Q1 2026 · 13F-HR
Bridge City Capital, LLCholdings as filed
Filed 2026-05-13 · accession 0001713521-26-000002
$360.8M
Reported value
108
Positions
2026-03-31
Period end
The Brief · Bridge City Capital, LLC · Q1 2026
AI · grounded in 13F
Bridge City Capital, LLC closed its position in Harmony Biosciences Holdings I HRMY, reducing its exposure by $8.87M. The fund established a new position in TG Therapeutics Inc TGTX valued at $3.01M and increased its holdings in Addus Homecare Corp ADUS by 147%. Other notable activity included closing positions in Rogers Corp ROG and SPS Communications Inc SPSC.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 29358P101 | ENSG | Ensign Group Inc | $11.9M | 3.30% | 59,139 | Common | NONE |
| 859241101 | STRL | Sterling Infrastructure Inc | $11.4M | 3.15% | 27,881 | Common | NONE |
| 75524B104 | RBC | RBC Bearings Inc | $9.9M | 2.74% | 18,210 | Common | NONE |
| 002121101 | ATEN | A10 Networks Inc | $9.3M | 2.57% | 400,683 | Common | NONE |
| 683344105 | ONTO | Onto Innovation Inc | $9.3M | 2.57% | 45,140 | Common | NONE |
| 695127100 | PCRX | Pacira Biosciences Inc | $9.1M | 2.52% | 402,765 | Common | NONE |
| 254543101 | DIOD | Diodes Inc | $8.0M | 2.23% | 117,734 | Common | NONE |
| 525558201 | LMAT | Lemaitre Vascular Inc | $7.7M | 2.13% | 70,390 | Common | NONE |
| 607828100 | MOD | Modine Manufacturing Co | $7.5M | 2.08% | 34,638 | Common | NONE |
| 37637Q105 | GBCI | Glacier Bancorp Inc | $7.4M | 2.04% | 165,163 | Common | NONE |
| 006739106 | ADUS | Addus Homecare Corp | $7.2M | 2.00% | 76,914 | Common | NONE |
| 46266A109 | IRMD | Iradimed Corp | $7.0M | 1.94% | 72,573 | Common | NONE |
| 03209R103 | AMPH | Amphastar Pharmaceuticals Inc | $6.6M | 1.82% | 335,105 | Common | NONE |
| 55405Y100 | MTSI | Macom Tech Solutions Holdings | $6.3M | 1.75% | 28,404 | Common | NONE |
| 501242101 | KLIC | Kulicke & Soffa Industries Inc | $6.2M | 1.72% | 94,284 | Common | NONE |
| 056525108 | BMI | Badger Meter Inc | $6.0M | 1.67% | 39,554 | Common | NONE |
| 671044105 | OSIS | OSI Systems Inc | $6.0M | 1.66% | 22,582 | Common | NONE |
| 156504300 | CCS | Century Communities Inc | $5.8M | 1.60% | 100,398 | Common | NONE |
| 379577208 | GMED | Globus Med Inc | $5.7M | 1.58% | 66,252 | Common | NONE |
| 004498101 | ACIW | ACI Worldwide Inc | $5.7M | 1.57% | 138,419 | Common | NONE |
| 82982L103 | SITE | Siteone Landscape Supply Inc | $5.5M | 1.54% | 41,668 | Common | NONE |
| 12618T105 | CRAI | CRA Intl Inc | $5.5M | 1.52% | 33,811 | Common | NONE |
| 294268107 | PLUS | ePlus Inc | $5.1M | 1.42% | 68,323 | Common | NONE |
| 90385V107 | UCTT | Ultra Clean Holdings Inc | $5.1M | 1.40% | 81,226 | Common | SOLE |
| 536797103 | LAD | Lithia Motors Inc | $5.0M | 1.40% | 20,169 | Common | NONE |
| 81617J301 | WTTR | Select Water Solutions Inc | $4.9M | 1.37% | 323,422 | Common | SOLE |
| 258278100 | DORM | Dorman Prods Inc | $4.9M | 1.35% | 46,847 | Common | NONE |
| 457651107 | INVX | Innovex International Inc | $4.1M | 1.13% | 167,183 | Common | SOLE |
| 90337L108 | USPH | US Physical Therapy | $4.0M | 1.10% | 53,161 | Common | SOLE |
| 14888U101 | CPRX | Catalyst Pharmaceuticals Inc | $3.9M | 1.07% | 155,689 | Common | SOLE |
| 902673102 | UFPT | UFP Technologies Inc | $3.8M | 1.06% | 19,758 | Common | SOLE |
| 515098101 | LSTR | Landstar Systems Inc | $3.8M | 1.04% | 23,518 | Common | SOLE |
| G3323L100 | FN | Fabrinet | $3.5M | 0.98% | 6,748 | Common | SOLE |
| 012348108 | AIN | Albany Intl Corp | $3.5M | 0.96% | 66,325 | Common | SOLE |
| 693282105 | PDFS | PDF Solutions Inc | $3.3M | 0.91% | 100,771 | Common | SOLE |
| 868459108 | SUPN | Supernus Pharmaceuticals | $3.3M | 0.90% | 62,923 | Common | SOLE |
| 90278Q108 | UFPI | Ufp Industries Inc | $3.2M | 0.90% | 35,116 | Common | SOLE |
| 25787G100 | DFIN | Donnelley Financial Solutions | $3.2M | 0.89% | 68,461 | Common | SOLE |
| 127203107 | WHD | Cactus Inc | $3.2M | 0.89% | 67,929 | Common | SOLE |
| 29977A105 | EVR | Evercore Inc | $3.2M | 0.89% | 10,763 | Common | SOLE |
| 58502B106 | MD | Pediatrix Medical Group Inc | $3.2M | 0.88% | 148,868 | Common | SOLE |
| 45774W108 | IIIN | Insteel Industries Inc | $3.2M | 0.88% | 94,613 | Common | SOLE |
| 302081104 | EXLS | ExlService Holdings Inc | $3.2M | 0.87% | 103,535 | Common | SOLE |
| 501147102 | KRYS | Krystal Biotech Inc | $3.1M | 0.86% | 12,045 | Common | SOLE |
| 88322Q108 | TGTX | TG Therapeutics Inc | $3.0M | 0.83% | 90,634 | Common | SOLE |
| 38526M106 | LOPE | Grand Canyon Ed Inc | $3.0M | 0.83% | 17,591 | Common | SOLE |
| 29414B104 | EPAM | EPAM Systems Inc | $2.9M | 0.81% | 21,594 | Common | SOLE |
| 32020R109 | FFIN | First Financial Bankshares Inc | $2.9M | 0.80% | 98,396 | Common | SOLE |
| 950810101 | WSBC | WesBanco Inc | $2.8M | 0.78% | 82,030 | Common | SOLE |
| 681116109 | OLLI | Ollies Bargain Outlet Holdings | $2.8M | 0.78% | 30,494 | Common | SOLE |
| G25457105 | CRDO | Credo Technology Group Holding | $2.7M | 0.75% | 29,018 | Common | SOLE |
| 629445206 | NVEC | NVE Corp | $2.7M | 0.75% | 41,245 | Common | SOLE |
| 30214U102 | EXPO | Exponent Inc | $2.7M | 0.75% | 41,292 | Common | SOLE |
| 420261109 | HWKN | Hawkins Inc | $2.7M | 0.75% | 17,520 | Common | SOLE |
| 53815P108 | RAMP | Liveramp Holdings Inc | $2.6M | 0.73% | 99,784 | Common | SOLE |
| 421906108 | HCSG | Healthcare Services Group Inc | $2.6M | 0.73% | 142,605 | Common | SOLE |
| 635906100 | NHC | National Healthcare Corp | $2.6M | 0.72% | 16,194 | Common | SOLE |
| 98585X104 | YETI | Yeti Holdings Inc | $2.6M | 0.71% | 69,784 | Common | SOLE |
| 92835K103 | VPG | Vishay Precision Group Inc | $2.5M | 0.69% | 57,740 | Common | SOLE |
| 192422103 | CGNX | Cognex Corp | $2.5M | 0.69% | 50,963 | Common | SOLE |
| 882681109 | TXRH | Texas Roadhouse Inc | $2.5M | 0.69% | 15,085 | Common | SOLE |
| 353514102 | FELE | Franklin Electric Inc | $2.4M | 0.68% | 26,521 | Common | SOLE |
| 466032109 | JJSF | J & J Snack Foods Corp | $2.4M | 0.67% | 30,538 | Common | SOLE |
| 068463108 | BBSI | Barrett Business Services Inc | $2.4M | 0.67% | 82,951 | Common | SOLE |
| 630402105 | NSSC | Napco Security Technologies In | $2.3M | 0.64% | 58,610 | Common | SOLE |
| 374297109 | GTY | Getty Realty Corp | $2.2M | 0.62% | 70,107 | Common | SOLE |
| 218352102 | CORT | Corcept Therapeutics Inc | $2.2M | 0.61% | 54,874 | Common | SOLE |
| 747316107 | KWR | Quaker Houghton | $2.2M | 0.60% | 17,531 | Common | SOLE |
| 729132100 | PLXS | Plexus Corp | $2.1M | 0.58% | 10,367 | Common | SOLE |
| 505336107 | LZB | La-Z-Boy Inc | $2.1M | 0.58% | 64,719 | Common | SOLE |
| 55405W104 | MYRG | MYR Group Inc | $2.0M | 0.56% | 7,204 | Common | SOLE |
| 30040P103 | EVTC | Evertec Inc | $2.0M | 0.56% | 71,701 | Common | SOLE |
| 73933G202 | PSIX | Power Solutions Intl Inc | $2.0M | 0.55% | 32,793 | Common | SOLE |
| 577933104 | MMS | Maximus Inc | $1.9M | 0.54% | 30,407 | Common | SOLE |
| 68213N109 | OMCL | Omnicell | $1.9M | 0.52% | 56,663 | Common | SOLE |
| 70805E109 | PNTG | Pennant Group Inc | $1.9M | 0.51% | 60,908 | Common | SOLE |
| 20848V105 | CCSI | Consensus Cloud Solutions Inc | $1.8M | 0.51% | 77,810 | Common | SOLE |
| 43940T109 | HOPE | Hope Bancorp Inc | $1.8M | 0.51% | 163,593 | Common | SOLE |
| 207410101 | CNMD | Conmed Corp | $1.8M | 0.51% | 51,617 | Common | SOLE |
| 37253A103 | THRM | Gentherm Inc | $1.8M | 0.50% | 65,001 | Common | SOLE |
| 92346J108 | VCEL | Vericel Corp | $1.8M | 0.49% | 54,575 | Common | SOLE |
| 511656100 | LKFN | Lakeland Financial Corp | $1.8M | 0.49% | 30,520 | Common | SOLE |
| 124805102 | CBZ | CBIZ Inc | $1.7M | 0.48% | 65,042 | Common | SOLE |
| 04247X102 | AWI | Armstrong World Industries Inc | $1.7M | 0.48% | 10,585 | Common | SOLE |
| 130788102 | CWT | California Wtr Svc Group | $1.7M | 0.48% | 38,292 | Common | SOLE |
| 749660106 | RES | RPC Inc | $1.7M | 0.46% | 233,907 | Common | SOLE |
| 929236107 | WDFC | Wd 40 Co | $1.6M | 0.45% | 7,940 | Common | SOLE |
| 74758T303 | QLYS | Qualys Inc | $1.5M | 0.43% | 17,537 | Common | SOLE |
| 502175102 | LTC | LTC Properties Inc | $1.4M | 0.38% | 36,785 | Common | SOLE |
| 09739D100 | BCC | Boise Cascade Co | $1.3M | 0.37% | 17,681 | Common | SOLE |
| 819047101 | SHAK | Shake Shack Inc | $1.3M | 0.36% | 14,528 | Common | SOLE |
| 69343T107 | PJT | Pjt Partners Inc | $1.2M | 0.33% | 8,648 | Common | SOLE |
| 09239B109 | BL | Blackline Inc | $1.1M | 0.32% | 30,799 | Common | SOLE |
| 42222N103 | HSTM | HealthStream Inc | $1.1M | 0.31% | 53,449 | Common | SOLE |
| 70014A104 | PKE | Park Aerospace Corp | $829,860 | 0.23% | 30,309 | Common | SOLE |
| 461147100 | INTT | inTEST Corp | $765,328 | 0.21% | 56,068 | Common | SOLE |
| 29772L108 | ETON | Eton Pharmaceuticals Inc | $521,982 | 0.14% | 21,150 | Common | SOLE |
| 06654A103 | BWFG | Bankwell Financial Group Inc | $485,491 | 0.13% | 10,006 | Common | SOLE |
| 917488108 | UTMD | Utah Med Prods Inc | $451,969 | 0.13% | 7,291 | Common | SOLE |
| 063425102 | BMRC | Bank of Marin Bancorp | $398,034 | 0.11% | 15,530 | Common | SOLE |
| 576853105 | MTRX | Matrix Service Co | $355,880 | 0.10% | 31,000 | Common | SOLE |
| 461804106 | ITIC | Investors Title Co NC | $318,186 | 0.09% | 1,464 | Common | SOLE |
| 285409108 | ELMD | Electromed Inc | $305,220 | 0.08% | 13,038 | Common | SOLE |
| 353469109 | FC | Franklin Covey Co | $301,842 | 0.08% | 19,116 | Common | SOLE |
| 68287N100 | OSPN | Onespan Inc | $284,605 | 0.08% | 27,028 | Common | SOLE |
| 53635B107 | LQDT | Liquidity Services Inc | $266,570 | 0.07% | 8,720 | Common | SOLE |
| 47973J102 | JYNT | Joint Corp | $217,436 | 0.06% | 24,569 | Common | SOLE |
| 384556106 | GHM | Graham Corp | $201,956 | 0.06% | 2,559 | 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.