Bridge City Capital, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Bridge City Capital, LLC reported 108 stock positions worth $374.5 million. Its top holding was Ensign (ENSG) at 3.3% of the portfolio, followed by Sterling Infrastructure (STRL, 3.1%) and Glacier Bancorp (GBCI, 2.2%). Compared with Q2 2025, it opened 6 new positions, sold out of 5, added to 38 and reduced 57. The biggest buy was Onto Innovation (ONTO, shares +191%) and the biggest sale an exit from Mastec (MTZ).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0001713521
- Portfolio Value
- $374.5M (Q3 2025)
- SEC Filing
- 0001713521-25-000006 ↗ filed Nov 12, 2025
Holdings Value
Holdings 108 stocks · $374.5M
| ENSG The Ensign Group Inc. | 3.27% | 70,893 | $12.2M | Reduce -2.6% |
| STRL Sterling Infrastructure Inc. | 3.07% | 33,867 | $11.5M | Reduce -33.2% |
| GBCI Glacier Bancorp Inc. | 2.25% | 173,063 | $8.4M | Add +2.0% |
| PCRX Pacira Biosciences Inc. | 2.14% | 311,444 | $8.0M | Add +83.6% |
| DORM Dorman Products Inc. | 2.04% | 49,009 | $7.6M | Add +0.5% |
| ATEN A10 Networks Inc. | 2.03% | 419,748 | $7.6M | Add +0.4% |
| RBC RBC Bearings Inc. | 1.98% | 19,025 | $7.4M | Add +0.4% |
| HRMY Harmony Biosciences Holdings | 1.91% | 259,943 | $7.2M | Add +59.8% |
| FN Fabrinet | 1.88% | 19,326 | $7.0M | Reduce -18.8% |
| OSIS Osi Systems Inc. | 1.84% | 27,684 | $6.9M | Reduce -18.3% |
| MOD Modine Manufacturing Co. | 1.80% | 47,449 | $6.7M | Reduce -17.7% |
| LAD Lithia Motors Inc. | 1.78% | 21,081 | $6.7M | Add +0.5% |
| GMED Globus Medical Inc. Class A | 1.77% | 115,975 | $6.6M | Add +0.4% |
| ACIW Aci Worldwide Inc. | 1.75% | 123,959 | $6.5M | Add +15.0% |
| LMAT Lemaitre Vascular Inc. | 1.73% | 73,858 | $6.5M | Add +0.4% |
| MTSI Macom Technology Solutions H | 1.70% | 50,996 | $6.3M | Add +0.3% |
| BMI Badger Meter Inc. | 1.68% | 35,149 | $6.3M | Add +45.4% |
| ONTO Onto Innovation Inc. | 1.63% | 47,342 | $6.1M | Add +191.4% |
| EXLS Exlservice Holdings Inc. | 1.63% | 138,822 | $6.1M | Add +14.1% |
| DIOD Diodes Inc. | 1.55% | 109,231 | $5.8M | Add +0.4% |
| CCS Century Communities Inc. | 1.49% | 88,314 | $5.6M | Add +20.6% |
| AIN Albany Intl Corp. Class A | 1.46% | 102,709 | $5.5M | Add +25.5% |
| CBZ Cbiz Inc. | 1.43% | 101,391 | $5.4M | Add +21.1% |
| UFPT Ufp Technologies Inc. | 1.41% | 26,512 | $5.3M | Add +0.4% |
| FFIN First Finl Bankshares Inc. | 1.40% | 155,831 | $5.2M | Add +32.8% |
| ARIS WATER SOLUTIONS INC-A | 1.33% | 202,015 | $5.0M | Add +15.9% |
| CRDO Credo Technology Group Holdi | 1.33% | 34,100 | $5.0M | Reduce -1.7% |
| OLLI Ollie's Bargain Outlet Holdi | 1.22% | 35,597 | $4.6M | Reduce -1.6% |
| EVR Evercore Inc. Class A | 1.13% | 12,563 | $4.2M | Reduce -1.6% |
| IRMD Iradimed Corp. | 1.13% | 59,345 | $4.2M | Reduce -1.4% |
| ADUS Addus Homecare Corp. | 1.12% | 35,670 | $4.2M | Add +0.3% |
| USPH U.S. Physical Therapy Inc. | 1.12% | 49,200 | $4.2M | Reduce -1.6% |
| IIIN Insteel Industries Inc. | 1.09% | 106,178 | $4.1M | Reduce -13.6% |
| WTTR Select Water Solutions Inc. | 1.07% | 373,357 | $4.0M | Reduce -1.5% |
| MD Pediatrix Medical Group Inc. | 1.06% | 236,929 | $4.0M | Add +59.5% |
| KLIC Kulicke & Soffa Industries | 1.05% | 96,565 | $3.9M | Reduce -1.7% |
| UFPI Ufp Industries Inc. | 1.03% | 41,123 | $3.8M | Reduce -24.0% |
| CRAI Cra International Inc. | 1.02% | 18,256 | $3.8M | Add +344.4% |
| PLUS Eplus Inc. | 1.00% | 52,693 | $3.7M | Reduce -1.7% |
| AMPH Amphastar Pharmaceuticals Inc. | 0.97% | 136,258 | $3.6M | Reduce -1.7% |
| CPRX Catalyst Pharmaceuticals Inc. | 0.96% | 182,296 | $3.6M | Add +57.3% |
| INVX Innovex International Inc. | 0.96% | 193,301 | $3.6M | Reduce -1.5% |
| BBSI Barrett Business SVCS Inc. | 0.94% | 79,763 | $3.5M | Reduce -1.5% |
| SUPN Supernus Pharmaceuticals Inc. | 0.93% | 72,816 | $3.5M | Reduce -21.5% |
| THRM Gentherm Inc. | 0.90% | 99,093 | $3.4M | Reduce -1.5% |
| SITE Siteone Landscape Supply Inc. | 0.89% | 25,797 | $3.3M | Reduce -1.6% |
| DFIN Donnelley Financial Solution | 0.88% | 64,357 | $3.3M | Add +35.0% |
| LZB La-Z-Boy Inc. | 0.86% | 93,732 | $3.2M | Reduce -1.7% |
| WHD Cactus Inc. Class A | 0.84% | 79,260 | $3.1M | Reduce -1.6% |
| PLAB Photronics Inc. | 0.83% | 135,357 | $3.1M | Reduce -1.5% |
| NVEC Nve Corp. | 0.83% | 47,495 | $3.1M | Add +32.1% |
| AEO American Eagle Outfitters | 0.83% | 180,914 | $3.1M | Reduce -22.8% |
| WSBC Wesbanco Inc. | 0.82% | 95,986 | $3.1M | Reduce -1.6% |
| LSTR Landstar System Inc. | 0.81% | 24,822 | $3.0M | Reduce -1.7% |
| PDFS PDF Solutions Inc. | 0.81% | 116,832 | $3.0M | Add +39.5% |
| FELE Franklin Electric Co. Inc. | 0.79% | 31,105 | $3.0M | Reduce -1.7% |
| SPSC SPS Commerce Inc. | 0.78% | 28,224 | $2.9M | Add +37.3% |
| NSSC Napco Security Technologies | 0.78% | 67,823 | $2.9M | Reduce -42.6% |
| VPG Vishay Precision Group | 0.76% | 89,301 | $2.9M | Reduce -1.2% |
| EVTC Evertec Inc. | 0.76% | 84,089 | $2.8M | Add +24.6% |
| HCSG Healthcare Services Group | 0.75% | 166,297 | $2.8M | Reduce -1.6% |
| EXPO Exponent Inc. | 0.74% | 39,900 | $2.8M | Reduce -1.7% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.73% | 82,095 | $2.7M | Reduce -1.8% |
| QLYS Qualys Inc. | 0.73% | 20,567 | $2.7M | Reduce -1.7% |
| CGNX Cognex Corp. | 0.72% | 59,752 | $2.7M | Reduce -30.4% |
| JJSF J & J Snack Foods Corp. | 0.71% | 27,524 | $2.6M | Add +22.1% |
| PLXS Plexus Corp. | 0.69% | 17,739 | $2.6M | Reduce -1.7% |
| UCTT Ultra Clean Holdings Inc. | 0.68% | 93,935 | $2.6M | Add +14.4% |
| KRYS Krystal Biotech Inc. | 0.67% | 14,154 | $2.5M | New |
| MMS Maximus Inc. | 0.62% | 25,597 | $2.3M | Reduce -8.2% |
| SYNA Synaptics Inc. | 0.62% | 33,835 | $2.3M | Reduce -1.6% |
| ROG Rogers Corp. | 0.61% | 28,625 | $2.3M | Reduce -1.7% |
| LKFN Lakeland Financial Corp. | 0.61% | 35,675 | $2.3M | Reduce -1.6% |
| GTY Getty Realty Corp. | 0.59% | 81,888 | $2.2M | Reduce -1.6% |
| JACK Jack in the Box Inc. | 0.59% | 110,996 | $2.2M | Add +126.5% |
| CCSI Consensus Cloud Solution | 0.55% | 70,541 | $2.1M | Reduce -1.4% |
| CWT California Water Service Grp | 0.55% | 44,878 | $2.1M | Reduce -1.7% |
| HOPE Hope Bancorp Inc. | 0.55% | 190,772 | $2.1M | Reduce -1.6% |
| KWR Quaker Chemical Corporation | 0.55% | 15,532 | $2.0M | Reduce -1.6% |
| CNMD Conmed Corp. | 0.53% | 42,303 | $2.0M | Reduce -1.7% |
| BL Blackline Inc. | 0.51% | 35,988 | $1.9M | New |
| ZD Ziff Davis Inc. | 0.50% | 49,591 | $1.9M | Reduce -1.7% |
| WDFC WD-40 Co. | 0.49% | 9,313 | $1.8M | Reduce -1.7% |
| PJT PJT Partners Inc. Class A | 0.48% | 10,147 | $1.8M | Reduce -1.7% |
| HSTM Healthstream Inc. | 0.45% | 59,913 | $1.7M | Add +1.6% |
| BCC Boise Cascade Co. | 0.43% | 20,713 | $1.6M | Reduce -1.6% |
| CORT Corcept Therapeutics Inc. | 0.43% | 19,211 | $1.6M | Reduce -1.7% |
| SHAK Shake Shack Inc. Class A | 0.43% | 17,029 | $1.6M | Reduce -21.7% |
| LTC LTC Properties Inc. filed as LTC PPTYS INC | 0.42% | 42,912 | $1.6M | Reduce -1.6% |
| TXRH Texas Roadhouse Inc. | 0.40% | 8,963 | $1.5M | Reduce -1.8% |
| CMCO Columbus McKinnon Corp. | 0.37% | 96,407 | $1.4M | Reduce -1.5% |
| RES RPC Inc. | 0.35% | 273,115 | $1.3M | Reduce -1.6% |
| OMCL Omnicell Inc. | 0.32% | 38,936 | $1.2M | Reduce -1.6% |
| PKE Park Aerospace Corp. | 0.20% | 36,719 | $747K | Add +8.9% |
| BWFG Bankwell Financial Group Inc. | 0.15% | 12,809 | $567K | No change |
| ITIC Investors Title Co. | 0.13% | 1,776 | $476K | No change |
| ETON Eton Pharmaceuticals Inc. | 0.10% | 16,673 | $362K | New |
| UTMD Utah Medical Products Inc. | 0.09% | 5,630 | $355K | Add +13.0% |
| OSPN Onespan Inc. | 0.09% | 21,824 | $347K | Add +25.2% |
| INTT Intest Corp. | 0.09% | 43,046 | $336K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| MTZ Mastec Inc. | Sold out | 0.00% | −2.36 |
| PFGC Performance Food Group Co. | Sold out | 0.00% | −2.07 |
| AMED Amedisys Inc. | Sold out | 0.00% | −0.95 |
| UFPI Ufp Industries Inc. | Reduce -24.0% | 1.03% | −0.48 |
| SHAK Shake Shack Inc. Class A | Reduce -21.7% | 0.43% | −0.43 |
| OSIS Osi Systems Inc. | Reduce -18.3% | 1.84% | −0.29 |
| MYRG MYR Group Inc./Delaware | Sold out | 0.00% | −0.24 |
| STRL Sterling Infrastructure Inc. | Reduce -33.2% | 3.07% | −0.21 |
| NSSC Napco Security Technologies | Reduce -42.6% | 0.78% | −0.21 |
| IIIN Insteel Industries Inc. | Reduce -13.6% | 1.09% | −0.20 |
| LSTR Landstar System Inc. | Reduce -1.7% | 0.81% | −0.17 |
| WHD Cactus Inc. Class A | Reduce -1.6% | 0.84% | −0.15 |
| LZB La-Z-Boy Inc. | Reduce -1.7% | 0.86% | −0.14 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -1.6% | 1.22% | −0.12 |
| WDFC WD-40 Co. | Reduce -1.7% | 0.49% | −0.12 |
| QLYS Qualys Inc. | Reduce -1.7% | 0.73% | −0.11 |
| EXPO Exponent Inc. | Reduce -1.7% | 0.74% | −0.11 |
| CNMD Conmed Corp. | Reduce -1.7% | 0.53% | −0.10 |
| BGSF BGSF Inc. | Sold out | 0.00% | −0.09 |
| FN Fabrinet | Reduce -18.8% | 1.88% | −0.09 |
| BCC Boise Cascade Co. | Reduce -1.6% | 0.43% | −0.09 |
| PLUS Eplus Inc. | Reduce -1.7% | 1.00% | −0.09 |
| TXRH Texas Roadhouse Inc. | Reduce -1.8% | 0.40% | −0.08 |
| GTY Getty Realty Corp. | Reduce -1.6% | 0.59% | −0.06 |
| CMCO Columbus McKinnon Corp. | Reduce -1.5% | 0.37% | −0.05 |
| WSBC Wesbanco Inc. | Reduce -1.6% | 0.82% | −0.05 |
| CGNX Cognex Corp. | Reduce -30.4% | 0.72% | −0.04 |
| HOPE Hope Bancorp Inc. | Reduce -1.6% | 0.55% | −0.03 |
| CWT California Water Service Grp | Reduce -1.7% | 0.55% | −0.03 |
| RES RPC Inc. | Reduce -1.6% | 0.35% | −0.02 |
| LKFN Lakeland Financial Corp. | Reduce -1.6% | 0.61% | −0.01 |
| YETI Yeti Holdings Inc. | Reduce -1.8% | 0.73% | −0.01 |
| OMCL Omnicell Inc. | Reduce -1.6% | 0.32% | −0.01 |
| SYNA Synaptics Inc. | Reduce -1.6% | 0.62% | −0.01 |
| FELE Franklin Electric Co. Inc. | Reduce -1.7% | 0.79% | −0.01 |
| BBSI Barrett Business SVCS Inc. | Reduce -1.5% | 0.94% | −0.00 |
| SITE Siteone Landscape Supply Inc. | Reduce -1.6% | 0.89% | −0.00 |
| LTC LTC Properties Inc. | Reduce -1.6% | 0.42% | −0.00 |
| PLXS Plexus Corp. | Reduce -1.7% | 0.69% | +0.00 |
| PJT PJT Partners Inc. Class A | Reduce -1.7% | 0.48% | +0.00 |
| USPH U.S. Physical Therapy Inc. | Reduce -1.6% | 1.12% | +0.02 |
| CORT Corcept Therapeutics Inc. | Reduce -1.7% | 0.43% | +0.02 |
| HCSG Healthcare Services Group | Reduce -1.6% | 0.75% | +0.03 |
| KWR Quaker Chemical Corporation | Reduce -1.6% | 0.55% | +0.05 |
| VPG Vishay Precision Group | Reduce -1.2% | 0.76% | +0.05 |
| ROG Rogers Corp. | Reduce -1.7% | 0.61% | +0.06 |
| MMS Maximus Inc. | Reduce -8.2% | 0.62% | +0.08 |
| ZD Ziff Davis Inc. | Reduce -1.7% | 0.50% | +0.08 |
| AMPH Amphastar Pharmaceuticals Inc. | Reduce -1.7% | 0.97% | +0.08 |
| CCSI Consensus Cloud Solution | Reduce -1.4% | 0.55% | +0.09 |
Portfolio Buys Q2 2025 → Q3 2025
| ONTO Onto Innovation Inc. | Add +191.4% | 1.63% | +1.17 |
| PCRX Pacira Biosciences Inc. | Add +83.6% | 2.14% | +1.01 |
| CRAI Cra International Inc. | Add +344.4% | 1.02% | +0.80 |
| KRYS Krystal Biotech Inc. | New | 0.67% | +0.67 |
| BL Blackline Inc. | New | 0.51% | +0.51 |
| HRMY Harmony Biosciences Holdings | Add +59.8% | 1.91% | +0.47 |
| MD Pediatrix Medical Group Inc. | Add +59.5% | 1.06% | +0.46 |
| DORM Dorman Products Inc. | Add +0.5% | 2.04% | +0.36 |
| ACIW Aci Worldwide Inc. | Add +15.0% | 1.75% | +0.36 |
| JACK Jack in the Box Inc. | Add +126.5% | 0.59% | +0.35 |
| CCS Century Communities Inc. | Add +20.6% | 1.49% | +0.34 |
| PDFS PDF Solutions Inc. | Add +39.5% | 0.81% | +0.30 |
| CPRX Catalyst Pharmaceuticals Inc. | Add +57.3% | 0.96% | +0.25 |
| FFIN First Finl Bankshares Inc. | Add +32.8% | 1.40% | +0.22 |
| GBCI Glacier Bancorp Inc. | Add +2.0% | 2.25% | +0.20 |
| ARIS WATER SOLUTIONS INC-A | Add +15.9% | 1.33% | +0.17 |
| UCTT Ultra Clean Holdings Inc. | Add +14.4% | 0.68% | +0.16 |
| EXLS Exlservice Holdings Inc. | Add +14.1% | 1.63% | +0.14 |
| ETON Eton Pharmaceuticals Inc. | New | 0.10% | +0.10 |
| NVEC Nve Corp. | Add +32.1% | 0.83% | +0.09 |
| ELMD Electromed Inc. | New | 0.08% | +0.08 |
| FC Franklin Covey Co. | New | 0.08% | +0.08 |
| EVTC Evertec Inc. | Add +24.6% | 0.76% | +0.08 |
| PNTG The Pennant Group Inc. | New | 0.07% | +0.07 |
| PKE Park Aerospace Corp. | Add +8.9% | 0.20% | +0.06 |
| DFIN Donnelley Financial Solution | Add +35.0% | 0.88% | +0.06 |
| IWO iShares Russell 2000 Growth | Add +31.2% | 0.08% | +0.02 |
| BMI Badger Meter Inc. | Add +45.4% | 1.68% | +0.02 |
| UTMD Utah Medical Products Inc. | Add +13.0% | 0.09% | +0.02 |
| LMAT Lemaitre Vascular Inc. | Add +0.4% | 1.73% | +0.01 |
| OSPN Onespan Inc. | Add +25.2% | 0.09% | +0.01 |
| SPSC SPS Commerce Inc. | Add +37.3% | 0.78% | +0.00 |
| HSTM Healthstream Inc. | Add +1.6% | 0.45% | −0.01 |
| JJSF J & J Snack Foods Corp. | Add +22.1% | 0.71% | −0.01 |
| ADUS Addus Homecare Corp. | Add +0.3% | 1.12% | −0.03 |
| DIOD Diodes Inc. | Add +0.4% | 1.55% | −0.06 |
| RBC RBC Bearings Inc. | Add +0.4% | 1.98% | −0.06 |
| GMED Globus Medical Inc. Class A | Add +0.4% | 1.77% | −0.14 |
| AIN Albany Intl Corp. Class A | Add +25.5% | 1.46% | −0.15 |
| LAD Lithia Motors Inc. | Add +0.5% | 1.78% | −0.21 |
| ATEN A10 Networks Inc. | Add +0.4% | 2.03% | −0.23 |
| CBZ Cbiz Inc. | Add +21.1% | 1.43% | −0.25 |
| MTSI Macom Technology Solutions H | Add +0.3% | 1.70% | −0.35 |
| UFPT Ufp Technologies Inc. | Add +0.4% | 1.41% | −0.40 |
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 |