediatrix Medical Group Inc. 0.33% 128,978 $974K Add +0.2%
OMCL Omnicell Inc. 0.31% 34,324 $929K Add +0.2%
CMBMF Cambium Networks Corp. 0.26% 274,656 $766K Add +2.4%
CRAI Cra International Inc. 0.25% 4,333 $746K Reduce -9.9%
MYRG MYR Group Inc./Delaware 0.23% 4,967 $674K Add +15.6%
CHRS Coherus Oncology Inc. 0.18% 316,009 $547K Add +0.2%
PKE Park Aerospace Corp. 0.16% 35,641 $488K Add +24.7%
PAYS Paysign Inc. 0.16% 111,249 $479K Add +8.6%
CMCO Columbus McKinnon Corp. 0.14% 12,302 $425K Add +15.6%
DFIN Donnelley Financial Solution 0.14% 6,940 $414K Add +15.6%
BGSF BGSF Inc. 0.13% 46,901 $401K Add +15.6%
ITIC Investors Title Co. 0.13% 2,171 $391K Add +15.7%
JYNT The Joint Corp. 0.13% 27,473 $386K Add +24.2%
UTMD Utah Medical Products Inc. 0.12% 5,264 $352K Add +15.6%
BWFG Bankwell Financial Group Inc. 0.12% 13,550 $344K Add +15.6%
ARAY Accuray Inc. 0.09% 140,734 $256K Add +15.6%
OSPN Onespan Inc. 0.08% 18,444 $236K New
BMRC Bank of Marin Bancorp filed as BANK MARIN BANCORP 0.07% 13,289 $215K Add +15.6%
QIPT Quipt Home Medical Corp. 0.06% 55,157 $178K Add +15.6%

Portfolio Sells Q1 2024 → Q2 2024
MEDP Medpace Holdings Inc. Reduce -25.9% 1.90% −0.83
ONTO Onto Innovation Inc. Reduce -62.7% 0.51% −0.71
PAHC Phibro Animal Health Corp. Class A Sold out 0.00% −0.65
LITE Lumentum Holdings Inc. Sold out 0.00% −0.56
DEA Easterly Govt Pptys Inc. Sold out 0.00% −0.35
STRL Sterling Infrastructure Inc. Reduce -2.6% 1.97% −0.07
AMRC Ameresco Inc. Class A Reduce -17.7% 0.64% −0.07
CRAI Cra International Inc. Reduce -9.9% 0.25% −0.01
CORT Corcept Therapeutics Inc. Reduce -0.8% 0.54% +0.08

Portfolio Buys Q1 2024 → Q2 2024
FN Fabrinet New 0.89% +0.89
LMAT Lemaitre Vascular Inc. Add +23.2% 2.49% +0.72
COHR Coherent Corp. Add +23.3% 2.64% +0.70
GMED Globus Medical Inc. Class A Add +24.6% 2.17% +0.69
ACLS Axcelis Technologies Inc. Add +28.2% 1.91% +0.64
TTEK Tetra Tech Inc. Add +24.1% 2.73% +0.58
THRM Gentherm Inc. Add +75.6% 1.63% +0.46
UFPT Ufp Technologies Inc. New 0.46% +0.46
DIOD Diodes Inc. Add +56.3% 1.42% +0.45
MTSI Macom Technology Solutions H Add +23.3% 1.82% +0.45
NEOG Neogen Corp. Add +51.1% 1.41% +0.39
ENSG The Ensign Group Inc. Add +24.8% 2.99% +0.38
AIN Albany Intl Corp. Class A Add +52.8% 1.43% +0.31
ATEN A10 Networks Inc. Add +23.2% 1.99% +0.26
RBC RBC Bearings Inc. Add +23.8% 1.74% +0.21
MLKN Millerknoll Inc. Add +26.3% 1.03% +0.20
EXLS Exlservice Holdings Inc. Add +24.9% 1.41% +0.17
PRFT Perficient Inc. Add +0.2% 0.88% +0.16
PCRX Pacira Biosciences Inc. Add +37.0% 0.82% +0.16
OLLI Ollie's Bargain Outlet Holdi Add +0.2% 1.03% +0.13
IRMD Iradimed Corp. Add +28.8% 0.80% +0.13
WTTR Select Water Solutions Inc. Add +4.7% 1.03% +0.11
CBZ Cbiz Inc. Add +24.4% 1.42% +0.11
AMN Amn Healthcare Services Inc. Add +67.7% 0.51% +0.11
PLUS Eplus Inc. Add +34.5% 0.76% +0.11
AMPH Amphastar Pharmaceuticals Inc. Add +40.8% 0.66% +0.10
GBCI Glacier Bancorp Inc. Add +24.6% 1.63% +0.10
OSPN Onespan Inc. New 0.08% +0.08
UFPI Ufp Industries Inc. Add +24.6% 1.70% +0.08
MTZ Mastec Inc. Add +0.2% 1.19% +0.07
EXPO Exponent Inc. Add +0.2% 1.13% +0.07
ADUS Addus Homecare Corp. Add +1.6% 1.23% +0.06
BMI Badger Meter Inc. Add +0.2% 0.96% +0.06
WDFC WD-40 Co. Add +37.8% 0.61% +0.06
ACIW Aci Worldwide Inc. Add +0.2% 0.52% +0.05
ARIS WATER SOLUTIONS INC-A Add +2.9% 0.93% +0.05
CCSI Consensus Cloud Solution Add +11.8% 0.37% +0.04
TXRH Texas Roadhouse Inc. Add +0.2% 1.11% +0.03
JJSF J & J Snack Foods Corp. Add +0.2% 0.77% +0.03
JYNT The Joint Corp. Add +24.2% 0.13% +0.02
PAYS Paysign Inc. Add +8.6% 0.16% +0.02
ZD Ziff Davis Inc. Add +27.9% 0.81% +0.02
BBSI Barrett Business SVCS Inc. Add +8.5% 0.68% +0.02
PFGC Performance Food Group Co. Add +24.0% 1.69% +0.02
ITIC Investors Title Co. Add +15.7% 0.13% +0.02
BWFG Bankwell Financial Group Inc. Add +15.6% 0.12% +0.00
PLXS Plexus Corp. Add +0.2% 0.79% +0.00
DFIN Donnelley Financial Solution Add +15.6% 0.14% +0.00
BMRC Bank of Marin Bancorp Add +15.6% 0.07% +0.00
EVR Evercore Inc. Class A Add +0.2% 0.77% +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