Bridge City Capital, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Bridge City Capital, LLC reported 108 stock positions worth $340.2 million. Its top holding was Ensign (ENSG) at 3.1% of the portfolio, followed by Harmony Biosciences (HRMY, 2.6%) and Sterling Infrastructure (STRL, 2.4%). Compared with Q3 2025, it opened 7 new positions, sold out of 7, added to 21 and reduced 76. The biggest buy was a new position in Epam Systems (EPAM) and the biggest sale an exit from Aris Water Solutions Class A.

Most Recent 13F
Q2 2026
Location
LAKE OSWEGO, OR
CIK
0001713521
Portfolio Value
$340.2M (Q4 2025)
SEC Filing
0001713521-26-000001 ↗ filed Feb 13, 2026

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 Q3 2025 Q4 2025: $340.2M $340.2M Q4 2025 Q1 2026: $360.8M Q1 2026 Q2 2026: $438.1M Q2 2026

Holdings 108 stocks · $340.2M
ENSG The Ensign Group Inc. 3.09% 60,279 $10.5M Reduce -15.0%
HRMY Harmony Biosciences Holdings 2.61% 237,103 $8.9M Reduce -8.8%
STRL Sterling Infrastructure Inc. 2.36% 26,170 $8.0M Reduce -22.7%
RBC RBC Bearings Inc. 2.28% 17,337 $7.8M Reduce -8.9%
PCRX Pacira Biosciences Inc. 2.17% 285,493 $7.4M Reduce -8.3%
GMED Globus Medical Inc. Class A 2.16% 84,082 $7.3M Reduce -27.5%
IRMD Iradimed Corp. 2.03% 70,854 $6.9M Add +19.4%
GBCI Glacier Bancorp Inc. 2.01% 155,077 $6.8M Reduce -10.4%
ATEN A10 Networks Inc. 1.97% 379,342 $6.7M Reduce -9.6%
ONTO Onto Innovation Inc. 1.97% 42,405 $6.7M Reduce -10.4%
AMPH Amphastar Pharmaceuticals Inc. 1.85% 235,485 $6.3M Add +72.8%
EPAM Epam Systems Inc. 1.85% 30,756 $6.3M New
LAD Lithia Motors Inc. 1.85% 18,928 $6.3M Reduce -10.2%
EXLS Exlservice Holdings Inc. 1.84% 147,632 $6.3M Add +6.3%
MTSI Macom Technology Solutions H 1.82% 36,155 $6.2M Reduce -29.1%
DIOD Diodes Inc. 1.69% 116,332 $5.7M Add +6.5%
MOD Modine Manufacturing Co. 1.67% 42,469 $5.7M Reduce -10.5%
PLUS Eplus Inc. 1.65% 64,078 $5.6M Add +21.6%
BMI Badger Meter Inc. 1.61% 31,493 $5.5M Reduce -10.4%
ACIW Aci Worldwide Inc. 1.61% 114,330 $5.5M Reduce -7.8%
DORM Dorman Products Inc. 1.59% 43,949 $5.4M Reduce -10.3%
OSIS Osi Systems Inc. 1.59% 21,221 $5.4M Reduce -23.4%
LMAT Lemaitre Vascular Inc. 1.59% 66,623 $5.4M Reduce -9.8%
CCS Century Communities Inc. 1.38% 79,131 $4.7M Reduce -10.4%
CBZ Cbiz Inc. 1.34% 90,689 $4.6M Reduce -10.6%
CRAI Cra International Inc. 1.25% 21,235 $4.3M Add +16.3%
CRDO Credo Technology Group Holdi 1.24% 29,278 $4.2M Reduce -14.1%
USPH U.S. Physical Therapy Inc. 1.21% 52,850 $4.1M Add +7.4%
KLIC Kulicke & Soffa Industries 1.11% 82,928 $3.8M Reduce -14.1%
UFPT Ufp Technologies Inc. 1.10% 16,923 $3.8M Reduce -36.2%
INVX Innovex International Inc. 1.09% 169,540 $3.7M Reduce -12.3%
EVR Evercore Inc. Class A 1.08% 10,832 $3.7M Reduce -13.8%
CPRX Catalyst Pharmaceuticals Inc. 1.07% 156,683 $3.7M Reduce -14.1%
WTTR Select Water Solutions Inc. 1.01% 328,234 $3.5M Reduce -12.1%
OLLI Ollie's Bargain Outlet Holdi 0.99% 30,696 $3.4M Reduce -13.8%
ADUS Addus Homecare Corp. 0.98% 31,139 $3.3M Reduce -12.7%
SITE Siteone Landscape Supply Inc. 0.98% 26,803 $3.3M Add +3.9%
LSTR Landstar System Inc. 0.98% 23,097 $3.3M Reduce -7.0%
AIN Albany Intl Corp. Class A 0.97% 65,241 $3.3M Reduce -36.5%
UFPI Ufp Industries Inc. 0.95% 35,408 $3.2M Reduce -13.9%
MD Pediatrix Medical Group Inc. 0.94% 149,948 $3.2M Reduce -36.7%
SUPN Supernus Pharmaceuticals Inc. 0.93% 63,801 $3.2M Reduce -12.4%
THRM Gentherm Inc. 0.93% 86,544 $3.1M Reduce -12.7%
WHD Cactus Inc. Class A 0.92% 68,334 $3.1M Reduce -13.8%
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 0.91% 70,409 $3.1M Reduce -14.2%
FN Fabrinet 0.91% 6,798 $3.1M Reduce -64.8%
VPG Vishay Precision Group 0.90% 79,887 $3.1M Reduce -10.5%
IIIN Insteel Industries Inc. 0.89% 95,978 $3.0M Reduce -9.6%
KRYS Krystal Biotech Inc. 0.88% 12,135 $3.0M Reduce -14.3%
FFIN First Finl Bankshares Inc. 0.87% 99,153 $3.0M Reduce -36.4%
PDFS PDF Solutions Inc. 0.86% 102,324 $2.9M Reduce -12.4%
EXPO Exponent Inc. 0.85% 41,435 $2.9M Add +3.9%
WSBC Wesbanco Inc. 0.81% 82,700 $2.7M Reduce -13.8%
HCSG Healthcare Services Group 0.81% 143,381 $2.7M Reduce -13.8%
DFIN Donnelley Financial Solution 0.79% 57,333 $2.7M Reduce -10.9%
OMCL Omnicell Inc. 0.76% 56,968 $2.6M Add +46.3%
FELE Franklin Electric Co. Inc. 0.75% 26,718 $2.6M Reduce -14.1%
BBSI Barrett Business SVCS Inc. 0.74% 69,982 $2.5M Reduce -12.3%
TXRH Texas Roadhouse Inc. 0.74% 15,199 $2.5M Add +69.6%
NVEC Nve Corp. 0.73% 41,917 $2.5M Reduce -11.7%
NSSC Napco Security Technologies 0.73% 59,438 $2.5M Reduce -12.4%
LZB La-Z-Boy Inc. 0.71% 65,172 $2.4M Reduce -30.5%
KWR Quaker Chemical Corporation 0.71% 17,646 $2.4M Add +13.6%
QLYS Qualys Inc. 0.69% 17,673 $2.3M Reduce -14.1%
ROG Rogers Corp. 0.66% 24,557 $2.2M Reduce -14.2%
PLXS Plexus Corp. 0.66% 15,228 $2.2M Reduce -14.2%
NHC National Healthcare Corp. 0.66% 16,321 $2.2M New
LOPE Grand Canyon Education Inc. 0.64% 13,160 $2.2M New
SPSC SPS Commerce Inc. 0.63% 24,072 $2.1M Reduce -14.7%
AEO American Eagle Outfitters 0.62% 80,080 $2.1M Reduce -55.7%
EVTC Evertec Inc. 0.62% 72,220 $2.1M Reduce -14.1%
JJSF J & J Snack Foods Corp. 0.62% 23,180 $2.1M Reduce -15.8%
UCTT Ultra Clean Holdings Inc. 0.60% 81,117 $2.1M Reduce -13.7%
GTY Getty Realty Corp. 0.57% 70,624 $1.9M Reduce -13.8%
MMS Maximus Inc. 0.56% 22,002 $1.9M Reduce -14.0%
CGNX Cognex Corp. 0.54% 51,294 $1.8M Reduce -14.2%
HOPE Hope Bancorp Inc. 0.53% 164,483 $1.8M Reduce -13.8%
RAMP Liveramp Holdings Inc. 0.52% 60,766 $1.8M New
HWKN Hawkins Inc. 0.52% 12,354 $1.8M New
LKFN Lakeland Financial Corp. 0.52% 30,742 $1.8M Reduce -13.8%
PLAB Photronics Inc. 0.51% 54,389 $1.7M Reduce -59.8%
CCSI Consensus Cloud Solution 0.51% 78,827 $1.7M Add +11.8%
BL Blackline Inc. 0.50% 30,996 $1.7M Reduce -13.9%
CWT California Water Service Grp 0.49% 38,576 $1.7M Reduce -14.0%
WDFC WD-40 Co. 0.46% 8,004 $1.6M Reduce -14.1%
PJT PJT Partners Inc. Class A 0.43% 8,717 $1.5M Reduce -14.1%
CNMD Conmed Corp. 0.42% 35,509 $1.4M Reduce -16.1%
BCC Boise Cascade Co. 0.39% 17,836 $1.3M Reduce -13.9%
RES RPC Inc. 0.38% 235,512 $1.3M Reduce -13.8%
LTC LTC Properties Inc. filed as LTC PPTYS INC 0.37% 37,001 $1.3M Reduce -13.8%
HSTM Healthstream Inc. 0.37% 54,305 $1.3M Reduce -9.4%
SHAK Shake Shack Inc. Class A 0.35% 14,638 $1.2M Reduce -14.0%
CORT Corcept Therapeutics Inc. 0.30% 29,535 $1.0M Add +53.7%
PKE Park Aerospace Corp. 0.23% 36,719 $784K No change
BWFG Bankwell Financial Group Inc. 0.14% 10,581 $485K Reduce -17.4%
IWO iShares Russell 2000 Growth 0.14% 1,434 $463K Add +45.0%
INTT Intest Corp. 0.13% 59,286 $443K Add +37.7%
BMRC Bank of Marin Bancorp filed as BANK MARIN BANCORP 0.13% 16,422 $427K Add +30.7%
ELMD Electromed Inc. 0.12% 13,786 $401K Add +14.6%
ITIC Investors Title Co. 0.11% 1,548 $386K Reduce -12.8%
UTMD Utah Medical Products Inc. 0.11% 6,884 $385K Add +22.3%
OSPN Onespan Inc. 0.11% 28,579 $367K Add +30.9%
ETON Eton Pharmaceuticals Inc. 0.09% 18,600 $315K Add +11.6%
LQDT Liquidity Services Inc. 0.08% 9,221 $279K New
PNTG The Pennant Group Inc. 0.08% 9,871 $278K No change
MTRX Matrix Service Co. 0.08% 21,979 $257K New
FC Franklin Covey Co. 0.07% 15,080 $253K No change
JYNT The Joint Corp. 0.07% 25,979 $227K No change

Portfolio Sells Q3 2025 → Q4 2025
ARIS WATER SOLUTIONS INC-A Sold out 0.00% −1.33
FN Fabrinet Reduce -64.8% 0.91% −0.97
STRL Sterling Infrastructure Inc. Reduce -22.7% 2.36% −0.72
SYNA Synaptics Inc. Sold out 0.00% −0.62
JACK Jack in the Box Inc. Sold out 0.00% −0.59
FFIN First Finl Bankshares Inc. Reduce -36.4% 0.87% −0.53
ZD Ziff Davis Inc. Sold out 0.00% −0.50
AIN Albany Intl Corp. Class A Reduce -36.5% 0.97% −0.49
DORM Dorman Products Inc. Reduce -10.3% 1.59% −0.45
CMCO Columbus McKinnon Corp. Sold out 0.00% −0.37
PLAB Photronics Inc. Reduce -59.8% 0.51% −0.32
UFPT Ufp Technologies Inc. Reduce -36.2% 1.10% −0.31
OSIS Osi Systems Inc. Reduce -23.4% 1.59% −0.25
GBCI Glacier Bancorp Inc. Reduce -10.4% 2.01% −0.24
OLLI Ollie's Bargain Outlet Holdi Reduce -13.8% 0.99% −0.23
AEO American Eagle Outfitters Reduce -55.7% 0.62% −0.21
BBSI Barrett Business SVCS Inc. Reduce -12.3% 0.74% −0.20
IIIN Insteel Industries Inc. Reduce -9.6% 0.89% −0.19
ENSG The Ensign Group Inc. Reduce -15.0% 3.09% −0.18
CGNX Cognex Corp. Reduce -14.2% 0.54% −0.18
SPSC SPS Commerce Inc. Reduce -14.7% 0.63% −0.15
LZB La-Z-Boy Inc. Reduce -30.5% 0.71% −0.15
ADUS Addus Homecare Corp. Reduce -12.7% 0.98% −0.14
EVTC Evertec Inc. Reduce -14.1% 0.62% −0.14
ACIW Aci Worldwide Inc. Reduce -7.8% 1.61% −0.14
LMAT Lemaitre Vascular Inc. Reduce -9.8% 1.59% −0.14
MOD Modine Manufacturing Co. Reduce -10.5% 1.67% −0.13
MD Pediatrix Medical Group Inc. Reduce -36.7% 0.94% −0.12
CCS Century Communities Inc. Reduce -10.4% 1.38% −0.11
CNMD Conmed Corp. Reduce -16.1% 0.42% −0.11
DFIN Donnelley Financial Solution Reduce -10.9% 0.79% −0.10
NVEC Nve Corp. Reduce -11.7% 0.73% −0.10
LKFN Lakeland Financial Corp. Reduce -13.8% 0.52% −0.10
JJSF J & J Snack Foods Corp. Reduce -15.8% 0.62% −0.09
CBZ Cbiz Inc. Reduce -10.6% 1.34% −0.09
CRDO Credo Technology Group Holdi Reduce -14.1% 1.24% −0.09
HSTM Healthstream Inc. Reduce -9.4% 0.37% −0.08
UCTT Ultra Clean Holdings Inc. Reduce -13.7% 0.60% −0.08
UFPI Ufp Industries Inc. Reduce -13.9% 0.95% −0.08
SHAK Shake Shack Inc. Class A Reduce -14.0% 0.35% −0.08
MMS Maximus Inc. Reduce -14.0% 0.56% −0.07
ATEN A10 Networks Inc. Reduce -9.6% 1.97% −0.06
BMI Badger Meter Inc. Reduce -10.4% 1.61% −0.06
ARAY Accuray Inc. Sold out 0.00% −0.06
CWT California Water Service Grp Reduce -14.0% 0.49% −0.06
PJT PJT Partners Inc. Class A Reduce -14.1% 0.43% −0.05
WTTR Select Water Solutions Inc. Reduce -12.1% 1.01% −0.05
NSSC Napco Security Technologies Reduce -12.4% 0.73% −0.05
LTC LTC Properties Inc. Reduce -13.8% 0.37% −0.05
EVR Evercore Inc. Class A Reduce -13.8% 1.08% −0.05

Portfolio Buys Q3 2025 → Q4 2025
EPAM Epam Systems Inc. New 1.85% +1.85
IRMD Iradimed Corp. Add +19.4% 2.03% +0.90
AMPH Amphastar Pharmaceuticals Inc. Add +72.8% 1.85% +0.88
NHC National Healthcare Corp. New 0.66% +0.66
PLUS Eplus Inc. Add +21.6% 1.65% +0.65
LOPE Grand Canyon Education Inc. New 0.64% +0.64
RAMP Liveramp Holdings Inc. New 0.52% +0.52
HWKN Hawkins Inc. New 0.52% +0.52
OMCL Omnicell Inc. Add +46.3% 0.76% +0.44
TXRH Texas Roadhouse Inc. Add +69.6% 0.74% +0.34
CRAI Cra International Inc. Add +16.3% 1.25% +0.24
EXLS Exlservice Holdings Inc. Add +6.3% 1.84% +0.21
KWR Quaker Chemical Corporation Add +13.6% 0.71% +0.17
DIOD Diodes Inc. Add +6.5% 1.69% +0.13
EXPO Exponent Inc. Add +3.9% 0.85% +0.11
USPH U.S. Physical Therapy Inc. Add +7.4% 1.21% +0.10
SITE Siteone Landscape Supply Inc. Add +3.9% 0.98% +0.09
LQDT Liquidity Services Inc. New 0.08% +0.08
MTRX Matrix Service Co. New 0.08% +0.08
IWO iShares Russell 2000 Growth Add +45.0% 0.14% +0.05
BMRC Bank of Marin Bancorp Add +30.7% 0.13% +0.04
INTT Intest Corp. Add +37.7% 0.13% +0.04
ELMD Electromed Inc. Add +14.6% 0.12% +0.04
UTMD Utah Medical Products Inc. Add +22.3% 0.11% +0.02
OSPN Onespan Inc. Add +30.9% 0.11% +0.02
ETON Eton Pharmaceuticals Inc. Add +11.6% 0.09% −0.00
CCSI Consensus Cloud Solution Add +11.8% 0.51% −0.05
CORT Corcept Therapeutics Inc. Add +53.7% 0.30% −0.12

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