Bridge City Capital, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Bridge City Capital, LLC reported 108 stock positions worth $360.8 million. Its top holding was Ensign (ENSG) at 3.3% of the portfolio, followed by Sterling Infrastructure (STRL, 3.1%) and RBC Bearings (RBC, 2.7%). Compared with Q4 2025, it opened 6 new positions, sold out of 6, added to 40 and reduced 62. The biggest buy was Addus Homecare (ADUS, shares +147%) and the biggest sale an exit from Harmony Biosciences (HRMY).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0001713521
- Portfolio Value
- $360.8M (Q1 2026)
- SEC Filing
- 0001713521-26-000002 ↗ filed May 13, 2026
Holdings Value
Holdings 108 stocks · $360.8M
| ENSG The Ensign Group Inc. | 3.30% | 59,139 | $11.9M | Reduce -1.9% |
| STRL Sterling Infrastructure Inc. | 3.15% | 27,881 | $11.4M | Add +6.5% |
| RBC RBC Bearings Inc. | 2.74% | 18,210 | $9.9M | Add +5.0% |
| ATEN A10 Networks Inc. | 2.57% | 400,683 | $9.3M | Add +5.6% |
| ONTO Onto Innovation Inc. | 2.57% | 45,140 | $9.3M | Add +6.5% |
| PCRX Pacira Biosciences Inc. | 2.52% | 402,765 | $9.1M | Add +41.1% |
| DIOD Diodes Inc. | 2.23% | 117,734 | $8.0M | Add +1.2% |
| LMAT Lemaitre Vascular Inc. | 2.13% | 70,390 | $7.7M | Add +5.7% |
| MOD Modine Manufacturing Co. | 2.08% | 34,638 | $7.5M | Reduce -18.4% |
| GBCI Glacier Bancorp Inc. | 2.04% | 165,163 | $7.4M | Add +6.5% |
| ADUS Addus Homecare Corp. | 2.00% | 76,914 | $7.2M | Add +147.0% |
| IRMD Iradimed Corp. | 1.94% | 72,573 | $7.0M | Add +2.4% |
| AMPH Amphastar Pharmaceuticals Inc. | 1.82% | 335,105 | $6.6M | Add +42.3% |
| MTSI Macom Technology Solutions H | 1.75% | 28,404 | $6.3M | Reduce -21.4% |
| KLIC Kulicke & Soffa Industries | 1.72% | 94,284 | $6.2M | Add +13.7% |
| BMI Badger Meter Inc. | 1.67% | 39,554 | $6.0M | Add +25.6% |
| OSIS Osi Systems Inc. | 1.66% | 22,582 | $6.0M | Add +6.4% |
| CCS Century Communities Inc. | 1.60% | 100,398 | $5.8M | Add +26.9% |
| GMED Globus Medical Inc. Class A | 1.58% | 66,252 | $5.7M | Reduce -21.2% |
| ACIW Aci Worldwide Inc. | 1.57% | 138,419 | $5.7M | Add +21.1% |
| SITE Siteone Landscape Supply Inc. | 1.54% | 41,668 | $5.5M | Add +55.5% |
| CRAI Cra International Inc. | 1.52% | 33,811 | $5.5M | Add +59.2% |
| PLUS Eplus Inc. | 1.42% | 68,323 | $5.1M | Add +6.6% |
| UCTT Ultra Clean Holdings Inc. | 1.40% | 81,226 | $5.1M | Add +0.1% |
| LAD Lithia Motors Inc. | 1.40% | 20,169 | $5.0M | Add +6.6% |
| WTTR Select Water Solutions Inc. | 1.37% | 323,422 | $4.9M | Reduce -1.5% |
| DORM Dorman Products Inc. | 1.35% | 46,847 | $4.9M | Add +6.6% |
| INVX Innovex International Inc. | 1.13% | 167,183 | $4.1M | Reduce -1.4% |
| USPH U.S. Physical Therapy Inc. | 1.10% | 53,161 | $4.0M | Add +0.6% |
| CPRX Catalyst Pharmaceuticals Inc. | 1.07% | 155,689 | $3.9M | Reduce -0.6% |
| UFPT Ufp Technologies Inc. | 1.06% | 19,758 | $3.8M | Add +16.8% |
| LSTR Landstar System Inc. | 1.04% | 23,518 | $3.8M | Add +1.8% |
| FN Fabrinet | 0.98% | 6,748 | $3.5M | Reduce -0.7% |
| AIN Albany Intl Corp. Class A | 0.96% | 66,325 | $3.5M | Add +1.7% |
| PDFS PDF Solutions Inc. | 0.91% | 100,771 | $3.3M | Reduce -1.5% |
| SUPN Supernus Pharmaceuticals Inc. | 0.90% | 62,923 | $3.3M | Reduce -1.4% |
| UFPI Ufp Industries Inc. | 0.90% | 35,116 | $3.2M | Reduce -0.8% |
| DFIN Donnelley Financial Solution | 0.89% | 68,461 | $3.2M | Add +19.4% |
| WHD Cactus Inc. Class A | 0.89% | 67,929 | $3.2M | Reduce -0.6% |
| EVR Evercore Inc. Class A | 0.89% | 10,763 | $3.2M | Reduce -0.6% |
| MD Pediatrix Medical Group Inc. | 0.88% | 148,868 | $3.2M | Reduce -0.7% |
| IIIN Insteel Industries Inc. | 0.88% | 94,613 | $3.2M | Reduce -1.4% |
| EXLS Exlservice Holdings Inc. | 0.87% | 103,535 | $3.2M | Reduce -29.9% |
| KRYS Krystal Biotech Inc. | 0.86% | 12,045 | $3.1M | Reduce -0.7% |
| TGTX TG Therapeutics Inc. | 0.83% | 90,634 | $3.0M | New |
| LOPE Grand Canyon Education Inc. | 0.83% | 17,591 | $3.0M | Add +33.7% |
| EPAM Epam Systems Inc. | 0.81% | 21,594 | $2.9M | Reduce -29.8% |
| FFIN First Finl Bankshares Inc. | 0.80% | 98,396 | $2.9M | Reduce -0.8% |
| WSBC Wesbanco Inc. | 0.78% | 82,030 | $2.8M | Reduce -0.8% |
| OLLI Ollie's Bargain Outlet Holdi | 0.78% | 30,494 | $2.8M | Reduce -0.7% |
| CRDO Credo Technology Group Holdi | 0.75% | 29,018 | $2.7M | Reduce -0.9% |
| NVEC Nve Corp. | 0.75% | 41,245 | $2.7M | Reduce -1.6% |
| EXPO Exponent Inc. | 0.75% | 41,292 | $2.7M | Reduce -0.3% |
| HWKN Hawkins Inc. | 0.75% | 17,520 | $2.7M | Add +41.8% |
| RAMP Liveramp Holdings Inc. | 0.73% | 99,784 | $2.6M | Add +64.2% |
| HCSG Healthcare Services Group | 0.73% | 142,605 | $2.6M | Reduce -0.5% |
| NHC National Healthcare Corp. | 0.72% | 16,194 | $2.6M | Reduce -0.8% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.71% | 69,784 | $2.6M | Reduce -0.9% |
| VPG Vishay Precision Group | 0.69% | 57,740 | $2.5M | Reduce -27.7% |
| CGNX Cognex Corp. | 0.69% | 50,963 | $2.5M | Reduce -0.7% |
| TXRH Texas Roadhouse Inc. | 0.69% | 15,085 | $2.5M | Reduce -0.8% |
| FELE Franklin Electric Co. Inc. | 0.68% | 26,521 | $2.4M | Reduce -0.7% |
| JJSF J & J Snack Foods Corp. | 0.67% | 30,538 | $2.4M | Add +31.7% |
| BBSI Barrett Business SVCS Inc. | 0.67% | 82,951 | $2.4M | Add +18.5% |
| NSSC Napco Security Technologies | 0.64% | 58,610 | $2.3M | Reduce -1.4% |
| GTY Getty Realty Corp. | 0.62% | 70,107 | $2.2M | Reduce -0.7% |
| CORT Corcept Therapeutics Inc. | 0.61% | 54,874 | $2.2M | Add +85.8% |
| KWR Quaker Chemical Corporation | 0.60% | 17,531 | $2.2M | Reduce -0.7% |
| PLXS Plexus Corp. | 0.58% | 10,367 | $2.1M | Reduce -31.9% |
| LZB La-Z-Boy Inc. | 0.58% | 64,719 | $2.1M | Reduce -0.7% |
| MYRG MYR Group Inc./Delaware | 0.56% | 7,204 | $2.0M | New |
| EVTC Evertec Inc. | 0.56% | 71,701 | $2.0M | Reduce -0.7% |
| PSIX Power Solutions Internationa | 0.55% | 32,793 | $2.0M | New |
| MMS Maximus Inc. | 0.54% | 30,407 | $1.9M | Add +38.2% |
| OMCL Omnicell Inc. | 0.52% | 56,663 | $1.9M | Reduce -0.5% |
| PNTG The Pennant Group Inc. | 0.51% | 60,908 | $1.9M | Add +517.0% |
| CCSI Consensus Cloud Solution | 0.51% | 77,810 | $1.8M | Reduce -1.3% |
| HOPE Hope Bancorp Inc. | 0.51% | 163,593 | $1.8M | Reduce -0.5% |
| CNMD Conmed Corp. | 0.51% | 51,617 | $1.8M | Add +45.4% |
| THRM Gentherm Inc. | 0.50% | 65,001 | $1.8M | Reduce -24.9% |
| VCEL Vericel Corp. | 0.49% | 54,575 | $1.8M | New |
| LKFN Lakeland Financial Corp. | 0.49% | 30,520 | $1.8M | Reduce -0.7% |
| CBZ Cbiz Inc. | 0.48% | 65,042 | $1.7M | Reduce -28.3% |
| AWI Armstrong World Industries | 0.48% | 10,585 | $1.7M | New |
| CWT California Water Service Grp | 0.48% | 38,292 | $1.7M | Reduce -0.7% |
| RES RPC Inc. | 0.46% | 233,907 | $1.7M | Reduce -0.7% |
| WDFC WD-40 Co. | 0.45% | 7,940 | $1.6M | Reduce -0.8% |
| QLYS Qualys Inc. | 0.43% | 17,537 | $1.5M | Reduce -0.8% |
| LTC LTC Properties Inc. filed as LTC PPTYS INC | 0.38% | 36,785 | $1.4M | Reduce -0.6% |
| BCC Boise Cascade Co. | 0.37% | 17,681 | $1.3M | Reduce -0.9% |
| SHAK Shake Shack Inc. Class A | 0.36% | 14,528 | $1.3M | Reduce -0.8% |
| PJT PJT Partners Inc. Class A | 0.33% | 8,648 | $1.2M | Reduce -0.8% |
| BL Blackline Inc. | 0.32% | 30,799 | $1.1M | Reduce -0.6% |
| HSTM Healthstream Inc. | 0.31% | 53,449 | $1.1M | Reduce -1.6% |
| PKE Park Aerospace Corp. | 0.23% | 30,309 | $830K | Reduce -17.5% |
| INTT Intest Corp. | 0.21% | 56,068 | $765K | Reduce -5.4% |
| ETON Eton Pharmaceuticals Inc. | 0.14% | 21,150 | $522K | Add +13.7% |
| BWFG Bankwell Financial Group Inc. | 0.13% | 10,006 | $485K | Reduce -5.4% |
| UTMD Utah Medical Products Inc. | 0.13% | 7,291 | $452K | Add +5.9% |
| BMRC Bank of Marin Bancorp | 0.11% | 15,530 | $398K | Reduce -5.4% |
Portfolio Sells Q4 2025 → Q1 2026
| HRMY Harmony Biosciences Holdings | Sold out | 0.00% | −2.61 |
| EPAM Epam Systems Inc. | Reduce -29.8% | 0.81% | −1.04 |
| EXLS Exlservice Holdings Inc. | Reduce -29.9% | 0.87% | −0.97 |
| CBZ Cbiz Inc. | Reduce -28.3% | 0.48% | −0.86 |
| ROG Rogers Corp. | Sold out | 0.00% | −0.66 |
| SPSC SPS Commerce Inc. | Sold out | 0.00% | −0.63 |
| AEO American Eagle Outfitters | Sold out | 0.00% | −0.62 |
| GMED Globus Medical Inc. Class A | Reduce -21.2% | 1.58% | −0.58 |
| PLAB Photronics Inc. | Sold out | 0.00% | −0.51 |
| CRDO Credo Technology Group Holdi | Reduce -0.9% | 0.75% | −0.48 |
| THRM Gentherm Inc. | Reduce -24.9% | 0.50% | −0.42 |
| QLYS Qualys Inc. | Reduce -0.8% | 0.43% | −0.26 |
| OMCL Omnicell Inc. | Reduce -0.5% | 0.52% | −0.23 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -0.7% | 0.78% | −0.21 |
| VPG Vishay Precision Group | Reduce -27.7% | 0.69% | −0.21 |
| YETI Yeti Holdings Inc. | Reduce -0.9% | 0.71% | −0.21 |
| EVR Evercore Inc. Class A | Reduce -0.6% | 0.89% | −0.19 |
| BL Blackline Inc. | Reduce -0.6% | 0.32% | −0.19 |
| LZB La-Z-Boy Inc. | Reduce -0.7% | 0.58% | −0.14 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.14 |
| KWR Quaker Chemical Corporation | Reduce -0.7% | 0.60% | −0.11 |
| EXPO Exponent Inc. | Reduce -0.3% | 0.75% | −0.10 |
| PJT PJT Partners Inc. Class A | Reduce -0.8% | 0.33% | −0.09 |
| NSSC Napco Security Technologies | Reduce -1.4% | 0.64% | −0.09 |
| PLXS Plexus Corp. | Reduce -31.9% | 0.58% | −0.08 |
| FELE Franklin Electric Co. Inc. | Reduce -0.7% | 0.68% | −0.07 |
| HCSG Healthcare Services Group | Reduce -0.5% | 0.73% | −0.07 |
| MTSI Macom Technology Solutions H | Reduce -21.4% | 1.75% | −0.07 |
| FFIN First Finl Bankshares Inc. | Reduce -0.8% | 0.80% | −0.07 |
| HSTM Healthstream Inc. | Reduce -1.6% | 0.31% | −0.06 |
| MD Pediatrix Medical Group Inc. | Reduce -0.7% | 0.88% | −0.06 |
| EVTC Evertec Inc. | Reduce -0.7% | 0.56% | −0.06 |
| TXRH Texas Roadhouse Inc. | Reduce -0.8% | 0.69% | −0.05 |
| UFPI Ufp Industries Inc. | Reduce -0.8% | 0.90% | −0.05 |
| ELMD Electromed Inc. | Reduce -5.4% | 0.08% | −0.03 |
| SUPN Supernus Pharmaceuticals Inc. | Reduce -1.4% | 0.90% | −0.03 |
| LKFN Lakeland Financial Corp. | Reduce -0.7% | 0.49% | −0.03 |
| OSPN Onespan Inc. | Reduce -5.4% | 0.08% | −0.03 |
| WHD Cactus Inc. Class A | Reduce -0.6% | 0.89% | −0.03 |
| ITIC Investors Title Co. | Reduce -5.4% | 0.09% | −0.03 |
| WSBC Wesbanco Inc. | Reduce -0.8% | 0.78% | −0.02 |
| HOPE Hope Bancorp Inc. | Reduce -0.5% | 0.51% | −0.02 |
| KRYS Krystal Biotech Inc. | Reduce -0.7% | 0.86% | −0.02 |
| BMRC Bank of Marin Bancorp | Reduce -5.4% | 0.11% | −0.02 |
| WDFC WD-40 Co. | Reduce -0.8% | 0.45% | −0.01 |
| BCC Boise Cascade Co. | Reduce -0.9% | 0.37% | −0.01 |
| IIIN Insteel Industries Inc. | Reduce -1.4% | 0.88% | −0.01 |
| CWT California Water Service Grp | Reduce -0.7% | 0.48% | −0.01 |
| LQDT Liquidity Services Inc. | Reduce -5.4% | 0.07% | −0.01 |
| BWFG Bankwell Financial Group Inc. | Reduce -5.4% | 0.13% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| ADUS Addus Homecare Corp. | Add +147.0% | 2.00% | +1.01 |
| TGTX TG Therapeutics Inc. | New | 0.83% | +0.83 |
| UCTT Ultra Clean Holdings Inc. | Add +0.1% | 1.40% | +0.80 |
| STRL Sterling Infrastructure Inc. | Add +6.5% | 3.15% | +0.79 |
| KLIC Kulicke & Soffa Industries | Add +13.7% | 1.72% | +0.61 |
| ONTO Onto Innovation Inc. | Add +6.5% | 2.57% | +0.60 |
| ATEN A10 Networks Inc. | Add +5.6% | 2.57% | +0.60 |
| MYRG MYR Group Inc./Delaware | New | 0.56% | +0.56 |
| SITE Siteone Landscape Supply Inc. | Add +55.5% | 1.54% | +0.56 |
| PSIX Power Solutions Internationa | New | 0.55% | +0.55 |
| LMAT Lemaitre Vascular Inc. | Add +5.7% | 2.13% | +0.54 |
| DIOD Diodes Inc. | Add +1.2% | 2.23% | +0.54 |
| VCEL Vericel Corp. | New | 0.49% | +0.49 |
| AWI Armstrong World Industries | New | 0.48% | +0.48 |
| RBC RBC Bearings Inc. | Add +5.0% | 2.74% | +0.46 |
| PNTG The Pennant Group Inc. | Add +517.0% | 0.51% | +0.43 |
| PCRX Pacira Biosciences Inc. | Add +41.1% | 2.52% | +0.35 |
| CORT Corcept Therapeutics Inc. | Add +85.8% | 0.61% | +0.31 |
| CRAI Cra International Inc. | Add +59.2% | 1.52% | +0.26 |
| HWKN Hawkins Inc. | Add +41.8% | 0.75% | +0.23 |
| CCS Century Communities Inc. | Add +26.9% | 1.60% | +0.22 |
| RAMP Liveramp Holdings Inc. | Add +64.2% | 0.73% | +0.21 |
| LOPE Grand Canyon Education Inc. | Add +33.7% | 0.83% | +0.19 |
| DFIN Donnelley Financial Solution | Add +19.4% | 0.89% | +0.11 |
| CNMD Conmed Corp. | Add +45.4% | 0.51% | +0.08 |
| OSIS Osi Systems Inc. | Add +6.4% | 1.66% | +0.07 |
| LSTR Landstar System Inc. | Add +1.8% | 1.04% | +0.07 |
| GHM Graham Corp. | New | 0.06% | +0.06 |
| BMI Badger Meter Inc. | Add +25.6% | 1.67% | +0.06 |
| JJSF J & J Snack Foods Corp. | Add +31.7% | 0.67% | +0.06 |
| ETON Eton Pharmaceuticals Inc. | Add +13.7% | 0.14% | +0.05 |
| GBCI Glacier Bancorp Inc. | Add +6.5% | 2.04% | +0.04 |
| MTRX Matrix Service Co. | Add +41.0% | 0.10% | +0.02 |
| UTMD Utah Medical Products Inc. | Add +5.9% | 0.13% | +0.01 |
| FC Franklin Covey Co. | Add +26.8% | 0.08% | +0.01 |
| AIN Albany Intl Corp. Class A | Add +1.7% | 0.96% | −0.01 |
| MMS Maximus Inc. | Add +38.2% | 0.54% | −0.02 |
| ACIW Aci Worldwide Inc. | Add +21.1% | 1.57% | −0.03 |
| AMPH Amphastar Pharmaceuticals Inc. | Add +42.3% | 1.82% | −0.03 |
| UFPT Ufp Technologies Inc. | Add +16.8% | 1.06% | −0.04 |
| BBSI Barrett Business SVCS Inc. | Add +18.5% | 0.67% | −0.07 |
| IRMD Iradimed Corp. | Add +2.4% | 1.94% | −0.09 |
| USPH U.S. Physical Therapy Inc. | Add +0.6% | 1.10% | −0.11 |
| PLUS Eplus Inc. | Add +6.6% | 1.42% | −0.23 |
| DORM Dorman Products Inc. | Add +6.6% | 1.35% | −0.24 |
| LAD Lithia Motors Inc. | Add +6.6% | 1.40% | −0.45 |
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 |