Bridge City Capital, LLC

Name: Bridge City Capital, LLC 13F holdings, Q1 2025
Creator: Bridge City Capital, LLC
Published: 2025-04-14

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Bridge City Capital, LLC reported 105 stock positions worth $333.4 million. Its top holding was Ensign (ENSG) at 3.0% of the portfolio, followed by Globus Medical Class A (GMED, 2.6%) and Osi Systems (OSIS, 2.5%). Compared with Q4 2024, it opened 3 new positions, sold out of 6, added to 37 and reduced 65. The biggest buy was a new position in Catalyst Pharmaceuticals (CPRX) and the biggest sale Sterling Infrastructure (STRL, shares −0%).

Most Recent 13F: Q2 2026
Location: LAKE OSWEGO, OR
CIK: 0001713521
Portfolio Value: $333.4M (Q1 2025)
SEC Filing: 0001713521-25-000002 ↗ filed Apr 14, 2025

Holdings Value

Holdings 105 stocks · $333.4M


ENSG The Ensign Group Inc.	3.00%	77,210	$10.0M	Reduce -0.1%
GMED Globus Medical Inc. Class A	2.56%	116,729	$8.5M	Reduce -0.1%
OSIS Osi Systems Inc.	2.53%	43,463	$8.4M	Reduce -0.0%
RBC RBC Bearings Inc.	2.30%	23,857	$7.7M	Add +0.3%
STRL Sterling Infrastructure Inc.	2.25%	66,244	$7.5M	Reduce -0.1%
GBCI Glacier Bancorp Inc.	2.14%	161,558	$7.1M	Add +0.1%
ATEN A10 Networks Inc.	2.07%	422,803	$6.9M	Reduce -18.6%
PFGC Performance Food Group Co.	2.03%	86,045	$6.8M	Reduce -8.9%
CBZ Cbiz Inc.	1.92%	84,591	$6.4M	Add +0.1%
LMAT Lemaitre Vascular Inc.	1.87%	74,373	$6.2M	Reduce -21.3%
LAD Lithia Motors Inc.	1.87%	21,202	$6.2M	Add +0.1%
UFPI Ufp Industries Inc.	1.80%	56,123	$6.0M	Add +0.3%
DORM Dorman Products Inc.	1.78%	49,311	$5.9M	Add +0.2%
EXLS Exlservice Holdings Inc.	1.74%	122,969	$5.8M	Reduce -25.9%
AIN Albany Intl Corp. Class A	1.71%	82,734	$5.7M	Add +0.1%
BMI Badger Meter Inc.	1.61%	28,202	$5.4M	Add +0.3%
HRMY Harmony Biosciences Holdings	1.60%	160,739	$5.3M	Add +54.8%
MTSI Macom Technology Solutions H	1.52%	50,388	$5.1M	Reduce -16.2%
UFPT Ufp Technologies Inc.	1.51%	24,889	$5.0M	Add +72.2%
CORT Corcept Therapeutics Inc.	1.44%	42,029	$4.8M	Reduce -27.4%
ARIS WATER SOLUTIONS INC-A	1.43%	149,326	$4.8M	Reduce -26.0%
FN Fabrinet	1.43%	24,071	$4.8M	Add +0.5%
DIOD Diodes Inc.	1.42%	109,946	$4.7M	Add +18.4%
MTZ Mastec Inc.	1.36%	38,792	$4.5M	Reduce -0.5%
MOD Modine Manufacturing Co.	1.34%	58,261	$4.5M	Add +26.2%
EXPO Exponent Inc.	1.30%	53,545	$4.3M	Add +0.5%
PCRX Pacira Biosciences Inc.	1.28%	172,146	$4.3M	Reduce -24.9%
OLLI Ollie's Bargain Outlet Holdi	1.28%	36,695	$4.3M	Reduce -0.6%
CCS Century Communities Inc.	1.24%	61,407	$4.1M	Add +37.1%
WTTR Select Water Solutions Inc.	1.20%	382,202	$4.0M	Reduce -1.2%
LSTR Landstar System Inc.	1.15%	25,603	$3.8M	Add +28.2%
LZB La-Z-Boy Inc.	1.13%	96,705	$3.8M	Reduce -0.7%
WHD Cactus Inc. Class A	1.12%	81,702	$3.7M	Reduce -0.5%
NEOG Neogen Corp.	1.12%	430,758	$3.7M	Add +32.0%
FFIN First Finl Bankshares Inc.	1.10%	102,463	$3.7M	Reduce -0.7%
USPH U.S. Physical Therapy Inc.	1.10%	50,750	$3.7M	Reduce -21.9%
INVX Innovex International Inc.	1.07%	199,235	$3.6M	Add +1.0%
ADUS Addus Homecare Corp.	1.07%	36,110	$3.6M	Reduce -0.9%
BBSI Barrett Business SVCS Inc.	1.01%	82,227	$3.4M	Reduce -1.3%
AMPH Amphastar Pharmaceuticals Inc.	1.01%	115,855	$3.4M	Add +65.3%
KLIC Kulicke & Soffa Industries	0.99%	99,666	$3.3M	Reduce -0.9%
IIIN Insteel Industries Inc.	0.98%	124,797	$3.3M	Reduce -1.0%
AMED Amedisys Inc.	0.97%	34,947	$3.2M	Add +1.2%
SITE Siteone Landscape Supply Inc.	0.97%	26,589	$3.2M	Reduce -0.9%
ACIW Aci Worldwide Inc.	0.96%	58,671	$3.2M	Reduce -1.0%
IRMD Iradimed Corp.	0.96%	61,156	$3.2M	Reduce -1.2%
SUPN Supernus Pharmaceuticals Inc.	0.93%	94,180	$3.1M	Reduce -0.9%
WSBC Wesbanco Inc.	0.92%	98,979	$3.1M	Reduce -0.8%
FELE Franklin Electric Co. Inc.	0.90%	32,096	$3.0M	Reduce -0.9%
JJSF J & J Snack Foods Corp.	0.90%	22,853	$3.0M	Add +37.9%
PLUS Eplus Inc.	0.86%	47,182	$2.9M	Add +30.1%
CPRX Catalyst Pharmaceuticals Inc.	0.85%	117,374	$2.8M	New
SPSC SPS Commerce Inc.	0.83%	20,832	$2.8M	New
NSSC Napco Security Technologies	0.83%	119,893	$2.8M	Add +73.1%
AEO American Eagle Outfitters	0.83%	237,415	$2.8M	Add +38.1%
THRM Gentherm Inc.	0.82%	102,173	$2.7M	Reduce -14.9%
QLYS Qualys Inc.	0.80%	21,221	$2.7M	Reduce -0.8%
CNMD Conmed Corp.	0.79%	43,642	$2.6M	Reduce -0.9%
GTY Getty Realty Corp.	0.79%	84,409	$2.6M	Reduce -0.8%
EVR Evercore Inc. Class A	0.78%	12,949	$2.6M	Reduce -0.6%
EVTC Evertec Inc.	0.76%	68,485	$2.5M	Reduce -0.4%
SHAK Shake Shack Inc. Class A	0.72%	27,291	$2.4M	Reduce -0.7%
WDFC WD-40 Co.	0.70%	9,611	$2.3M	Reduce -0.9%
PLXS Plexus Corp.	0.70%	18,282	$2.3M	Reduce -31.5%
NVEC Nve Corp.	0.70%	36,553	$2.3M	Reduce -1.2%
CWT California Water Service Grp	0.67%	46,298	$2.2M	Reduce -1.0%
VPG Vishay Precision Group	0.66%	91,941	$2.2M	Add +5.1%
LKFN Lakeland Financial Corp.	0.66%	36,777	$2.2M	Reduce -0.7%
MD Pediatrix Medical Group Inc.	0.65%	150,655	$2.2M	Add +1.2%
BCC Boise Cascade Co.	0.63%	21,359	$2.1M	Reduce -0.8%
DFIN Donnelley Financial Solution	0.62%	47,523	$2.1M	Reduce -1.3%
HOPE Hope Bancorp Inc.	0.62%	196,653	$2.1M	Add +1.5%
KWR Quaker Chemical Corporation	0.59%	16,013	$2.0M	Reduce -0.6%
YETI Yeti Holdings Inc. filed as YETI HLDGS INC	0.58%	58,887	$1.9M	Add +1.3%
MMS Maximus Inc.	0.58%	28,293	$1.9M	Reduce -0.7%
ZD Ziff Davis Inc.	0.58%	51,182	$1.9M	Add +1.3%
HSTM Healthstream Inc.	0.56%	58,536	$1.9M	Reduce -1.2%
PLAB Photronics Inc.	0.56%	89,233	$1.9M	Reduce -1.1%
UCTT Ultra Clean Holdings Inc.	0.53%	83,273	$1.8M	Reduce -0.9%
HCSG Healthcare Services Group	0.52%	171,424	$1.7M	Add +1.4%
CCSI Consensus Cloud Solution	0.50%	72,664	$1.7M	Add +0.7%
CMCO Columbus McKinnon Corp.	0.49%	97,082	$1.6M	Add +0.9%
LTC LTC Properties Inc. filed as LTC PPTYS INC	0.47%	44,237	$1.6M	Reduce -0.6%
RES RPC Inc.	0.46%	281,538	$1.5M	Add +1.3%
TXRH Texas Roadhouse Inc.	0.46%	9,256	$1.5M	Reduce -0.8%
PDFS PDF Solutions Inc.	0.46%	79,895	$1.5M	New
SYNA Synaptics Inc.	0.43%	22,317	$1.4M	Reduce -0.9%
OMCL Omnicell Inc.	0.42%	40,136	$1.4M	Add +1.6%
ROG Rogers Corp.	0.41%	20,208	$1.4M	Add +1.6%
JACK Jack in the Box Inc.	0.41%	49,770	$1.4M	Add +0.7%
ONTO Onto Innovation Inc.	0.29%	8,089	$982K	Reduce -0.9%
CRAI Cra International Inc.	0.22%	4,212	$730K	Reduce -3.0%
MYRG MYR Group Inc./Delaware	0.16%	4,832	$546K	Reduce -2.9%
ITIC Investors Title Co.	0.15%	2,106	$508K	Reduce -3.2%
PKE Park Aerospace Corp.	0.14%	34,572	$465K	Reduce -3.2%
BWFG Bankwell Financial Group Inc.	0.12%	13,135	$396K	Reduce -3.3%
JYNT The Joint Corp.	0.10%	26,641	$333K	Reduce -3.2%
INTT Intest Corp.	0.09%	44,143	$309K	Reduce -3.2%
UTMD Utah Medical Products Inc.	0.09%	5,111	$286K	Reduce -3.1%
BMRC Bank of Marin Bancorp filed as BANK MARIN BANCORP	0.09%	12,887	$284K	Reduce -3.2%
OSPN Onespan Inc.	0.08%	17,875	$273K	Reduce -3.2%
ARAY Accuray Inc.	0.07%	136,549	$244K	Reduce -3.1%
PAYS Paysign Inc.	0.07%	107,927	$229K	Reduce -3.2%
BGSF BGSF Inc.	0.06%	52,051	$192K	Add +10.8%
QIPT Quipt Home Medical Corp.	0.04%	53,529	$125K	Reduce -3.1%

Portfolio Sells Q4 2024 → Q1 2025


STRL Sterling Infrastructure Inc.	Reduce -0.1%	2.25%	−0.73
MLKN Millerknoll Inc.	Sold out	0.00%	−0.64
ZYXIQ Zynex Inc.	Sold out	0.00%	−0.62
MTSI Macom Technology Solutions H	Reduce -16.2%	1.52%	−0.56
ATEN A10 Networks Inc.	Reduce -18.6%	2.07%	−0.48
AMRC Ameresco Inc. Class A	Sold out	0.00%	−0.47
THRM Gentherm Inc.	Reduce -14.9%	0.82%	−0.46
LMAT Lemaitre Vascular Inc.	Reduce -21.3%	1.87%	−0.45
USPH U.S. Physical Therapy Inc.	Reduce -21.9%	1.10%	−0.43
PLXS Plexus Corp.	Reduce -31.5%	0.70%	−0.41
IWO iShares Russell 2000 Growth	Sold out	0.00%	−0.39
UCTT Ultra Clean Holdings Inc.	Reduce -0.9%	0.53%	−0.27
KLIC Kulicke & Soffa Industries	Reduce -0.9%	0.99%	−0.26
SSTK Shutterstock Inc.	Sold out	0.00%	−0.24
SHAK Shake Shack Inc. Class A	Reduce -0.7%	0.72%	−0.23
EXLS Exlservice Holdings Inc.	Reduce -25.9%	1.74%	−0.22
EVR Evercore Inc. Class A	Reduce -0.6%	0.78%	−0.19
DFIN Donnelley Financial Solution	Reduce -1.3%	0.62%	−0.18
WTTR Select Water Solutions Inc.	Reduce -1.2%	1.20%	−0.16
WHD Cactus Inc. Class A	Reduce -0.5%	1.12%	−0.15
ADUS Addus Homecare Corp.	Reduce -0.9%	1.07%	−0.15
NVEC Nve Corp.	Reduce -1.2%	0.70%	−0.10
PFGC Performance Food Group Co.	Reduce -8.9%	2.03%	−0.10
FC Franklin Covey Co.	Sold out	0.00%	−0.07
ONTO Onto Innovation Inc.	Reduce -0.9%	0.29%	−0.07
MTZ Mastec Inc.	Reduce -0.5%	1.36%	−0.06
BCC Boise Cascade Co.	Reduce -0.8%	0.63%	−0.05
MYRG MYR Group Inc./Delaware	Reduce -2.9%	0.16%	−0.03
SYNA Synaptics Inc.	Reduce -0.9%	0.43%	−0.03
LKFN Lakeland Financial Corp.	Reduce -0.7%	0.66%	−0.02
PAYS Paysign Inc.	Reduce -3.2%	0.07%	−0.02
CNMD Conmed Corp.	Reduce -0.9%	0.79%	−0.01
GMED Globus Medical Inc. Class A	Reduce -0.1%	2.56%	−0.01
INTT Intest Corp.	Reduce -3.2%	0.09%	−0.01
PLAB Photronics Inc.	Reduce -1.1%	0.56%	−0.01
KWR Quaker Chemical Corporation	Reduce -0.6%	0.59%	−0.01
OSPN Onespan Inc.	Reduce -3.2%	0.08%	−0.01
QIPT Quipt Home Medical Corp.	Reduce -3.1%	0.04%	−0.01
ARAY Accuray Inc.	Reduce -3.1%	0.07%	−0.00
UTMD Utah Medical Products Inc.	Reduce -3.1%	0.09%	−0.00
PKE Park Aerospace Corp.	Reduce -3.2%	0.14%	+0.00
BMRC Bank of Marin Bancorp	Reduce -3.2%	0.09%	+0.00
QLYS Qualys Inc.	Reduce -0.8%	0.80%	+0.00
CRAI Cra International Inc.	Reduce -3.0%	0.22%	+0.00
LZB La-Z-Boy Inc.	Reduce -0.7%	1.13%	+0.00
BWFG Bankwell Financial Group Inc.	Reduce -3.3%	0.12%	+0.01
SUPN Supernus Pharmaceuticals Inc.	Reduce -0.9%	0.93%	+0.01
MMS Maximus Inc.	Reduce -0.7%	0.58%	+0.01
TXRH Texas Roadhouse Inc.	Reduce -0.8%	0.46%	+0.01
ITIC Investors Title Co.	Reduce -3.2%	0.15%	+0.02

Portfolio Buys Q4 2024 → Q1 2025


CPRX Catalyst Pharmaceuticals Inc.	New	0.85%	+0.85
SPSC SPS Commerce Inc.	New	0.83%	+0.83
HRMY Harmony Biosciences Holdings	Add +54.8%	1.60%	+0.65
UFPT Ufp Technologies Inc.	Add +72.2%	1.51%	+0.56
PDFS PDF Solutions Inc.	New	0.46%	+0.46
RBC RBC Bearings Inc.	Add +0.3%	2.30%	+0.41
CCS Century Communities Inc.	Add +37.1%	1.24%	+0.36
INVX Innovex International Inc.	Add +1.0%	1.07%	+0.34
AMPH Amphastar Pharmaceuticals Inc.	Add +65.3%	1.01%	+0.31
LSTR Landstar System Inc.	Add +28.2%	1.15%	+0.24
JJSF J & J Snack Foods Corp.	Add +37.9%	0.90%	+0.22
NSSC Napco Security Technologies	Add +73.1%	0.83%	+0.17
PLUS Eplus Inc.	Add +30.1%	0.86%	+0.15
AMED Amedisys Inc.	Add +1.2%	0.97%	+0.14
MD Pediatrix Medical Group Inc.	Add +1.2%	0.65%	+0.13
UFPI Ufp Industries Inc.	Add +0.3%	1.80%	+0.12
VPG Vishay Precision Group	Add +5.1%	0.66%	+0.12
DORM Dorman Products Inc.	Add +0.2%	1.78%	+0.08
CBZ Cbiz Inc.	Add +0.1%	1.92%	+0.08
NEOG Neogen Corp.	Add +32.0%	1.12%	+0.06
AEO American Eagle Outfitters	Add +38.1%	0.83%	+0.06
CCSI Consensus Cloud Solution	Add +0.7%	0.50%	+0.04
EXPO Exponent Inc.	Add +0.5%	1.30%	+0.04
RES RPC Inc.	Add +1.3%	0.46%	+0.02
FN Fabrinet	Add +0.5%	1.43%	+0.02
BMI Badger Meter Inc.	Add +0.3%	1.61%	+0.02
HCSG Healthcare Services Group	Add +1.4%	0.52%	−0.00
BGSF BGSF Inc.	Add +10.8%	0.06%	−0.01
YETI Yeti Holdings Inc.	Add +1.3%	0.58%	−0.01
GBCI Glacier Bancorp Inc.	Add +0.1%	2.14%	−0.02
HOPE Hope Bancorp Inc.	Add +1.5%	0.62%	−0.02
AIN Albany Intl Corp. Class A	Add +0.1%	1.71%	−0.05
OMCL Omnicell Inc.	Add +1.6%	0.42%	−0.05
MOD Modine Manufacturing Co.	Add +26.2%	1.34%	−0.08
DIOD Diodes Inc.	Add +18.4%	1.42%	−0.10
ROG Rogers Corp.	Add +1.6%	0.41%	−0.13
JACK Jack in the Box Inc.	Add +0.7%	0.41%	−0.14
LAD Lithia Motors Inc.	Add +0.1%	1.87%	−0.15
ZD Ziff Davis Inc.	Add +1.3%	0.58%	−0.15
CMCO Columbus McKinnon Corp.	Add +0.9%	0.49%	−0.46

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	114	$438.1M	ONTO, KLIC, VPG, ATEN, DIOD
Q1 2026	108	$360.8M	ENSG, STRL, RBC, ATEN, ONTO
Q4 2025	108	$340.2M	ENSG, HRMY, STRL, RBC, PCRX
Q3 2025	108	$374.5M	ENSG, STRL, GBCI, PCRX, DORM
Q2 2025	107	$356.5M	STRL, ENSG, MTZ, ATEN, OSIS
Q1 2025	105	$333.4M	ENSG, GMED, OSIS, RBC, STRL
Q4 2024	108	$375.3M	STRL, ENSG, GMED, ATEN, LMAT
Q3 2024	112	$363.8M	ENSG, STRL, LMAT, GMED, ATEN
Q2 2024	110	$297.6M	ENSG, FIX, TTEK, COHR, LMAT
Q1 2024	110	$274.5M	FIX, MEDP, ENSG, TTEK, STRL