Q3 2025 · 13F-HR
Bridge City Capital, LLCholdings as filed
Filed 2025-11-12 · accession 0001713521-25-000006
$374.5M
Reported value
108
Positions
2025-09-30
Period end
The Brief · Bridge City Capital, LLC · Q3 2025
AI · grounded in 13F
Bridge City Capital, LLC established a new position in Ensign Group Inc ENSG valued at $12.2M. The fund also initiated new stakes in Sterling Infrastructure Inc STRL for $11.5M and Glacier Bancorp Inc GBCI for $8.4M. These moves contributed to a portfolio of 108 positions with total assets under management of $374.5M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 29358P101 | ENSG | Ensign Group Inc | $12.2M | 3.27% | 70,893 | Common | NONE |
| 859241101 | STRL | Sterling Infrastructure Inc | $11.5M | 3.07% | 33,867 | Common | NONE |
| 37637Q105 | GBCI | Glacier Bancorp Inc | $8.4M | 2.25% | 173,063 | Common | NONE |
| 695127100 | PCRX | Pacira Biosciences Inc | $8.0M | 2.14% | 311,444 | Common | NONE |
| 258278100 | DORM | Dorman Prods Inc | $7.6M | 2.04% | 49,009 | Common | NONE |
| 002121101 | ATEN | A10 Networks Inc | $7.6M | 2.03% | 419,748 | Common | NONE |
| 75524B104 | RBC | RBC Bearings Inc | $7.4M | 1.98% | 19,025 | Common | NONE |
| 413197104 | HRMY | Harmony Biosciences Holdings I | $7.2M | 1.91% | 259,943 | Common | NONE |
| G3323L100 | FN | Fabrinet | $7.0M | 1.88% | 19,326 | Common | NONE |
| 671044105 | OSIS | OSI Systems Inc | $6.9M | 1.84% | 27,684 | Common | NONE |
| 607828100 | MOD | Modine Manufacturing Co | $6.7M | 1.80% | 47,449 | Common | NONE |
| 536797103 | LAD | Lithia Motors Inc | $6.7M | 1.78% | 21,081 | Common | NONE |
| 379577208 | GMED | Globus Med Inc | $6.6M | 1.77% | 115,975 | Common | NONE |
| 004498101 | ACIW | ACI Worldwide Inc | $6.5M | 1.75% | 123,959 | Common | NONE |
| 525558201 | LMAT | Lemaitre Vascular Inc | $6.5M | 1.73% | 73,858 | Common | NONE |
| 55405Y100 | MTSI | Macom Tech Solutions Holdings | $6.3M | 1.70% | 50,996 | Common | NONE |
| 056525108 | BMI | Badger Meter Inc | $6.3M | 1.68% | 35,149 | Common | NONE |
| 683344105 | ONTO | Onto Innovation Inc | $6.1M | 1.63% | 47,342 | Common | NONE |
| 302081104 | EXLS | ExlService Holdings Inc | $6.1M | 1.63% | 138,822 | Common | NONE |
| 254543101 | DIOD | Diodes Inc | $5.8M | 1.55% | 109,231 | Common | NONE |
| 156504300 | CCS | Century Communities Inc | $5.6M | 1.49% | 88,314 | Common | NONE |
| 012348108 | AIN | Albany Intl Corp | $5.5M | 1.46% | 102,709 | Common | NONE |
| 124805102 | CBZ | CBIZ Inc | $5.4M | 1.43% | 101,391 | Common | NONE |
| 902673102 | UFPT | UFP Technologies Inc | $5.3M | 1.41% | 26,512 | Common | NONE |
| 32020R109 | FFIN | First Financial Bankshares Inc | $5.2M | 1.40% | 155,831 | Common | NONE |
| 04041L106 | ARISUSD | Aris Water Solutions Inc | $5.0M | 1.33% | 202,015 | Common | SOLE |
| G25457105 | CRDO | Credo Technology Group Holding | $5.0M | 1.33% | 34,100 | Common | SOLE |
| 681116109 | OLLI | Ollies Bargain Outlet Holdings | $4.6M | 1.22% | 35,597 | Common | SOLE |
| 29977A105 | EVR | Evercore Inc | $4.2M | 1.13% | 12,563 | Common | SOLE |
| 46266A109 | IRMD | Iradimed Corp | $4.2M | 1.13% | 59,345 | Common | SOLE |
| 006739106 | ADUS | Addus Homecare Corp | $4.2M | 1.12% | 35,670 | Common | SOLE |
| 90337L108 | USPH | US Physical Therapy | $4.2M | 1.12% | 49,200 | Common | SOLE |
| 45774W108 | IIIN | Insteel Industries Inc | $4.1M | 1.09% | 106,178 | Common | SOLE |
| 81617J301 | WTTR | Select Water Solutions Inc | $4.0M | 1.07% | 373,357 | Common | SOLE |
| 58502B106 | MD | Pediatrix Medical Group Inc | $4.0M | 1.06% | 236,929 | Common | SOLE |
| 501242101 | KLIC | Kulicke & Soffa Industries Inc | $3.9M | 1.05% | 96,565 | Common | SOLE |
| 90278Q108 | UFPI | Ufp Industries Inc | $3.8M | 1.03% | 41,123 | Common | SOLE |
| 12618T105 | CRAI | CRA Intl Inc | $3.8M | 1.02% | 18,256 | Common | SOLE |
| 294268107 | PLUS | ePlus Inc | $3.7M | 1.00% | 52,693 | Common | SOLE |
| 03209R103 | AMPH | Amphastar Pharmaceuticals Inc | $3.6M | 0.97% | 136,258 | Common | SOLE |
| 14888U101 | CPRX | Catalyst Pharmaceuticals Inc | $3.6M | 0.96% | 182,296 | Common | SOLE |
| 457651107 | INVX | Innovex International Inc | $3.6M | 0.96% | 193,301 | Common | SOLE |
| 068463108 | BBSI | Barrett Business Services Inc | $3.5M | 0.94% | 79,763 | Common | SOLE |
| 868459108 | SUPN | Supernus Pharmaceuticals Inc | $3.5M | 0.93% | 72,816 | Common | SOLE |
| 37253A103 | THRM | Gentherm Inc | $3.4M | 0.90% | 99,093 | Common | SOLE |
| 82982L103 | SITE | Siteone Landscape Supply Inc | $3.3M | 0.89% | 25,797 | Common | SOLE |
| 25787G100 | DFIN | Donnelley Financial Solutions | $3.3M | 0.88% | 64,357 | Common | SOLE |
| 505336107 | LZB | La-Z-Boy Inc | $3.2M | 0.86% | 93,732 | Common | SOLE |
| 127203107 | WHD | Cactus Inc | $3.1M | 0.84% | 79,260 | Common | SOLE |
| 719405102 | PLAB | Photronics Inc | $3.1M | 0.83% | 135,357 | Common | SOLE |
| 629445206 | NVEC | NVE Corp | $3.1M | 0.83% | 47,495 | Common | SOLE |
| 02553E106 | AEO | American Eagle Outfitters Inc | $3.1M | 0.83% | 180,914 | Common | SOLE |
| 950810101 | WSBC | WesBanco Inc | $3.1M | 0.82% | 95,986 | Common | SOLE |
| 515098101 | LSTR | Landstar Systems Inc | $3.0M | 0.81% | 24,822 | Common | SOLE |
| 693282105 | PDFS | PDF Solutions Inc | $3.0M | 0.81% | 116,832 | Common | SOLE |
| 353514102 | FELE | Franklin Electric Inc | $3.0M | 0.79% | 31,105 | Common | SOLE |
| 78463M107 | SPSC | SPS Communications Inc | $2.9M | 0.78% | 28,224 | Common | SOLE |
| 630402105 | NSSC | Napco Security Technologies In | $2.9M | 0.78% | 67,823 | Common | SOLE |
| 92835K103 | VPG | Vishay Precision Group Inc | $2.9M | 0.76% | 89,301 | Common | SOLE |
| 30040P103 | EVTC | Evertec Inc | $2.8M | 0.76% | 84,089 | Common | SOLE |
| 421906108 | HCSG | Healthcare Services Group Inc | $2.8M | 0.75% | 166,297 | Common | SOLE |
| 30214U102 | EXPO | Exponent Inc | $2.8M | 0.74% | 39,900 | Common | SOLE |
| 98585X104 | YETI | Yeti Holdings Inc | $2.7M | 0.73% | 82,095 | Common | SOLE |
| 74758T303 | QLYS | Qualys Inc | $2.7M | 0.73% | 20,567 | Common | SOLE |
| 192422103 | CGNX | Cognex Corp | $2.7M | 0.72% | 59,752 | Common | SOLE |
| 466032109 | JJSF | J & J Snack Foods Corp | $2.6M | 0.71% | 27,524 | Common | SOLE |
| 729132100 | PLXS | Plexus Corp | $2.6M | 0.69% | 17,739 | Common | SOLE |
| 90385V107 | UCTT | Ultra Clean Holdings Inc | $2.6M | 0.68% | 93,935 | Common | SOLE |
| 501147102 | KRYS | Krystal Biotech Inc | $2.5M | 0.67% | 14,154 | Common | SOLE |
| 577933104 | MMS | Maximus Inc | $2.3M | 0.62% | 25,597 | Common | SOLE |
| 87157D109 | SYNA | Synaptics Inc | $2.3M | 0.62% | 33,835 | Common | SOLE |
| 775133101 | ROG | Rogers Corp | $2.3M | 0.62% | 28,625 | Common | SOLE |
| 511656100 | LKFN | Lakeland Financial Corp | $2.3M | 0.61% | 35,675 | Common | SOLE |
| 374297109 | GTY | Getty Realty Corp | $2.2M | 0.59% | 81,888 | Common | SOLE |
| 466367109 | JACK | Jack in the Box Inc | $2.2M | 0.59% | 110,996 | Common | SOLE |
| 20848V105 | CCSI | Consensus Cloud Solutions Inc | $2.1M | 0.55% | 70,541 | Common | SOLE |
| 130788102 | CWT | California Wtr Svc Group | $2.1M | 0.55% | 44,878 | Common | SOLE |
| 43940T109 | HOPE | Hope Bancorp Inc | $2.1M | 0.55% | 190,772 | Common | SOLE |
| 747316107 | KWR | Quaker Houghton | $2.0M | 0.55% | 15,532 | Common | SOLE |
| 207410101 | CNMD | Conmed Corp | $2.0M | 0.53% | 42,303 | Common | SOLE |
| 09239B109 | BL | Blackline Inc | $1.9M | 0.51% | 35,988 | Common | SOLE |
| 48123V102 | ZD | Ziff Davis Inc | $1.9M | 0.50% | 49,591 | Common | SOLE |
| 929236107 | WDFC | Wd 40 Co | $1.8M | 0.49% | 9,313 | Common | SOLE |
| 69343T107 | PJT | Pjt Partners Inc | $1.8M | 0.48% | 10,147 | Common | SOLE |
| 42222N103 | HSTM | HealthStream Inc | $1.7M | 0.45% | 59,913 | Common | SOLE |
| 09739D100 | BCC | Boise Cascade Co | $1.6M | 0.43% | 20,713 | Common | SOLE |
| 218352102 | CORT | Corcept Therapeutics Inc | $1.6M | 0.43% | 19,211 | Common | SOLE |
| 819047101 | SHAK | Shake Shack Inc | $1.6M | 0.43% | 17,029 | Common | SOLE |
| 502175102 | LTC | LTC Properties Inc | $1.6M | 0.42% | 42,912 | Common | SOLE |
| 882681109 | TXRH | Texas Roadhouse Inc | $1.5M | 0.40% | 8,963 | Common | SOLE |
| 199333105 | CMCO | Columbus McKinnon Corp NY | $1.4M | 0.37% | 96,407 | Common | SOLE |
| 749660106 | RES | RPC Inc | $1.3M | 0.35% | 273,115 | Common | SOLE |
| 68213N109 | OMCL | Omnicell | $1.2M | 0.32% | 38,936 | Common | SOLE |
| 70014A104 | PKE | Park Aerospace Corp | $746,864 | 0.20% | 36,719 | Common | SOLE |
| 06654A103 | BWFG | Bankwell Financial Group Inc | $566,798 | 0.15% | 12,809 | Common | SOLE |
| 461804106 | ITIC | Investors Title Co NC | $475,666 | 0.13% | 1,776 | Common | SOLE |
| 29772L108 | ETON | Eton Pharmaceuticals Inc | $362,304 | 0.10% | 16,673 | Common | SOLE |
| 917488108 | UTMD | Utah Med Prods Inc | $354,521 | 0.09% | 5,630 | Common | SOLE |
| 68287N100 | OSPN | Onespan Inc | $346,783 | 0.09% | 21,824 | Common | SOLE |
| 461147100 | INTT | inTEST Corp | $336,189 | 0.09% | 43,046 | Common | SOLE |
| 464287648 | IWO | iShares | $316,520 | 0.08% | 989 | Common | SOLE |
| 063425102 | BMRC | Bank Marin Bancorp | $305,102 | 0.08% | 12,566 | Common | SOLE |
| 285409108 | ELMD | Electromed Inc | $295,337 | 0.08% | 12,030 | Common | SOLE |
| 353469109 | FC | Franklin Covey Co | $292,703 | 0.08% | 15,080 | Common | SOLE |
| 70805E109 | PNTG | Pennant Group Inc | $248,947 | 0.07% | 9,871 | Common | SOLE |
| 47973J102 | JYNT | Joint Corp | $247,840 | 0.07% | 25,979 | Common | SOLE |
| 004397105 | ARAY | Accuray Inc | $222,371 | 0.06% | 133,156 | Common | SOLE |
| 74880P104 | QIPT | Quipt Home Medical Corp | $136,239 | 0.04% | 52,199 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.