Bridge City Capital, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Bridge City Capital, LLC reported 112 stock positions worth $363.8 million. Its top holding was Ensign (ENSG) at 2.8% of the portfolio, followed by Sterling Infrastructure (STRL, 2.4%) and Lemaitre Vascular (LMAT, 2.2%). Compared with Q2 2024, it opened 7 new positions, sold out of 5, added to 84 and reduced 8. The biggest buy was a new position in Modine Manufacturing (MOD) and the biggest sale an exit from Tetra Tech (TTEK).

Most Recent 13F
Q2 2026
Location
LAKE OSWEGO, OR
CIK
0001713521
Portfolio Value
$363.8M (Q3 2024)
SEC Filing
0001713521-24-000017 ↗ filed Nov 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $274.5M Q1 2024 Q2 2024: $297.6M Q2 2024 Q3 2024: $363.8M $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 112 stocks · $363.8M
ENSG The Ensign Group Inc. 2.83% 71,518 $10.3M Reduce -0.4%
STRL Sterling Infrastructure Inc. 2.44% 61,339 $8.9M Add +23.7%
LMAT Lemaitre Vascular Inc. 2.25% 88,041 $8.2M Reduce -2.4%
GMED Globus Medical Inc. Class A 2.13% 108,143 $7.7M Add +14.6%
ATEN A10 Networks Inc. 1.92% 484,401 $7.0M Add +13.3%
PFGC Performance Food Group Co. 1.89% 87,524 $6.9M Add +14.9%
GBCI Glacier Bancorp Inc. 1.88% 149,331 $6.8M Add +14.7%
UFPI Ufp Industries Inc. 1.87% 51,802 $6.8M Add +14.7%
RBC RBC Bearings Inc. 1.82% 22,064 $6.6M Add +14.9%
LAD Lithia Motors Inc. 1.71% 19,594 $6.2M Add +14.7%
MTSI Macom Technology Solutions H 1.71% 55,792 $6.2M Add +14.8%
OSIS Osi Systems Inc. 1.68% 40,243 $6.1M Add +63.1%
EXLS Exlservice Holdings Inc. 1.61% 153,417 $5.9M Add +14.7%
DORM Dorman Products Inc. 1.61% 51,677 $5.8M Add +42.3%
AIN Albany Intl Corp. Class A 1.59% 65,216 $5.8M Add +29.6%
EXPO Exponent Inc. 1.57% 49,547 $5.7M Add +40.1%
BMI Badger Meter Inc. 1.56% 25,950 $5.7M Add +68.7%
DIOD Diodes Inc. 1.52% 86,167 $5.5M Add +47.2%
THRM Gentherm Inc. 1.45% 113,084 $5.3M Add +14.7%
CBZ Cbiz Inc. 1.44% 78,028 $5.3M Add +37.0%
NEOG Neogen Corp. 1.42% 306,930 $5.2M Add +14.6%
USPH U.S. Physical Therapy Inc. 1.41% 60,712 $5.1M Add +25.3%
FN Fabrinet 1.38% 21,289 $5.0M Add +97.1%
WHD Cactus Inc. Class A 1.34% 81,423 $4.9M Add +16.8%
ADUS Addus Homecare Corp. 1.32% 36,149 $4.8M Add +14.8%
ACLS Axcelis Technologies Inc. 1.32% 45,644 $4.8M Add +14.4%
MTZ Mastec Inc. 1.31% 38,628 $4.8M Add +16.8%
KLIC Kulicke & Soffa Industries 1.20% 96,432 $4.4M Add +73.2%
CCS Century Communities Inc. 1.17% 41,361 $4.3M Reduce -3.4%
WTTR Select Water Solutions Inc. 1.14% 373,986 $4.2M Add +30.6%
LZB La-Z-Boy Inc. 1.14% 96,492 $4.1M Add +16.5%
SITE Siteone Landscape Supply Inc. 1.10% 26,580 $4.0M Reduce -6.1%
MOD Modine Manufacturing Co. 1.08% 29,558 $3.9M New
IIIN Insteel Industries Inc. 1.07% 125,050 $3.9M Add +14.5%
AEO American Eagle Outfitters 1.05% 170,328 $3.8M Add +44.4%
FFIN First Finl Bankshares Inc. 1.04% 102,256 $3.8M Add +16.6%
LSTR Landstar System Inc. 1.03% 19,791 $3.7M Add +16.6%
PLXS Plexus Corp. 0.99% 26,461 $3.6M Add +16.5%
OLLI Ollie's Bargain Outlet Holdi 0.98% 36,596 $3.6M Add +16.7%
UFPT Ufp Technologies Inc. 0.97% 11,172 $3.5M Add +117.6%
PLUS Eplus Inc. 0.97% 35,930 $3.5M Add +16.5%
PCRX Pacira Biosciences Inc. 0.96% 231,215 $3.5M Add +172.5%
AMPH Amphastar Pharmaceuticals Inc. 0.95% 71,079 $3.4M Add +45.2%
MEI Methode Electronics Inc. 0.94% 286,505 $3.4M Add +14.3%
ARIS WATER SOLUTIONS INC-A 0.93% 200,184 $3.4M Add +13.3%
AMED Amedisys Inc. 0.93% 34,891 $3.4M Add +16.6%
FELE Franklin Electric Co. Inc. 0.92% 32,061 $3.4M Add +49.5%
EVR Evercore Inc. Class A 0.90% 12,908 $3.3M Add +16.8%
HRMY Harmony Biosciences Holdings 0.89% 81,036 $3.2M New
IRMD Iradimed Corp. 0.85% 61,437 $3.1M Add +13.1%
BBSI Barrett Business SVCS Inc. 0.83% 80,473 $3.0M Add +29.8%
BCC Boise Cascade Co. 0.83% 21,336 $3.0M Add +16.6%
WSBC Wesbanco Inc. 0.81% 98,841 $2.9M Add +16.6%
SUPN Supernus Pharmaceuticals Inc. 0.81% 94,236 $2.9M Add +14.5%
CMCO Columbus McKinnon Corp. 0.81% 81,476 $2.9M Add +562.3%
NVEC Nve Corp. 0.81% 36,713 $2.9M Add +12.9%
AMRC Ameresco Inc. Class A 0.80% 76,650 $2.9M Add +16.6%
ACIW Aci Worldwide Inc. 0.79% 56,575 $2.9M Add +45.0%
JJSF J & J Snack Foods Corp. 0.78% 16,424 $2.8M Add +16.6%
SHAK Shake Shack Inc. Class A 0.77% 27,252 $2.8M Add +16.6%
NSSC Napco Security Technologies 0.76% 68,583 $2.8M New
KWR Quaker Chemical Corporation 0.74% 16,022 $2.7M Add +16.5%
GTY Getty Realty Corp. 0.74% 84,291 $2.7M Add +16.6%
MLKN Millerknoll Inc. 0.73% 107,252 $2.7M Reduce -7.4%
CORT Corcept Therapeutics Inc. 0.73% 57,374 $2.7M Add +16.5%
MMS Maximus Inc. 0.72% 28,249 $2.6M Add +16.6%
CNMD Conmed Corp. 0.72% 36,459 $2.6M New
QLYS Qualys Inc. 0.71% 20,139 $2.6M Add +59.1%
ZD Ziff Davis Inc. 0.68% 51,195 $2.5M Add +16.4%
WDFC WD-40 Co. 0.68% 9,608 $2.5M Add +16.4%
HOPE Hope Bancorp Inc. 0.68% 195,856 $2.5M Add +16.8%
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 0.66% 58,748 $2.4M Add +16.6%
ZYXIQ Zynex Inc. 0.66% 295,289 $2.4M Add +52.8%
CWT California Water Service Grp 0.66% 44,345 $2.4M Add +51.3%
LKFN Lakeland Financial Corp. 0.66% 36,706 $2.4M Add +16.7%
EVTC Evertec Inc. 0.64% 68,183 $2.3M Add +16.8%
VPG Vishay Precision Group 0.63% 88,424 $2.3M Add +12.8%
ROG Rogers Corp. 0.63% 20,181 $2.3M Add +16.6%
JACK Jack in the Box Inc. 0.61% 47,853 $2.2M Add +45.6%
PLAB Photronics Inc. 0.61% 89,537 $2.2M Add +13.7%
INVX Innovex International Inc. 0.60% 149,810 $2.2M Add +14.4%
DFIN Donnelley Financial Solution 0.56% 30,697 $2.0M Add +342.3%
HCSG Healthcare Services Group 0.52% 170,808 $1.9M Add +16.8%
RES RPC Inc. 0.49% 280,868 $1.8M Add +16.7%
OMCL Omnicell Inc. 0.48% 40,055 $1.7M Add +16.7%
MD Pediatrix Medical Group Inc. 0.48% 150,423 $1.7M Add +16.6%
SYNA Synaptics Inc. 0.48% 22,310 $1.7M Add +16.6%
CCSI Consensus Cloud Solution 0.47% 73,013 $1.7M Add +13.4%
HSTM Healthstream Inc. 0.47% 58,719 $1.7M New
ONTO Onto Innovation Inc. 0.46% 8,087 $1.7M Add +16.7%
FIX Comfort Systems USA Inc. 0.46% 4,290 $1.7M Reduce -84.0%
TXRH Texas Roadhouse Inc. 0.45% 9,238 $1.6M Reduce -52.1%
LTC LTC Properties Inc. filed as LTC PPTYS INC 0.44% 44,090 $1.6M Add +16.8%
COHR Coherent Corp. 0.42% 17,303 $1.5M Reduce -84.0%
BOOM DMC Global Inc. 0.41% 115,028 $1.5M Add +14.1%
SSTK Shutterstock Inc. 0.29% 30,266 $1.1M Add +16.6%
CRAI Cra International Inc. 0.21% 4,333 $760K No change
MYRG MYR Group Inc./Delaware 0.14% 4,967 $508K No change
ITIC Investors Title Co. 0.14% 2,171 $499K No change
PKE Park Aerospace Corp. 0.13% 35,641 $464K No change
PAYS Paysign Inc. 0.11% 111,249 $408K No change
BWFG Bankwell Financial Group Inc. 0.11% 13,550 $406K No change
BGSF BGSF Inc. 0.11% 46,901 $395K No change
CHRS Coherus Oncology Inc. 0.10% 367,305 $382K Add +16.2%
IWO iShares Russell 2000 Growth 0.10% 1,251 $355K New
UTMD Utah Medical Products Inc. 0.10% 5,264 $352K No change
INTT Intest Corp. 0.09% 45,517 $332K New
JYNT The Joint Corp. 0.09% 27,473 $314K No change
OSPN Onespan Inc. 0.08% 18,444 $307K No change
BMRC Bank of Marin Bancorp filed as BANK MARIN BANCORP 0.07% 13,289 $267K No change
ARAY Accuray Inc. 0.07% 140,734 $253K No change
QIPT Quipt Home Medical Corp. 0.04% 55,157 $161K No change

Portfolio Sells Q2 2024 → Q3 2024
TTEK Tetra Tech Inc. Sold out 0.00% −2.73
FIX Comfort Systems USA Inc. Reduce -84.0% 0.46% −2.29
COHR Coherent Corp. Reduce -84.0% 0.42% −2.21
MEDP Medpace Holdings Inc. Sold out 0.00% −1.90
PRFT Perficient Inc. Sold out 0.00% −0.88
TXRH Texas Roadhouse Inc. Reduce -52.1% 0.45% −0.66
AMN Amn Healthcare Services Inc. Sold out 0.00% −0.51
MLKN Millerknoll Inc. Reduce -7.4% 0.73% −0.30
CMBMF Cambium Networks Corp. Sold out 0.00% −0.26
LMAT Lemaitre Vascular Inc. Reduce -2.4% 2.25% −0.25
ENSG The Ensign Group Inc. Reduce -0.4% 2.83% −0.16
SITE Siteone Landscape Supply Inc. Reduce -6.1% 1.10% −0.05
CCS Century Communities Inc. Reduce -3.4% 1.17% −0.00

Portfolio Buys Q2 2024 → Q3 2024
MOD Modine Manufacturing Co. New 1.08% +1.08
HRMY Harmony Biosciences Holdings New 0.89% +0.89
NSSC Napco Security Technologies New 0.76% +0.76
CNMD Conmed Corp. New 0.72% +0.72
CMCO Columbus McKinnon Corp. Add +562.3% 0.81% +0.66
BMI Badger Meter Inc. Add +68.7% 1.56% +0.59
OSIS Osi Systems Inc. Add +63.1% 1.68% +0.54
UFPT Ufp Technologies Inc. Add +117.6% 0.97% +0.52
FN Fabrinet Add +97.1% 1.38% +0.49
DORM Dorman Products Inc. Add +42.3% 1.61% +0.49
STRL Sterling Infrastructure Inc. Add +23.7% 2.44% +0.47
HSTM Healthstream Inc. New 0.47% +0.47
EXPO Exponent Inc. Add +40.1% 1.57% +0.44
DFIN Donnelley Financial Solution Add +342.3% 0.56% +0.42
AMPH Amphastar Pharmaceuticals Inc. Add +45.2% 0.95% +0.29
KLIC Kulicke & Soffa Industries Add +73.2% 1.20% +0.28
ACIW Aci Worldwide Inc. Add +45.0% 0.79% +0.27
LAD Lithia Motors Inc. Add +14.7% 1.71% +0.26
AEO American Eagle Outfitters Add +44.4% 1.05% +0.26
GBCI Glacier Bancorp Inc. Add +14.7% 1.88% +0.24
FELE Franklin Electric Co. Inc. Add +49.5% 0.92% +0.23
PLUS Eplus Inc. Add +16.5% 0.97% +0.21
PLXS Plexus Corp. Add +16.5% 0.99% +0.21
EXLS Exlservice Holdings Inc. Add +14.7% 1.61% +0.20
PFGC Performance Food Group Co. Add +14.9% 1.89% +0.19
CORT Corcept Therapeutics Inc. Add +16.5% 0.73% +0.19
CWT California Water Service Grp Add +51.3% 0.66% +0.18
FFIN First Finl Bankshares Inc. Add +16.6% 1.04% +0.17
UFPI Ufp Industries Inc. Add +14.7% 1.87% +0.17
OMCL Omnicell Inc. Add +16.7% 0.48% +0.17
AIN Albany Intl Corp. Class A Add +29.6% 1.59% +0.16
AMRC Ameresco Inc. Class A Add +16.6% 0.80% +0.16
MD Pediatrix Medical Group Inc. Add +16.6% 0.48% +0.15
BBSI Barrett Business SVCS Inc. Add +29.8% 0.83% +0.15
PCRX Pacira Biosciences Inc. Add +172.5% 0.96% +0.14
EVR Evercore Inc. Class A Add +16.8% 0.90% +0.12
MTZ Mastec Inc. Add +16.8% 1.31% +0.12
WTTR Select Water Solutions Inc. Add +30.6% 1.14% +0.11
QLYS Qualys Inc. Add +59.1% 0.71% +0.10
DIOD Diodes Inc. Add +47.2% 1.52% +0.10
LZB La-Z-Boy Inc. Add +16.5% 1.14% +0.10
CCSI Consensus Cloud Solution Add +13.4% 0.47% +0.10
WHD Cactus Inc. Class A Add +16.8% 1.34% +0.10
IWO iShares Russell 2000 Growth New 0.10% +0.10
ADUS Addus Homecare Corp. Add +14.8% 1.32% +0.09
BCC Boise Cascade Co. Add +16.6% 0.83% +0.09
INTT Intest Corp. New 0.09% +0.09
GTY Getty Realty Corp. Add +16.6% 0.74% +0.09
RBC RBC Bearings Inc. Add +14.9% 1.82% +0.07
WDFC WD-40 Co. Add +16.4% 0.68% +0.07

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