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Bridge City Capital, LLC

Q2 2023 · 13F-HR

Bridge City Capital, LLCholdings as filed

Filed 2023-08-16 · accession 0001713521-23-000003

$211.2M
Reported value
95
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
199908104FIXComfort Systems USA Inc.$6.1M2.89%37,187CommonNONE
29084Q100EMEEMCOR Group Inc.$6.0M2.83%32,376CommonNONE
29358P101ENSGEnsign Group Inc.$5.5M2.60%57,553CommonNONE
58506Q109MEDPMedpace Holdings Inc.$5.0M2.38%20,910CommonNONE
88162G103TTEKTetra Tech Inc.$4.6M2.19%28,274CommonNONE
054540208ACLSAxcelis Technologies Inc.$4.3M2.05%23,587CommonNONE
525558201LMATLemaitre Vascular Inc.$3.8M1.82%57,111CommonNONE
90278Q108UFPIUFP Industries Inc.$3.8M1.82%39,537CommonNONE
147528103CASYCasey's General Stores$3.8M1.79%15,537CommonNONE
90337L108USPHUS Physical Therapy Inc.$3.8M1.78%31,036CommonNONE
536797103LADLithia Motors, Inc.$3.7M1.76%12,233CommonNONE
591520200MEIMethode Electronics, Inc.$3.6M1.73%108,800CommonNONE
156504300CCSCentury Communities, Inc.$3.5M1.64%45,239CommonNONE
002121101ATENA10 Networks Inc.$3.5M1.64%236,899CommonNONE
576323109MTZMasTec, Inc.$3.4M1.63%29,168CommonNONE
02361E108AMRCAmeresco, Inc$3.4M1.62%70,392CommonNONE
82982L103SITESiteOne Landscape Supply, Inc$3.4M1.59%20,033CommonNONE
71377A103PFGCPerformance Food Group$3.3M1.55%54,237CommonNONE
19247G107COHRCoherent Corp$3.2M1.54%63,617CommonNONE
254543101DIODDiodes Inc.$3.1M1.45%33,037CommonNONE
683344105ONTOOnto Innovation Inc.$3.0M1.42%25,828CommonNONE
75524B104RBCRBC Bearings Incorporated$3.0M1.41%13,697CommonNONE
640491106NEOGNeogen Corporation$2.9M1.37%132,671CommonNONE
515098101LSTRLandstar System, Inc.$2.9M1.36%14,921CommonNONE
37637Q105GBCIGlacier Bancorp Inc.$2.9M1.36%92,047CommonNONE
379577208GMEDGlobus Medical, Inc.$2.7M1.29%45,621CommonNONE
127203107WHDCactus, Inc$2.6M1.23%61,418CommonNONE
505336107LZBLa-Z-Boy Incorporated$2.5M1.19%87,817CommonNONE
775133101ROGRogers Corporation$2.5M1.17%15,215CommonNONE
023436108AMEDAmedisys Inc.$2.4M1.14%26,318CommonNONE
09739D100BCCBoise Cascade Company$2.4M1.13%26,418CommonNONE
747316107KWRQuaker Chemical Corporation$2.4M1.11%12,068CommonNONE
262037104DRQEURDril-Quip, Inc.$2.3M1.11%100,511CommonNONE
816850101SMTCSemtech Corporation$2.3M1.08%89,745CommonNONE
55405Y100MTSIMACOM Tech Solutions$2.3M1.08%34,729CommonNONE
68213N109OMCLOmnicell, Inc.$2.2M1.05%30,212CommonNONE
629445206NVECNVE Corporation$2.2M1.04%22,632CommonNONE
32020R109FFINFirst Financial Bankshares, In$2.2M1.04%77,145CommonNONE
671044105OSISOSI Systems, Inc.$2.2M1.03%18,501CommonNONE
859241101STRLSterling Construction Co$2.2M1.03%38,873CommonNONE
374297109GTYGetty Realty Corp$2.2M1.02%63,589CommonNONE
48123V102ZDZiff Davis, Inc.$2.1M1.01%30,328CommonNONE
012348108AINAlbany International Corp$2.1M0.99%22,433CommonNONE
45774W108IIINInsteel Industries, Inc.$2.0M0.96%64,837CommonNONE
92835K103VPGVishay Precision Group$2.0M0.95%54,213CommonNONE
819047101SHAKShake Shack Inc.$2.0M0.95%25,782CommonNONE
466032109JJSFJ&J Snack Foods Corp.$2.0M0.93%12,385CommonNONE
353514102FELEFranklin Electric Co.$1.9M0.92%18,865CommonNONE
421906108HCSGHealthcare Services Group, Inc$1.9M0.91%129,010CommonNONE
950810101WSBCWesbanco Inc.$1.9M0.90%74,534CommonNONE
71375U101PRFTUSDPerficient, Inc.$1.9M0.90%22,801CommonNONE
30040P103EVTCEVERTEC, Inc$1.9M0.90%51,517CommonNONE
868459108SUPNSupernus Pharmaceuticals Inc.$1.9M0.89%62,828CommonNONE
719405102PLABPhotronics$1.8M0.87%71,468CommonNONE
02553E106AEOAmerican Eagle Outfitters$1.8M0.84%150,465CommonNONE
501242101KLICKulicke Soffa$1.8M0.84%29,688CommonNONE
258278100DORMDorman Products Inc.$1.8M0.83%22,231CommonNONE
006739106ADUSAddus HomeCare Corp$1.7M0.83%18,815CommonNONE
30214U102EXPOExponent Inc$1.7M0.81%18,345CommonNONE
81617J301WTTRSelect Energy Services, Inc.$1.7M0.80%209,315CommonNONE
001744101AMNAMN Healthcare Services Inc.$1.7M0.80%15,528CommonNONE
G17766109CMBMFCambium Network Corp$1.7M0.80%111,040CommonNONE
55024U109LITELumentum Holdings Inc.$1.6M0.77%28,851CommonNONE
37253A103THRMGentherm Inc.$1.6M0.76%28,484CommonNONE
681116109OLLIOllie's Bargain Outlet Holding$1.6M0.76%27,611CommonNONE
302081104EXLSExlservice Holdings Inc.$1.6M0.75%10,450CommonNONE
749660106RESRPC Inc.$1.5M0.72%211,873CommonNONE
58470H101MEDMedifast, Inc$1.5M0.70%16,109CommonNONE
74758T303QLYSQualys Inc.$1.4M0.68%11,141CommonNONE
87157D109SYNASynaptics Incorporated$1.4M0.68%16,823CommonNONE
20848V105CCSIConsensus Cloud Solutions Inc.$1.4M0.68%46,262CommonNONE
71742Q106PAHCPhibro Animal Health Corporati$1.4M0.66%102,481CommonNONE
23291C103BOOMDMC Global Inc.$1.4M0.64%76,382CommonNONE
218352102CORTCorcept Therapeutics Inc$1.3M0.64%60,632CommonNONE
130788102CWTCalifornia Water Service Group$1.3M0.63%25,840CommonNONE
98585X104YETIYETI Holdings$1.3M0.62%33,783CommonNONE
03209R103AMPHAmphastar Pharma Inc.$1.3M0.62%22,814CommonNONE
98986M103ZYXIQZynex$1.3M0.60%131,291CommonNONE
43940T109HOPEHope Bancorp, Inc.$1.2M0.59%147,915CommonNONE
29977A105EVREvercore Inc.$1.2M0.57%9,734CommonNONE
600544100MLKNMillerKnoll, Inc.$1.2M0.57%80,993CommonNONE
89854H102TTECTTEC Holdings Inc.$1.2M0.56%35,048CommonNONE
58502B106MDMEDNAX, Inc.$1.1M0.54%80,276CommonNONE
825690100SSTKShutterstock Inc.$1.1M0.53%22,827CommonNONE
502175102LTCLTC Properties, Inc.$1.1M0.52%33,284CommonNONE
27616P103Easterly Government Properties$1.1M0.50%73,083CommonNONE
205306103TBRGComputer Programs & Systems In$1.0M0.49%42,160CommonNONE
929236107WDFCWD-40 CO COM$997,7700.47%5,289CommonNONE
511656100LKFNLakeland Financial Corporation$960,8420.45%19,803CommonNONE
04041L106ARISUSDAris Water Solutions$835,8060.40%80,989CommonNONE
004498101ACIWACI Worldwide Inc.$798,8090.38%34,476CommonNONE
19249H103CHRSCoherus Biosciences$709,5720.34%166,176CommonNONE
22410J106CBRLCracker Barrel Old Country Sto$697,7320.33%7,488CommonNONE
875372203TNDMTandem Diabetes Care, Inc$330,5290.16%13,469CommonNONE
464287648IWOiShares Russell 2000 Growth ET$245,8150.12%1,013CommonSOLE

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.