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Bridge City Capital, LLC

Q4 2023 · 13F-HR

Bridge City Capital, LLCholdings as filed

Filed 2024-02-13 · accession 0001713521-24-000012

$258.1M
Reported value
111
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
29358P101ENSGEnsign Group Inc.$6.8M2.64%60,680CommonNONE
199908104FIXComfort Systems USA Inc.$6.8M2.62%32,867CommonNONE
58506Q109MEDPMedpace Holdings Inc.$6.8M2.62%22,033CommonNONE
88162G103TTEKTetra Tech Inc.$5.3M2.06%31,805CommonNONE
859241101STRLSterling Construction Co$4.5M1.76%51,738CommonSOLE
90278Q108UFPIUFP Industries Inc.$4.5M1.75%35,963CommonNONE
536797103LADLithia Motors, Inc.$4.5M1.73%13,587CommonNONE
002121101ATENA10 Networks Inc.$4.5M1.73%339,287CommonNONE
75524B104RBCRBC Bearings Incorporated$4.4M1.70%15,388CommonNONE
37637Q105GBCIGlacier Bancorp Inc.$4.3M1.66%103,630CommonNONE
71377A103PFGCPerformance Food Group$4.2M1.63%60,970CommonNONE
525558201LMATLemaitre Vascular Inc.$4.0M1.57%71,314CommonNONE
45774W108IIINInsteel Industries, Inc.$4.0M1.55%104,565CommonNONE
156504300CCSCentury Communities, Inc.$3.8M1.47%41,720CommonNONE
19247G107COHRCoherent Corp$3.8M1.47%87,137CommonNONE
683344105ONTOOnto Innovation Inc.$3.7M1.43%24,193CommonNONE
82982L103SITESiteOne Landscape Supply, Inc$3.7M1.42%22,569CommonNONE
55405Y100MTSIMACOM Tech Solutions$3.6M1.41%39,107CommonNONE
591520200MEIMethode Electronics, Inc.$3.5M1.37%155,738CommonNONE
640491106NEOGNeogen Corporation$3.5M1.37%175,815CommonNONE
054540208ACLSAxcelis Technologies Inc.$3.4M1.34%26,588CommonNONE
90337L108USPHUS Physical Therapy Inc.$3.4M1.32%36,590CommonNONE
302081104EXLSExlservice Holdings Inc.$3.3M1.27%106,292CommonNONE
515098101LSTRLandstar System, Inc.$3.3M1.26%16,805CommonNONE
012348108AINAlbany International Corp$3.2M1.24%32,663CommonNONE
379577208GMEDGlobus Medical, Inc.$3.2M1.24%60,136CommonNONE
671044105OSISOSI Systems, Inc.$3.2M1.22%24,424CommonNONE
127203107WHDCactus, Inc$3.1M1.21%69,056CommonNONE
505336107LZBLa-Z-Boy Incorporated$3.0M1.17%81,995CommonNONE
258278100DORMDorman Products Inc.$3.0M1.16%35,949CommonNONE
254543101DIODDiodes Inc.$3.0M1.16%37,163CommonNONE
02553E106AEOAmerican Eagle Outfitters$2.9M1.14%139,061CommonNONE
37253A103THRMGentherm Inc.$2.9M1.13%55,713CommonNONE
262037104DRQEURDril-Quip, Inc.$2.9M1.13%125,021CommonNONE
747316107KWRQuaker Chemical Corporation$2.9M1.13%13,613CommonNONE
719405102PLABPhotronics$2.8M1.10%90,775CommonSOLE
124805102CBZCBIZ Inc$2.8M1.10%45,422CommonNONE
023436108AMEDAmedisys Inc.$2.8M1.09%29,630CommonNONE
950810101WSBCWesbanco Inc.$2.6M1.02%83,944CommonNONE
32020R109FFINFirst Financial Bankshares, In$2.6M1.02%86,826CommonNONE
98585X104YETIYETI Holdings$2.6M1.00%49,883CommonNONE
466367109JACKJack in the Box Inc.$2.5M0.98%30,905CommonSOLE
02361E108AMRCAmeresco, Inc$2.5M0.97%79,249CommonNONE
30214U102EXPOExponent Inc$2.5M0.96%28,267CommonNONE
92835K103VPGVishay Precision Group$2.5M0.96%72,971CommonSOLE
576323109MTZMasTec, Inc.$2.5M0.96%32,761CommonNONE
74758T303QLYSQualys Inc.$2.5M0.95%12,533CommonNONE
600544100MLKNMillerKnoll, Inc.$2.4M0.94%90,983CommonNONE
629445206NVECNVE Corporation$2.4M0.92%30,316CommonSOLE
501242101KLICKulicke Soffa$2.4M0.92%43,287CommonNONE
30040P103EVTCEVERTEC, Inc$2.4M0.92%57,848CommonNONE
681116109OLLIOllie's Bargain Outlet Holding$2.4M0.91%31,061CommonNONE
09739D100BCCBoise Cascade Company$2.3M0.91%18,127CommonNONE
882681109TXRHTexas Roadhouse Inc.$2.3M0.90%19,095CommonNONE
466032109JJSFJ&J Snack Foods Corp.$2.3M0.90%13,946CommonNONE
48123V102ZDZiff Davis, Inc.$2.3M0.89%34,108CommonNONE
868459108SUPNSupernus Pharmaceuticals Inc.$2.3M0.88%78,675CommonNONE
775133101ROGRogers Corporation$2.3M0.88%17,135CommonNONE
87157D109SYNASynaptics Incorporated$2.2M0.84%18,943CommonNONE
819047101SHAKShake Shack Inc.$2.1M0.83%28,951CommonNONE
03209R103AMPHAmphastar Pharma Inc.$2.1M0.83%34,498CommonNONE
374297109GTYGetty Realty Corp$2.1M0.81%71,557CommonNONE
353514102FELEFranklin Electric Co.$2.1M0.80%21,233CommonNONE
511656100LKFNLakeland Financial Corporation$2.0M0.79%31,161CommonNONE
81617J301WTTRSelect Energy Services, Inc.$2.0M0.78%265,921CommonSOLE
577933104MMSMaxiums Inc.$2.0M0.78%23,994CommonNONE
43940T109HOPEHope Bancorp, Inc.$2.0M0.78%166,142CommonNONE
006739106ADUSAddus HomeCare Corp$2.0M0.76%21,180CommonNONE
98986M103ZYXIQZynex$2.0M0.76%179,395CommonSOLE
29977A105EVREvercore Inc.$1.9M0.73%10,946CommonNONE
23291C103BOOMDMC Global Inc.$1.8M0.70%95,954CommonSOLE
749660106RESRPC Inc.$1.7M0.67%238,336CommonNONE
056525108BMIBadger Meter Inc.$1.7M0.66%11,000CommonNONE
55024U109LITELumentum Holdings Inc.$1.7M0.66%32,365CommonNONE
71375U101PRFTUSDPerficient, Inc.$1.7M0.66%25,709CommonNONE
46266A109IRMDiRadimed Corporation$1.6M0.63%34,149CommonNONE
068463108BBSIBarrett Business Services Inc$1.6M0.63%13,955CommonNONE
218352102CORTCorcept Therapeutics Inc$1.6M0.62%49,252CommonNONE
G17766109CMBMFCambium Network Corp$1.6M0.61%260,626CommonSOLE
71742Q106PAHCPhibro Animal Health Corporati$1.5M0.60%133,261CommonSOLE
130788102CWTCalifornia Water Service Group$1.5M0.58%29,021CommonNONE
421906108HCSGHealthcare Services Group, Inc$1.5M0.58%144,882CommonNONE
20848V105CCSIConsensus Cloud Solutions Inc.$1.5M0.57%56,332CommonNONE
929236107WDFCWD-40 CO COM$1.4M0.55%5,946CommonNONE
04041L106ARISUSDAris Water Solutions$1.4M0.54%166,022CommonSOLE
58470H101MEDMedifast, Inc$1.3M0.52%19,898CommonNONE
001744101AMNAMN Healthcare Services Inc.$1.3M0.51%17,486CommonNONE
68213N109OMCLOmnicell, Inc.$1.3M0.50%33,991CommonNONE
825690100SSTKShutterstock Inc.$1.2M0.48%25,700CommonNONE
502175102LTCLTC Properties, Inc.$1.2M0.47%37,397CommonNONE
58502B106MDMEDNAX, Inc.$1.2M0.46%127,713CommonNONE
004498101ACIWACI Worldwide Inc.$1.2M0.46%38,644CommonNONE
27616P103Easterly Government Properties$1.1M0.43%82,387CommonNONE
19249H103CHRSCoherus Biosciences$1.0M0.40%312,934CommonNONE
55405W104MYRGMYR Group$527,0320.20%3,644CommonSOLE
12618T105CRAICRA International, Inc$453,4250.18%4,587CommonSOLE
199333105CMCOColumbus McKinnon Corp$352,0770.14%9,023CommonSOLE
05601C105BGSFBGSF, Inc$323,5100.13%34,416CommonSOLE
25787G100DFINDonnely Financial$317,6500.12%5,093CommonSOLE
06654A103BWFGBankwell Financial Group, Inc$299,9290.12%9,938CommonSOLE
004397105ARAYAccuray Inc.$267,7210.10%94,601CommonSOLE
917488108UTMDUtah Medical Products Inc.$267,4830.10%3,176CommonSOLE
M84116108SILCSilicom Ltd.$266,5950.10%14,729CommonSOLE
70014A104PKEPark Aerospace Corporation$262,5570.10%17,861CommonSOLE
461804106ITICInvestors Title Co.$258,1270.10%1,592CommonSOLE
30034T103G2CEveri Holdings Inc.$256,1780.10%22,731CommonSOLE
70451A104PAYSPaysign$243,1860.09%86,852CommonSOLE
063425102BMRCBank of Marin Bancorp$214,6950.08%9,750CommonSOLE
464287648IWOiShares Russell 2000 Growth ET$210,6040.08%835CommonSOLE
74880P104QIPTQuipt Home Medical Corp$206,0280.08%40,477CommonSOLE
47973J102JYNTThe Joint Corp$121,3070.05%12,623CommonSOLE

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.