Bridge City Capital, LLC — 13F Holdings & Portfolio
CIK 1713521 · latest 13F-HR filed 2026-05-13
Bridge City Capital, LLC manages $360.8M in 13F-reported U.S. long-equity assets across 108 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ENSG (3.30%), STRL (3.15%), RBC (2.74%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 6 new positions, exited 6, added to 46, and trimmed 27.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$360.8M
Long-equity book
108
Distinct positions
2026-03-31
Filed 2026-05-13
+6 / −6 / ↑46 / ↓27
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Addus Homecare Corp$3.9M +115.4%
- Sterling Infrastructure Inc$3.3M +41.7%
- Ultra Clean Holdings Inc$3.0M +145.8%
- Onto Innovation Inc$2.6M +38.3%
- A10 Networks Inc$2.6M +38.0%
Top Trims
- EPAM Systems Inc-$3.4M -53.6%
- ExlService Holdings Inc-$3.1M -49.7%
- CBIZ Inc-$2.8M -61.8%
- Globus Med Inc-$1.6M -22.2%
- Credo Technology Group Holding-$1.5M -35.3%
New Positions
- TG Therapeutics Inc$3.0M
- MYR Group Inc$2.0M
- Power Solutions Intl Inc$2.0M
- Vericel Corp$1.8M
- Armstrong World Industries Inc$1.7M
Exited Positions
- Harmony Biosciences Holdings I$8.9M
- Rogers Corp$2.2M
- SPS Communications Inc$2.1M
- American Eagle Outfitters Inc$2.1M
- Photronics Inc$1.7M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Ensign Group Inc | ENSG | 29358P101 | $11.9M | 3.30% | 59,139 | SH |
| 2 | Sterling Infrastructure Inc | STRL | 859241101 | $11.4M | 3.15% | 27,881 | SH |
| 3 | RBC Bearings Inc | RBC | 75524B104 | $9.9M | 2.74% | 18,210 | SH |
| 4 | A10 Networks Inc | ATEN | 002121101 | $9.3M | 2.57% | 400,683 | SH |
| 5 | Onto Innovation Inc | ONTO | 683344105 | $9.3M | 2.57% | 45,140 | SH |
| 6 | Pacira Biosciences Inc | PCRX | 695127100 | $9.1M | 2.52% | 402,765 | SH |
| 7 | Diodes Inc | DIOD | 254543101 | $8.0M | 2.23% | 117,734 | SH |
| 8 | Lemaitre Vascular Inc | LMAT | 525558201 | $7.7M | 2.13% | 70,390 | SH |
| 9 | Modine Manufacturing Co | MOD | 607828100 | $7.5M | 2.08% | 34,638 | SH |
| 10 | Glacier Bancorp Inc | GBCI | 37637Q105 | $7.4M | 2.04% | 165,163 | SH |
| 11 | Addus Homecare Corp | ADUS | 006739106 | $7.2M | 2.00% | 76,914 | SH |
| 12 | Iradimed Corp | IRMD | 46266A109 | $7.0M | 1.94% | 72,573 | SH |
| 13 | Amphastar Pharmaceuticals Inc | AMPH | 03209R103 | $6.6M | 1.82% | 335,105 | SH |
| 14 | Macom Tech Solutions Holdings | MTSI | 55405Y100 | $6.3M | 1.75% | 28,404 | SH |
| 15 | Kulicke & Soffa Industries Inc | KLIC | 501242101 | $6.2M | 1.72% | 94,284 | SH |
| 16 | Badger Meter Inc | BMI | 056525108 | $6.0M | 1.67% | 39,554 | SH |
| 17 | OSI Systems Inc | OSIS | 671044105 | $6.0M | 1.66% | 22,582 | SH |
| 18 | Century Communities Inc | CCS | 156504300 | $5.8M | 1.60% | 100,398 | SH |
| 19 | Globus Med Inc | GMED | 379577208 | $5.7M | 1.58% | 66,252 | SH |
| 20 | ACI Worldwide Inc | ACIW | 004498101 | $5.7M | 1.57% | 138,419 | SH |
| 21 | Siteone Landscape Supply Inc | SITE | 82982L103 | $5.5M | 1.54% | 41,668 | SH |
| 22 | CRA Intl Inc | CRAI | 12618T105 | $5.5M | 1.52% | 33,811 | SH |
| 23 | ePlus Inc | PLUS | 294268107 | $5.1M | 1.42% | 68,323 | SH |
| 24 | Ultra Clean Holdings Inc | UCTT | 90385V107 | $5.1M | 1.40% | 81,226 | SH |
| 25 | Lithia Motors Inc | LAD | 536797103 | $5.0M | 1.40% | 20,169 | SH |
| 26 | Select Water Solutions Inc | WTTR | 81617J301 | $4.9M | 1.37% | 323,422 | SH |
| 27 | Dorman Prods Inc | DORM | 258278100 | $4.9M | 1.35% | 46,847 | SH |
| 28 | Innovex International Inc | INVX | 457651107 | $4.1M | 1.13% | 167,183 | SH |
| 29 | US Physical Therapy | USPH | 90337L108 | $4.0M | 1.10% | 53,161 | SH |
| 30 | Catalyst Pharmaceuticals Inc | CPRX | 14888U101 | $3.9M | 1.07% | 155,689 | SH |
| 31 | UFP Technologies Inc | UFPT | 902673102 | $3.8M | 1.06% | 19,758 | SH |
| 32 | Landstar Systems Inc | LSTR | 515098101 | $3.8M | 1.04% | 23,518 | SH |
| 33 | Fabrinet | FN | G3323L100 | $3.5M | 0.98% | 6,748 | SH |
| 34 | Albany Intl Corp | AIN | 012348108 | $3.5M | 0.96% | 66,325 | SH |
| 35 | PDF Solutions Inc | PDFS | 693282105 | $3.3M | 0.91% | 100,771 | SH |
| 36 | Supernus Pharmaceuticals | SUPN | 868459108 | $3.3M | 0.90% | 62,923 | SH |
| 37 | Ufp Industries Inc | UFPI | 90278Q108 | $3.2M | 0.90% | 35,116 | SH |
| 38 | Donnelley Financial Solutions | DFIN | 25787G100 | $3.2M | 0.89% | 68,461 | SH |
| 39 | Cactus Inc | WHD | 127203107 | $3.2M | 0.89% | 67,929 | SH |
| 40 | Evercore Inc | EVR | 29977A105 | $3.2M | 0.89% | 10,763 | SH |
| 41 | Pediatrix Medical Group Inc | MD | 58502B106 | $3.2M | 0.88% | 148,868 | SH |
| 42 | Insteel Industries Inc | IIIN | 45774W108 | $3.2M | 0.88% | 94,613 | SH |
| 43 | ExlService Holdings Inc | EXLS | 302081104 | $3.2M | 0.87% | 103,535 | SH |
| 44 | Krystal Biotech Inc | KRYS | 501147102 | $3.1M | 0.86% | 12,045 | SH |
| 45 | TG Therapeutics Inc | TGTX | 88322Q108 | $3.0M | 0.83% | 90,634 | SH |
| 46 | Grand Canyon Ed Inc | LOPE | 38526M106 | $3.0M | 0.83% | 17,591 | SH |
| 47 | EPAM Systems Inc | EPAM | 29414B104 | $2.9M | 0.81% | 21,594 | SH |
| 48 | First Financial Bankshares Inc | FFIN | 32020R109 | $2.9M | 0.80% | 98,396 | SH |
| 49 | WesBanco Inc | WSBC | 950810101 | $2.8M | 0.78% | 82,030 | SH |
| 50 | Ollies Bargain Outlet Holdings | OLLI | 681116109 | $2.8M | 0.78% | 30,494 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $360.8M | 108 | 0001713521-26-000002 |
| 2025-12-31 | 2026-02-13 | $340.2M | 108 | 0001713521-26-000001 |
| 2025-09-30 | 2025-11-12 | $374.5M | 108 | 0001713521-25-000006 |