Bridge City Capital, LLC

Name: Bridge City Capital, LLC 13F holdings, Q1 2026
Creator: Bridge City Capital, LLC
Published: 2026-05-13

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
MTRX Matrix Service Co.	0.10%	31,000	$356K	Add +41.0%
ITIC Investors Title Co.	0.09%	1,464	$318K	Reduce -5.4%
ELMD Electromed Inc.	0.08%	13,038	$305K	Reduce -5.4%
FC Franklin Covey Co.	0.08%	19,116	$302K	Add +26.8%
OSPN Onespan Inc.	0.08%	27,028	$285K	Reduce -5.4%
LQDT Liquidity Services Inc.	0.07%	8,720	$267K	Reduce -5.4%
JYNT The Joint Corp.	0.06%	24,569	$217K	Reduce -5.4%
GHM Graham Corp.	0.06%	2,559	$202K	New

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