Bridge City Capital, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Bridge City Capital, LLC reported 108 stock positions worth $375.3 million. Its top holding was Sterling Infrastructure (STRL) at 3.0% of the portfolio, followed by Ensign (ENSG, 2.7%) and Globus Medical Class A (GMED, 2.6%). Compared with Q3 2024, it opened 2 new positions, sold out of 6, added to 88 and reduced 18. The biggest buy was a new position in Ultra Clean (UCTT) and the biggest sale an exit from Axcelis Technologies (ACLS).

Most Recent 13F
Q2 2026
Location
LAKE OSWEGO, OR
CIK
0001713521
Portfolio Value
$375.3M (Q4 2024)
SEC Filing
0001713521-25-000001 ↗ filed Feb 11, 2025

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 Q3 2024 Q4 2024: $375.3M $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 108 stocks · $375.3M
STRL Sterling Infrastructure Inc. 2.98% 66,303 $11.2M Add +8.1%
ENSG The Ensign Group Inc. 2.74% 77,308 $10.3M Add +8.1%
GMED Globus Medical Inc. Class A 2.58% 116,875 $9.7M Add +8.1%
ATEN A10 Networks Inc. 2.55% 519,585 $9.6M Add +7.3%
LMAT Lemaitre Vascular Inc. 2.32% 94,471 $8.7M Add +7.3%
GBCI Glacier Bancorp Inc. 2.16% 161,370 $8.1M Add +8.1%
PFGC Performance Food Group Co. 2.13% 94,442 $8.0M Add +7.9%
MTSI Macom Technology Solutions H 2.08% 60,106 $7.8M Add +7.7%
LAD Lithia Motors Inc. 2.02% 21,180 $7.6M Add +8.1%
EXLS Exlservice Holdings Inc. 1.96% 165,879 $7.4M Add +8.1%
OSIS Osi Systems Inc. 1.94% 43,467 $7.3M Add +8.0%
RBC RBC Bearings Inc. 1.90% 23,796 $7.1M Add +7.8%
CBZ Cbiz Inc. 1.84% 84,479 $6.9M Add +8.3%
AIN Albany Intl Corp. Class A 1.76% 82,625 $6.6M Add +26.7%
DORM Dorman Products Inc. 1.70% 49,208 $6.4M Reduce -4.8%
UFPI Ufp Industries Inc. 1.68% 55,978 $6.3M Add +8.1%
BMI Badger Meter Inc. 1.59% 28,117 $6.0M Add +8.3%
USPH U.S. Physical Therapy Inc. 1.53% 64,947 $5.8M Add +7.0%
DIOD Diodes Inc. 1.53% 92,834 $5.7M Add +7.7%
MOD Modine Manufacturing Co. 1.43% 46,161 $5.4M Add +56.2%
MTZ Mastec Inc. 1.41% 38,969 $5.3M Add +0.9%
FN Fabrinet 1.40% 23,957 $5.3M Add +12.5%
WTTR Select Water Solutions Inc. 1.37% 387,008 $5.1M Add +3.5%
ARIS WATER SOLUTIONS INC-A 1.29% 201,740 $4.8M Add +0.8%
THRM Gentherm Inc. 1.28% 120,088 $4.8M Add +6.2%
WHD Cactus Inc. Class A 1.28% 82,146 $4.8M Add +0.9%
EXPO Exponent Inc. 1.26% 53,286 $4.7M Add +7.5%
KLIC Kulicke & Soffa Industries 1.25% 100,545 $4.7M Add +4.3%
ADUS Addus Homecare Corp. 1.22% 36,451 $4.6M Add +0.8%
PCRX Pacira Biosciences Inc. 1.15% 229,196 $4.3M Reduce -0.9%
LZB La-Z-Boy Inc. 1.13% 97,359 $4.2M Add +0.9%
PLXS Plexus Corp. 1.11% 26,699 $4.2M Add +0.9%
OLLI Ollie's Bargain Outlet Holdi 1.08% 36,921 $4.1M Add +0.9%
NEOG Neogen Corp. 1.06% 326,437 $4.0M Add +6.4%
FFIN First Finl Bankshares Inc. 0.99% 103,173 $3.7M Add +0.9%
BBSI Barrett Business SVCS Inc. 0.96% 83,269 $3.6M Add +3.5%
EVR Evercore Inc. Class A 0.96% 13,022 $3.6M Add +0.9%
CMCO Columbus McKinnon Corp. 0.95% 96,218 $3.6M Add +18.1%
HRMY Harmony Biosciences Holdings 0.95% 103,809 $3.6M Add +28.1%
SHAK Shake Shack Inc. Class A 0.95% 27,495 $3.6M Add +0.9%
SITE Siteone Landscape Supply Inc. 0.94% 26,820 $3.5M Add +0.9%
UFPT Ufp Technologies Inc. 0.94% 14,453 $3.5M Add +29.4%
SUPN Supernus Pharmaceuticals Inc. 0.92% 94,997 $3.4M Add +0.8%
LSTR Landstar System Inc. 0.91% 19,969 $3.4M Add +0.9%
IIIN Insteel Industries Inc. 0.91% 126,077 $3.4M Add +0.8%
IRMD Iradimed Corp. 0.91% 61,899 $3.4M Add +0.8%
CCS Century Communities Inc. 0.88% 44,790 $3.3M Add +8.3%
WSBC Wesbanco Inc. 0.86% 99,731 $3.2M Add +0.9%
FELE Franklin Electric Co. Inc. 0.84% 32,375 $3.2M Add +1.0%
AMED Amedisys Inc. 0.84% 34,530 $3.1M Reduce -1.0%
ACIW Aci Worldwide Inc. 0.82% 59,238 $3.1M Add +4.7%
UCTT Ultra Clean Holdings Inc. 0.81% 84,071 $3.0M New
DFIN Donnelley Financial Solution 0.80% 48,160 $3.0M Add +56.9%
CNMD Conmed Corp. 0.80% 44,056 $3.0M Add +20.8%
NVEC Nve Corp. 0.80% 36,992 $3.0M Add +0.8%
QLYS Qualys Inc. 0.80% 21,396 $3.0M Add +6.2%
CORT Corcept Therapeutics Inc. 0.78% 57,892 $2.9M Add +0.9%
AEO American Eagle Outfitters 0.76% 171,943 $2.9M Add +0.9%
INVX Innovex International Inc. 0.73% 197,328 $2.8M Add +31.7%
ZD Ziff Davis Inc. 0.73% 50,524 $2.7M Reduce -1.3%
PLUS Eplus Inc. 0.71% 36,272 $2.7M Add +0.9%
AMPH Amphastar Pharmaceuticals Inc. 0.69% 70,095 $2.6M Reduce -1.4%
JJSF J & J Snack Foods Corp. 0.68% 16,571 $2.6M Add +0.9%
GTY Getty Realty Corp. 0.68% 85,047 $2.6M Add +0.9%
BCC Boise Cascade Co. 0.68% 21,528 $2.6M Add +0.9%
LKFN Lakeland Financial Corp. 0.68% 37,035 $2.5M Add +0.9%
NSSC Napco Security Technologies 0.66% 69,250 $2.5M Add +1.0%
MLKN Millerknoll Inc. 0.64% 106,122 $2.4M Reduce -1.1%
HOPE Hope Bancorp Inc. 0.63% 193,789 $2.4M Reduce -1.1%
EVTC Evertec Inc. 0.63% 68,784 $2.4M Add +0.9%
WDFC WD-40 Co. 0.63% 9,702 $2.4M Add +1.0%
ZYXIQ Zynex Inc. 0.62% 291,900 $2.3M Reduce -1.1%
KWR Quaker Chemical Corporation 0.60% 16,107 $2.3M Add +0.5%
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 0.60% 58,132 $2.2M Reduce -1.1%
MMS Maximus Inc. 0.57% 28,503 $2.1M Add +0.9%
PLAB Photronics Inc. 0.57% 90,245 $2.1M Add +0.8%
CWT California Water Service Grp 0.56% 46,749 $2.1M Add +5.4%
JACK Jack in the Box Inc. 0.55% 49,417 $2.1M Add +3.3%
VPG Vishay Precision Group 0.55% 87,460 $2.1M Reduce -1.1%
ROG Rogers Corp. 0.54% 19,894 $2.0M Reduce -1.4%
HCSG Healthcare Services Group 0.52% 169,005 $2.0M Reduce -1.1%
MD Pediatrix Medical Group Inc. 0.52% 148,861 $2.0M Reduce -1.0%
HSTM Healthstream Inc. 0.50% 59,254 $1.9M Add +0.9%
AMRC Ameresco Inc. Class A 0.47% 75,594 $1.8M Reduce -1.4%
OMCL Omnicell Inc. 0.47% 39,486 $1.8M Reduce -1.4%
CCSI Consensus Cloud Solution 0.46% 72,174 $1.7M Reduce -1.1%
SYNA Synaptics Inc. 0.46% 22,511 $1.7M Add +0.9%
TXRH Texas Roadhouse Inc. 0.45% 9,326 $1.7M Add +0.9%
RES RPC Inc. 0.44% 277,945 $1.7M Reduce -1.0%
LTC LTC Properties Inc. filed as LTC PPTYS INC 0.41% 44,481 $1.5M Add +0.9%
IWO iShares Russell 2000 Growth 0.39% 5,068 $1.5M Add +305.1%
ONTO Onto Innovation Inc. 0.36% 8,165 $1.4M Add +1.0%
SSTK Shutterstock Inc. 0.24% 29,838 $906K Reduce -1.4%
CRAI Cra International Inc. 0.22% 4,340 $812K Add +0.2%
MYRG MYR Group Inc./Delaware 0.20% 4,978 $741K Add +0.2%
PKE Park Aerospace Corp. 0.14% 35,705 $523K Add +0.2%
ITIC Investors Title Co. 0.14% 2,175 $515K Add +0.2%
BWFG Bankwell Financial Group Inc. 0.11% 13,577 $423K Add +0.2%
INTT Intest Corp. 0.10% 45,589 $392K Add +0.2%
OSPN Onespan Inc. 0.09% 18,471 $342K Add +0.1%
PAYS Paysign Inc. 0.09% 111,458 $337K Add +0.2%
UTMD Utah Medical Products Inc. 0.09% 5,273 $324K Add +0.2%
BMRC Bank of Marin Bancorp filed as BANK MARIN BANCORP 0.08% 13,315 $316K Add +0.2%
JYNT The Joint Corp. 0.08% 27,520 $293K Add +0.2%
ARAY Accuray Inc. 0.07% 140,990 $279K Add +0.2%
FC Franklin Covey Co. 0.07% 7,234 $272K New
BGSF BGSF Inc. 0.07% 46,996 $246K Add +0.2%
QIPT Quipt Home Medical Corp. 0.04% 55,269 $169K Add +0.2%

Portfolio Sells Q3 2024 → Q4 2024
ACLS Axcelis Technologies Inc. Sold out 0.00% −1.32
MEI Methode Electronics Inc. Sold out 0.00% −0.94
FIX Comfort Systems USA Inc. Sold out 0.00% −0.46
COHR Coherent Corp. Sold out 0.00% −0.42
BOOM DMC Global Inc. Sold out 0.00% −0.41
AMRC Ameresco Inc. Class A Reduce -1.4% 0.47% −0.33
AMPH Amphastar Pharmaceuticals Inc. Reduce -1.4% 0.69% −0.25
CHRS Coherus Oncology Inc. Sold out 0.00% −0.10
MLKN Millerknoll Inc. Reduce -1.1% 0.64% −0.09
AMED Amedisys Inc. Reduce -1.0% 0.84% −0.09
ROG Rogers Corp. Reduce -1.4% 0.54% −0.09
VPG Vishay Precision Group Reduce -1.1% 0.55% −0.08
YETI Yeti Holdings Inc. Reduce -1.1% 0.60% −0.07
SSTK Shutterstock Inc. Reduce -1.4% 0.24% −0.05
RES RPC Inc. Reduce -1.0% 0.44% −0.05
HOPE Hope Bancorp Inc. Reduce -1.1% 0.63% −0.04
ZYXIQ Zynex Inc. Reduce -1.1% 0.62% −0.04
CCSI Consensus Cloud Solution Reduce -1.1% 0.46% −0.01
OMCL Omnicell Inc. Reduce -1.4% 0.47% −0.01
HCSG Healthcare Services Group Reduce -1.1% 0.52% −0.00
MD Pediatrix Medical Group Inc. Reduce -1.0% 0.52% +0.04
ZD Ziff Davis Inc. Reduce -1.3% 0.73% +0.05
DORM Dorman Products Inc. Reduce -4.8% 1.70% +0.09
PCRX Pacira Biosciences Inc. Reduce -0.9% 1.15% +0.19

Portfolio Buys Q3 2024 → Q4 2024
UCTT Ultra Clean Holdings Inc. New 0.81% +0.81
ATEN A10 Networks Inc. Add +7.3% 2.55% +0.62
STRL Sterling Infrastructure Inc. Add +8.1% 2.98% +0.53
GMED Globus Medical Inc. Class A Add +8.1% 2.58% +0.45
CBZ Cbiz Inc. Add +8.3% 1.84% +0.40
MTSI Macom Technology Solutions H Add +7.7% 2.08% +0.37
ARIS WATER SOLUTIONS INC-A Add +0.8% 1.29% +0.36
EXLS Exlservice Holdings Inc. Add +8.1% 1.96% +0.35
MOD Modine Manufacturing Co. Add +56.2% 1.43% +0.35
LAD Lithia Motors Inc. Add +8.1% 2.02% +0.31
IWO iShares Russell 2000 Growth Add +305.1% 0.39% +0.29
GBCI Glacier Bancorp Inc. Add +8.1% 2.16% +0.28
OSIS Osi Systems Inc. Add +8.0% 1.94% +0.26
DFIN Donnelley Financial Solution Add +56.9% 0.80% +0.25
PFGC Performance Food Group Co. Add +7.9% 2.13% +0.24
WTTR Select Water Solutions Inc. Add +3.5% 1.37% +0.22
SHAK Shake Shack Inc. Class A Add +0.9% 0.95% +0.18
AIN Albany Intl Corp. Class A Add +26.7% 1.76% +0.17
CMCO Columbus McKinnon Corp. Add +18.1% 0.95% +0.15
BBSI Barrett Business SVCS Inc. Add +3.5% 0.96% +0.13
INVX Innovex International Inc. Add +31.7% 0.73% +0.13
USPH U.S. Physical Therapy Inc. Add +7.0% 1.53% +0.12
PLXS Plexus Corp. Add +0.9% 1.11% +0.12
SUPN Supernus Pharmaceuticals Inc. Add +0.8% 0.92% +0.11
MTZ Mastec Inc. Add +0.9% 1.41% +0.11
OLLI Ollie's Bargain Outlet Holdi Add +0.9% 1.08% +0.10
QLYS Qualys Inc. Add +6.2% 0.80% +0.09
CNMD Conmed Corp. Add +20.8% 0.80% +0.08
RBC RBC Bearings Inc. Add +7.8% 1.90% +0.08
FC Franklin Covey Co. New 0.07% +0.07
LMAT Lemaitre Vascular Inc. Add +7.3% 2.32% +0.07
EVR Evercore Inc. Class A Add +0.9% 0.96% +0.06
HRMY Harmony Biosciences Holdings Add +28.1% 0.95% +0.06
IRMD Iradimed Corp. Add +0.8% 0.91% +0.06
MYRG MYR Group Inc./Delaware Add +0.2% 0.20% +0.06
WSBC Wesbanco Inc. Add +0.9% 0.86% +0.06
KLIC Kulicke & Soffa Industries Add +4.3% 1.25% +0.05
CORT Corcept Therapeutics Inc. Add +0.9% 0.78% +0.05
HSTM Healthstream Inc. Add +0.9% 0.50% +0.04
BMI Badger Meter Inc. Add +8.3% 1.59% +0.03
ACIW Aci Worldwide Inc. Add +4.7% 0.82% +0.03
LKFN Lakeland Financial Corp. Add +0.9% 0.68% +0.02
FN Fabrinet Add +12.5% 1.40% +0.02
INTT Intest Corp. Add +0.2% 0.10% +0.01
PKE Park Aerospace Corp. Add +0.2% 0.14% +0.01
BMRC Bank of Marin Bancorp Add +0.2% 0.08% +0.01
CRAI Cra International Inc. Add +0.2% 0.22% +0.01
DIOD Diodes Inc. Add +7.7% 1.53% +0.01
OSPN Onespan Inc. Add +0.1% 0.09% +0.01
ARAY Accuray Inc. Add +0.2% 0.07% +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