Bridge City Capital, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1713521
Institutional-grade research for retail investors

13F Reported Value

$360.8M

Holdings

108

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Bridge City Capital, LLC disclosed 108 positions worth $360.8M in its Form 13F-HR for Q1 2026, led by $ENSG (ENSIGN GROUP, INC) at 3.3% of the equity portfolio, followed by $STRL and $RBC. During the quarter the fund opened 6 new positions and exited 6 — including a new stake in $TGTX and a full exit from $HRMY. The portfolio is most concentrated in Technology (30.6% of disclosed assets). All figures are sourced directly from Bridge City Capital, LLC’s Form 13F-HR filing with the SEC under CIK 1713521.

Sector Allocation

TechnologyHealthcareIndustrialsConsumer DiscretionaryFinancialsEnergy

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

Unlock AI quality scores for every holding

32-signal composite ranking on each of Bridge City Capital, LLC's 108 positions.

Showing top 10 of 108 holdings.

Sector Allocation

Technology

$110.2M

Healthcare

$93.5M

Industrials

$69.8M

Consumer Discretionary

$29.6M

Financials

$22.5M

Energy

$18.1M

Materials

$6.5M

Consumer Staples

$5.1M

Full Holdings — Bridge City Capital, LLC (Q1 2026)

All 108 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1ENSG$ENSGENSIGN GROUP, INC$11.9M3.3%-2%68
2STRL$STRLSTERLING INFRASTRUCTURE, INC.$11.4M3.1%+7%73.3
3RBC$RBCRBC Bearings INC$9.9M2.7%+5%67.1
4ATEN$ATENA10 Networks, Inc.$9.3M2.6%+6%66.1
5ONTO$ONTOONTO INNOVATION INC.$9.3M2.6%+6%66.5
6PCRX$PCRXPacira BioSciences, Inc.$9.1M2.5%+41%48
7DIOD$DIODDIODES INC /DEL/$8.0M2.2%+1%47
8LMAT$LMATLEMAITRE VASCULAR INC$7.7M2.1%+6%69.1
9MOD$MODMODINE MANUFACTURING CO$7.5M2.1%-18%48.8
10GBCI$GBCIGLACIER BANCORP, INC.$7.4M2.0%+7%62.1
11ADUS$ADUSAddus HomeCare Corp$7.2M2.0%+147%66.7
12IRMD$IRMDIRADIMED CORP$7.0M1.9%+2%68.4
13AMPH$AMPHAmphastar Pharmaceuticals, Inc.$6.6M1.8%+42%55
14MTSI$MTSIMACOM Technology Solutions Holdings, Inc.$6.3M1.8%-21%70.6
15KLIC$KLICKULICKE & SOFFA INDUSTRIES INC$6.2M1.7%+14%39.8
16BMI$BMIBADGER METER INC$6.0M1.7%+26%71.6
17OSIS$OSISOSI SYSTEMS INC$6.0M1.7%+6%64.1
18CCS$CCSCentury Communities, Inc.$5.8M1.6%+27%46.6
19GMED$GMEDGLOBUS MEDICAL INC$5.7M1.6%-21%77.6
20ACIW$ACIWACI WORLDWIDE, INC.$5.7M1.6%+21%65.5
21SITE$SITESiteOne Landscape Supply, Inc.$5.5M1.5%+55%47
22CRAI$CRAICRA INTERNATIONAL, INC.$5.5M1.5%+59%54.6
23PLUS$PLUSEPLUS INC$5.1M1.4%+7%56
24UCTT$UCTTUltra Clean Holdings, Inc.$5.1M1.4%+0%36
25LAD$LADLITHIA MOTORS INC$5.0M1.4%+7%59.1
26WTTR$WTTRSelect Water Solutions, Inc.$4.9M1.4%-1%39.1
27DORM$DORMDorman Products, Inc.$4.9M1.4%+7%63.1
28INVX$INVXInnovex International, Inc.$4.1M1.1%-1%62.4
29USPH$USPHU S PHYSICAL THERAPY INC /NV$4.0M1.1%+1%57.2
30CPRX$CPRXCATALYST PHARMACEUTICALS, INC.$3.9M1.1%-1%78.7
31UFPT$UFPTUFP TECHNOLOGIES INC$3.8M1.1%+17%66.6
32LSTR$LSTRLANDSTAR SYSTEM INC$3.8M1.0%+2%49
33FN$FNFabrinet$3.5M1.0%-1%72.4
34AIN$AINALBANY INTERNATIONAL CORP /DE/$3.5M1.0%+2%37.6
35PDFS$PDFSPDF SOLUTIONS INC$3.3M0.9%-2%46.6
36SUPN$SUPNSUPERNUS PHARMACEUTICALS, INC.$3.3M0.9%-1%45.3
37UFPI$UFPIUFP INDUSTRIES INC$3.2M0.9%-1%52.7
38DFIN$DFINDonnelley Financial Solutions, Inc.$3.2M0.9%+19%44.1
39WHD$WHDCactus, Inc.$3.2M0.9%-1%61.8
40EVR$EVREvercore Inc.$3.2M0.9%-1%76.1
41MD$MDPediatrix Medical Group, Inc.$3.2M0.9%-1%55.4
42IIIN$IIININSTEEL INDUSTRIES INC$3.2M0.9%-1%60.2
43EXLS$EXLSExlService Holdings, Inc.$3.2M0.9%-30%68.2
44KRYS$KRYSKrystal Biotech, Inc.$3.1M0.9%-1%75.9
45TGTX$TGTXTG THERAPEUTICS, INC.$3.0M0.8%NEW68.4
46LOPE$LOPEGrand Canyon Education, Inc.$3.0M0.8%+34%67.9
47EPAM$EPAMEPAM Systems, Inc.$2.9M0.8%-30%59.2
48FFIN$FFINFIRST FINANCIAL BANKSHARES INC$2.9M0.8%-1%
49WSBC$WSBCWESBANCO INC$2.8M0.8%-1%
50OLLI$OLLIOllie's Bargain Outlet Holdings, Inc.$2.8M0.8%-1%66.5
51CRDO$CRDOCredo Technology Group Holding Ltd$2.7M0.8%-1%
52NVEC$NVECNVE CORP /NEW/$2.7M0.8%-2%58.7
53EXPO$EXPOEXPONENT INC$2.7M0.8%-0%61.3
54HWKN$HWKNHAWKINS INC$2.7M0.8%+42%57.5
55RAMP$RAMPLiveRamp Holdings, Inc.$2.6M0.7%+64%66.7
56HCSG$HCSGHEALTHCARE SERVICES GROUP INC$2.6M0.7%-1%62.1
57NHC$NHCNATIONAL HEALTHCARE CORP$2.6M0.7%-1%71.2
58YETI$YETIYETI Holdings, Inc.$2.6M0.7%-1%54.8
59VPG$VPGVishay Precision Group, Inc.$2.5M0.7%-28%33
60CGNX$CGNXCOGNEX CORP$2.5M0.7%-1%63.6
61TXRH$TXRHTexas Roadhouse, Inc.$2.5M0.7%-1%68
62FELE$FELEFRANKLIN ELECTRIC CO INC$2.4M0.7%-1%54.1
63JJSF$JJSFJ&J SNACK FOODS CORP$2.4M0.7%+32%45.4
64BBSI$BBSIBARRETT BUSINESS SERVICES INC$2.4M0.7%+19%46.8
65NSSC$NSSCNAPCO SECURITY TECHNOLOGIES, INC$2.3M0.6%-1%62
66GTY$GTYGETTY REALTY CORP /MD/$2.2M0.6%-1%67.3
67CORT$CORTCORCEPT THERAPEUTICS INC$2.2M0.6%+86%55.4
68KWR$KWRQUAKER CHEMICAL CORP$2.2M0.6%-1%38.1
69PLXS$PLXSPLEXUS CORP$2.1M0.6%-32%41.8
70LZB$LZBLA-Z-BOY INC$2.1M0.6%-1%51
71MYRG$MYRGMYR GROUP INC.$2.0M0.6%NEW61.3
72EVTC$EVTCEVERTEC, Inc.$2.0M0.6%-1%68.1
73PSIX$PSIXPOWER SOLUTIONS INTERNATIONAL, INC.$2.0M0.6%NEW75
74MMS$MMSMAXIMUS, INC.$1.9M0.5%+38%57.4
75OMCL$OMCLOMNICELL, INC.$1.9M0.5%-1%45.6
76PNTG$PNTGPennant Group, Inc.$1.9M0.5%+517%56.4
77CCSI$CCSIConsensus Cloud Solutions, Inc.$1.8M0.5%-1%61.7
78HOPE$HOPEHOPE BANCORP INC$1.8M0.5%-1%
79CNMD$CNMDCONMED Corp$1.8M0.5%+45%56.5
80THRM$THRMGentherm Inc$1.8M0.5%-25%41.4
81VCEL$VCELVericel Corp$1.8M0.5%NEW46
82LKFN$LKFNLAKELAND FINANCIAL CORP$1.8M0.5%-1%
83CBZ$CBZCBIZ, Inc.$1.7M0.5%-28%67
84AWI$AWIARMSTRONG WORLD INDUSTRIES INC$1.7M0.5%NEW69.6
85CWT$CWTCALIFORNIA WATER SERVICE GROUP$1.7M0.5%-1%64.4
86RES$RESRPC INC$1.7M0.5%-1%43.5
87WDFC$WDFCWD 40 CO$1.6M0.5%-1%54.1
88QLYS$QLYSQUALYS, INC.$1.5M0.4%-1%73.4
89LTC$LTCLTC PROPERTIES INC$1.4M0.4%-1%58.4
90BCC$BCCBOISE CASCADE Co$1.3M0.4%-1%43.5
91SHAK$SHAKShake Shack Inc.$1.3M0.4%-1%54.5
92PJT$PJTPJT Partners Inc.$1.2M0.3%-1%73.7
93BL$BLBLACKLINE, INC.$1.1M0.3%-1%49.9
94HSTM$HSTMHEALTHSTREAM INC$1.1M0.3%-2%56.4
95PKE$PKEPARK AEROSPACE CORP$829,8600.2%-17%68.5
96INTT$INTTINTEST CORP$765,3280.2%-5%31.4
97ETON$ETONEton Pharmaceuticals, Inc.$521,9820.1%+14%51.9
98BWFG$BWFGBankwell Financial Group, Inc.$485,4910.1%-5%65.9
99UTMD$UTMDUTAH MEDICAL PRODUCTS INC$451,9690.1%+6%55.4
100BMRC$BMRCBank of Marin Bancorp$398,0340.1%-5%
101MTRX$MTRXMATRIX SERVICE CO$355,8800.1%+41%47.4
102ITIC$ITICINVESTORS TITLE CO$318,1860.1%-5%67.7
103ELMD$ELMDElectromed, Inc.$305,2200.1%-5%64.5
104FC$FCFRANKLIN COVEY CO$301,8420.1%+27%33.9
105OSPN$OSPNOneSpan Inc.$284,6050.1%-5%58
106LQDT$LQDTLIQUIDITY SERVICES INC$266,5700.1%-5%63.8
107JYNT$JYNTJOINT Corp$217,4360.1%-5%35.5
108GHM$GHMGRAHAM CORP$201,9560.1%NEW53.6

New Positions (6)

TGTX$TGTX TG THERAPEUTICS, INC.$3.0M
MYRG$MYRG MYR GROUP INC.$2.0M
PSIX$PSIX POWER SOLUTIONS INTERNATIONAL, INC.$2.0M
VCEL$VCEL Vericel Corp$1.8M
AWI$AWI ARMSTRONG WORLD INDUSTRIES INC$1.7M
GHM$GHM GRAHAM CORP$201,956

Exited Positions (6)

HRMY$HRMY Harmony Biosciences Holdings, Inc.
ROG$ROG ROGERS CORP
SPSC$SPSC SPS COMMERCE INC
AEO$AEO AMERICAN EAGLE OUTFITTERS INC
PLAB$PLAB PHOTRONICS INC
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