Bridge City Capital, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Bridge City Capital, LLC reported 107 stock positions worth $356.5 million. Its top holding was Sterling Infrastructure (STRL) at 3.3% of the portfolio, followed by Ensign (ENSG, 3.1%) and Mastec (MTZ, 2.4%). Compared with Q1 2025, it opened 4 new positions, sold out of 2, added to 20 and reduced 83. The biggest buy was Mastec (MTZ, shares +27%) and the biggest sale an exit from Neogen (NEOG).

Most Recent 13F
Q2 2026
Location
LAKE OSWEGO, OR
CIK
0001713521
Portfolio Value
$356.5M (Q2 2025)
SEC Filing
0001713521-25-000004 ↗ filed Aug 13, 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 Q4 2024 Q1 2025: $333.4M Q1 2025 Q2 2025: $356.5M $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 107 stocks · $356.5M
STRL Sterling Infrastructure Inc. 3.28% 50,675 $11.7M Reduce -23.5%
ENSG The Ensign Group Inc. 3.15% 72,787 $11.2M Reduce -5.7%
MTZ Mastec Inc. 2.36% 49,357 $8.4M Add +27.2%
ATEN A10 Networks Inc. 2.27% 417,931 $8.1M Reduce -1.1%
OSIS Osi Systems Inc. 2.14% 33,882 $7.6M Reduce -22.0%
PFGC Performance Food Group Co. 2.07% 84,329 $7.4M Reduce -2.0%
GBCI Glacier Bancorp Inc. 2.05% 169,598 $7.3M Add +5.0%
RBC RBC Bearings Inc. 2.05% 18,956 $7.3M Reduce -20.5%
MTSI Macom Technology Solutions H 2.04% 50,817 $7.3M Add +0.8%
LAD Lithia Motors Inc. 1.99% 20,979 $7.1M Reduce -1.1%
FN Fabrinet 1.97% 23,812 $7.0M Reduce -1.1%
GMED Globus Medical Inc. Class A 1.91% 115,491 $6.8M Reduce -1.1%
UFPT Ufp Technologies Inc. 1.81% 26,406 $6.4M Add +6.1%
LMAT Lemaitre Vascular Inc. 1.71% 73,549 $6.1M Reduce -1.1%
CBZ Cbiz Inc. 1.68% 83,704 $6.0M Reduce -1.1%
DORM Dorman Products Inc. 1.68% 48,786 $6.0M Reduce -1.1%
BMI Badger Meter Inc. 1.66% 24,170 $5.9M Reduce -14.3%
DIOD Diodes Inc. 1.61% 108,824 $5.8M Reduce -1.0%
AIN Albany Intl Corp. Class A 1.61% 81,862 $5.7M Reduce -1.1%
MOD Modine Manufacturing Co. 1.59% 57,653 $5.7M Reduce -1.0%
UFPI Ufp Industries Inc. 1.51% 54,126 $5.4M Reduce -3.6%
EXLS Exlservice Holdings Inc. 1.49% 121,686 $5.3M Reduce -1.0%
HRMY Harmony Biosciences Holdings 1.44% 162,664 $5.1M Add +1.2%
ACIW Aci Worldwide Inc. 1.39% 107,800 $4.9M Add +83.7%
OLLI Ollie's Bargain Outlet Holdi 1.34% 36,176 $4.8M Reduce -1.4%
IIIN Insteel Industries Inc. 1.28% 122,897 $4.6M Reduce -1.5%
FFIN First Finl Bankshares Inc. 1.18% 117,303 $4.2M Add +14.5%
CCS Century Communities Inc. 1.16% 73,258 $4.1M Add +19.3%
ARIS WATER SOLUTIONS INC-A 1.16% 174,261 $4.1M Add +16.7%
ADUS Addus Homecare Corp. 1.15% 35,570 $4.1M Reduce -1.5%
PCRX Pacira Biosciences Inc. 1.14% 169,673 $4.1M Reduce -1.4%
USPH U.S. Physical Therapy Inc. 1.10% 49,990 $3.9M Reduce -1.5%
PLUS Eplus Inc. 1.08% 53,615 $3.9M Add +13.6%
IRMD Iradimed Corp. 1.01% 60,178 $3.6M Reduce -1.6%
LZB La-Z-Boy Inc. 0.99% 95,358 $3.5M Reduce -1.4%
WHD Cactus Inc. Class A 0.99% 80,550 $3.5M Reduce -1.4%
LSTR Landstar System Inc. 0.98% 25,255 $3.5M Reduce -1.4%
NSSC Napco Security Technologies 0.98% 118,215 $3.5M Reduce -1.4%
EVR Evercore Inc. Class A 0.97% 12,767 $3.4M Reduce -1.4%
KLIC Kulicke & Soffa Industries 0.95% 98,265 $3.4M Reduce -1.4%
AMED Amedisys Inc. 0.95% 34,455 $3.4M Reduce -1.4%
BBSI Barrett Business SVCS Inc. 0.95% 80,963 $3.4M Reduce -1.5%
WTTR Select Water Solutions Inc. 0.92% 378,892 $3.3M Reduce -0.9%
CRDO Credo Technology Group Holdi 0.90% 34,677 $3.2M New
AMPH Amphastar Pharmaceuticals Inc. 0.89% 138,644 $3.2M Add +19.7%
SITE Siteone Landscape Supply Inc. 0.89% 26,221 $3.2M Reduce -1.4%
WSBC Wesbanco Inc. 0.87% 97,591 $3.1M Reduce -1.4%
INVX Innovex International Inc. 0.86% 196,205 $3.1M Reduce -1.5%
SHAK Shake Shack Inc. Class A 0.86% 21,759 $3.1M Reduce -20.3%
EXPO Exponent Inc. 0.85% 40,600 $3.0M Reduce -24.2%
QLYS Qualys Inc. 0.84% 20,925 $3.0M Reduce -1.4%
DFIN Donnelley Financial Solution 0.82% 47,659 $2.9M Add +0.3%
SUPN Supernus Pharmaceuticals Inc. 0.82% 92,733 $2.9M Reduce -1.5%
THRM Gentherm Inc. 0.80% 100,629 $2.8M Reduce -1.5%
FELE Franklin Electric Co. Inc. 0.80% 31,652 $2.8M Reduce -1.4%
SPSC SPS Commerce Inc. 0.78% 20,554 $2.8M Reduce -1.3%
CGNX Cognex Corp. 0.76% 85,834 $2.7M New
NVEC Nve Corp. 0.74% 35,964 $2.6M Reduce -1.6%
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 0.74% 83,569 $2.6M Add +41.9%
PLAB Photronics Inc. 0.73% 137,421 $2.6M Add +54.0%
JJSF J & J Snack Foods Corp. 0.72% 22,539 $2.6M Reduce -1.4%
VPG Vishay Precision Group 0.71% 90,418 $2.5M Reduce -1.7%
HCSG Healthcare Services Group 0.71% 168,989 $2.5M Reduce -1.4%
CPRX Catalyst Pharmaceuticals Inc. 0.71% 115,881 $2.5M Reduce -1.3%
PLXS Plexus Corp. 0.68% 18,043 $2.4M Reduce -1.3%
EVTC Evertec Inc. 0.68% 67,510 $2.4M Reduce -1.4%
GTY Getty Realty Corp. 0.65% 83,226 $2.3M Reduce -1.4%
AEO American Eagle Outfitters 0.63% 234,248 $2.3M Reduce -1.3%
CNMD Conmed Corp. 0.63% 43,030 $2.2M Reduce -1.4%
SYNA Synaptics Inc. 0.63% 34,385 $2.2M Add +54.1%
LKFN Lakeland Financial Corp. 0.63% 36,262 $2.2M Reduce -1.4%
WDFC WD-40 Co. 0.61% 9,478 $2.2M Reduce -1.4%
MD Pediatrix Medical Group Inc. 0.60% 148,543 $2.1M Reduce -1.4%
HOPE Hope Bancorp Inc. 0.58% 193,862 $2.1M Reduce -1.4%
CWT California Water Service Grp 0.58% 45,650 $2.1M Reduce -1.4%
ROG Rogers Corp. 0.56% 29,122 $2.0M Add +44.1%
MMS Maximus Inc. 0.55% 27,895 $2.0M Reduce -1.4%
UCTT Ultra Clean Holdings Inc. 0.52% 82,116 $1.9M Reduce -1.4%
BCC Boise Cascade Co. 0.51% 21,061 $1.8M Reduce -1.4%
PDFS PDF Solutions Inc. 0.50% 83,747 $1.8M Add +4.8%
KWR Quaker Chemical Corporation 0.50% 15,792 $1.8M Reduce -1.4%
TXRH Texas Roadhouse Inc. 0.48% 9,126 $1.7M Reduce -1.4%
PJT PJT Partners Inc. Class A 0.48% 10,325 $1.7M New
CCSI Consensus Cloud Solution 0.46% 71,522 $1.6M Reduce -1.6%
ONTO Onto Innovation Inc. 0.46% 16,246 $1.6M Add +100.8%
HSTM Healthstream Inc. 0.46% 58,977 $1.6M Add +0.8%
ZD Ziff Davis Inc. 0.43% 50,467 $1.5M Reduce -1.4%
LTC LTC Properties Inc. filed as LTC PPTYS INC 0.42% 43,609 $1.5M Reduce -1.4%
CMCO Columbus McKinnon Corp. 0.42% 97,866 $1.5M Add +0.8%
CORT Corcept Therapeutics Inc. 0.40% 19,542 $1.4M Reduce -53.5%
RES RPC Inc. 0.37% 277,576 $1.3M Reduce -1.4%
OMCL Omnicell Inc. 0.33% 39,573 $1.2M Reduce -1.4%
JACK Jack in the Box Inc. 0.24% 49,007 $856K Reduce -1.5%
MYRG MYR Group Inc./Delaware 0.24% 4,712 $855K Reduce -2.5%
CRAI Cra International Inc. 0.22% 4,108 $770K Reduce -2.5%
PKE Park Aerospace Corp. 0.14% 33,712 $498K Reduce -2.5%
BWFG Bankwell Financial Group Inc. 0.13% 12,809 $462K Reduce -2.5%
ITIC Investors Title Co. 0.11% 1,776 $375K Reduce -15.7%
BGSF BGSF Inc. 0.09% 50,767 $323K Reduce -2.5%
INTT Intest Corp. 0.09% 43,046 $313K Reduce -2.5%
JYNT The Joint Corp. 0.08% 25,979 $300K Reduce -2.5%
OSPN Onespan Inc. 0.08% 17,430 $291K Reduce -2.5%
BMRC Bank of Marin Bancorp filed as BANK MARIN BANCORP 0.08% 12,566 $287K Reduce -2.5%
UTMD Utah Medical Products Inc. 0.08% 4,984 $284K Reduce -2.5%
IWO iShares Russell 2000 Growth 0.06% 754 $216K New
ARAY Accuray Inc. 0.05% 133,156 $182K Reduce -2.5%
QIPT Quipt Home Medical Corp. 0.03% 52,199 $93K Reduce -2.5%

Portfolio Sells Q1 2025 → Q2 2025
NEOG Neogen Corp. Sold out 0.00% −1.12
CORT Corcept Therapeutics Inc. Reduce -53.5% 0.40% −1.04
GMED Globus Medical Inc. Class A Reduce -1.1% 1.91% −0.65
EXPO Exponent Inc. Reduce -24.2% 0.85% −0.45
OSIS Osi Systems Inc. Reduce -22.0% 2.14% −0.40
UFPI Ufp Industries Inc. Reduce -3.6% 1.51% −0.29
WTTR Select Water Solutions Inc. Reduce -0.9% 0.92% −0.29
RBC RBC Bearings Inc. Reduce -20.5% 2.05% −0.26
EXLS Exlservice Holdings Inc. Reduce -1.0% 1.49% −0.25
CBZ Cbiz Inc. Reduce -1.1% 1.68% −0.24
INVX Innovex International Inc. Reduce -1.5% 0.86% −0.21
AEO American Eagle Outfitters Reduce -1.3% 0.63% −0.20
JJSF J & J Snack Foods Corp. Reduce -1.4% 0.72% −0.19
LSTR Landstar System Inc. Reduce -1.4% 0.98% −0.17
JACK Jack in the Box Inc. Reduce -1.5% 0.24% −0.17
CNMD Conmed Corp. Reduce -1.4% 0.63% −0.16
LMAT Lemaitre Vascular Inc. Reduce -1.1% 1.71% −0.16
CPRX Catalyst Pharmaceuticals Inc. Reduce -1.3% 0.71% −0.15
ZD Ziff Davis Inc. Reduce -1.4% 0.43% −0.15
PCRX Pacira Biosciences Inc. Reduce -1.4% 1.14% −0.15
GTY Getty Realty Corp. Reduce -1.4% 0.65% −0.14
LZB La-Z-Boy Inc. Reduce -1.4% 0.99% −0.14
WHD Cactus Inc. Class A Reduce -1.4% 0.99% −0.14
BCC Boise Cascade Co. Reduce -1.4% 0.51% −0.12
FELE Franklin Electric Co. Inc. Reduce -1.4% 0.80% −0.11
SUPN Supernus Pharmaceuticals Inc. Reduce -1.5% 0.82% −0.11
DORM Dorman Products Inc. Reduce -1.1% 1.68% −0.10
AIN Albany Intl Corp. Class A Reduce -1.1% 1.61% −0.10
KWR Quaker Chemical Corporation Reduce -1.4% 0.50% −0.10
WDFC WD-40 Co. Reduce -1.4% 0.61% −0.10
RES RPC Inc. Reduce -1.4% 0.37% −0.10
OMCL Omnicell Inc. Reduce -1.4% 0.33% −0.09
CWT California Water Service Grp Reduce -1.4% 0.58% −0.09
SITE Siteone Landscape Supply Inc. Reduce -1.4% 0.89% −0.08
EVTC Evertec Inc. Reduce -1.4% 0.68% −0.07
PAYS Paysign Inc. Sold out 0.00% −0.07
BBSI Barrett Business SVCS Inc. Reduce -1.5% 0.95% −0.07
MD Pediatrix Medical Group Inc. Reduce -1.4% 0.60% −0.06
WSBC Wesbanco Inc. Reduce -1.4% 0.87% −0.05
ITIC Investors Title Co. Reduce -15.7% 0.11% −0.05
LTC LTC Properties Inc. Reduce -1.4% 0.42% −0.05
SPSC SPS Commerce Inc. Reduce -1.3% 0.78% −0.04
CCSI Consensus Cloud Solution Reduce -1.6% 0.46% −0.04
HOPE Hope Bancorp Inc. Reduce -1.4% 0.58% −0.03
KLIC Kulicke & Soffa Industries Reduce -1.4% 0.95% −0.03
LKFN Lakeland Financial Corp. Reduce -1.4% 0.63% −0.03
MMS Maximus Inc. Reduce -1.4% 0.55% −0.03
ARAY Accuray Inc. Reduce -2.5% 0.05% −0.02
THRM Gentherm Inc. Reduce -1.5% 0.80% −0.02
AMED Amedisys Inc. Reduce -1.4% 0.95% −0.02

Portfolio Buys Q1 2025 → Q2 2025
MTZ Mastec Inc. Add +27.2% 2.36% +1.00
CRDO Credo Technology Group Holdi New 0.90% +0.90
CGNX Cognex Corp. New 0.76% +0.76
MTSI Macom Technology Solutions H Add +0.8% 2.04% +0.53
PJT PJT Partners Inc. Class A New 0.48% +0.48
ACIW Aci Worldwide Inc. Add +83.7% 1.39% +0.43
UFPT Ufp Technologies Inc. Add +6.1% 1.81% +0.30
PLUS Eplus Inc. Add +13.6% 1.08% +0.22
DFIN Donnelley Financial Solution Add +0.3% 0.82% +0.20
SYNA Synaptics Inc. Add +54.1% 0.63% +0.20
PLAB Photronics Inc. Add +54.0% 0.73% +0.17
ONTO Onto Innovation Inc. Add +100.8% 0.46% +0.17
YETI Yeti Holdings Inc. Add +41.9% 0.74% +0.15
ROG Rogers Corp. Add +44.1% 0.56% +0.15
FFIN First Finl Bankshares Inc. Add +14.5% 1.18% +0.08
IWO iShares Russell 2000 Growth New 0.06% +0.06
PDFS PDF Solutions Inc. Add +4.8% 0.50% +0.04
CMCO Columbus McKinnon Corp. Add +0.8% 0.42% −0.07
CCS Century Communities Inc. Add +19.3% 1.16% −0.08
GBCI Glacier Bancorp Inc. Add +5.0% 2.05% −0.09
HSTM Healthstream Inc. Add +0.8% 0.46% −0.11
AMPH Amphastar Pharmaceuticals Inc. Add +19.7% 0.89% −0.11
HRMY Harmony Biosciences Holdings Add +1.2% 1.44% −0.16
ARIS WATER SOLUTIONS INC-A Add +16.7% 1.16% −0.28

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