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

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 Q2 2025 Q3 2025: $374.5M $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 · $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
IWO iShares Russell 2000 Growth 0.08% 989 $317K Add +31.2%
BMRC Bank of Marin Bancorp filed as BANK MARIN BANCORP 0.08% 12,566 $305K No change
ELMD Electromed Inc. 0.08% 12,030 $295K New
FC Franklin Covey Co. 0.08% 15,080 $293K New
PNTG The Pennant Group Inc. 0.07% 9,871 $249K New
JYNT The Joint Corp. 0.07% 25,979 $248K No change
ARAY Accuray Inc. 0.06% 133,156 $222K No change
QIPT Quipt Home Medical Corp. 0.04% 52,199 $136K 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

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