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Bridge City Capital, LLC

Q1 2024 · 13F-HR

Bridge City Capital, LLCholdings as filed

Filed 2024-04-12 · accession 0001713521-24-000013

$274.5M
Reported value
110
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
199908104FIXComfort Systems USA Inc.$7.6M2.76%23,818CommonNONE
58506Q109MEDPMedpace Holdings Inc.$7.5M2.73%18,556CommonNONE
29358P101ENSGEnsign Group Inc.$7.2M2.61%57,571CommonNONE
88162G103TTEKTetra Tech Inc.$5.9M2.16%32,052CommonNONE
859241101STRLSterling Construction Co$5.6M2.05%50,906CommonSOLE
19247G107COHRCoherent Corp$5.3M1.94%87,823CommonNONE
525558201LMATLemaitre Vascular Inc.$4.9M1.77%73,204CommonSOLE
002121101ATENA10 Networks Inc.$4.8M1.73%347,160CommonNONE
71377A103PFGCPerformance Food Group$4.6M1.67%61,439CommonNONE
90278Q108UFPIUFP Industries Inc.$4.5M1.62%36,246CommonNONE
37637Q105GBCIGlacier Bancorp Inc.$4.2M1.53%104,445CommonNONE
90337L108USPHUS Physical Therapy Inc.$4.2M1.53%37,198CommonNONE
75524B104RBCRBC Bearings Incorporated$4.2M1.53%15,505CommonNONE
536797103LADLithia Motors, Inc.$4.1M1.50%13,695CommonNONE
45774W108IIINInsteel Industries, Inc.$4.1M1.49%107,150CommonSOLE
379577208GMEDGlobus Medical, Inc.$4.1M1.48%75,712CommonNONE
82982L103SITESiteOne Landscape Supply, Inc$4.0M1.45%22,750CommonNONE
55405Y100MTSIMACOM Tech Solutions$3.8M1.37%39,416CommonNONE
124805102CBZCBIZ Inc$3.6M1.31%45,781CommonNONE
671044105OSISOSI Systems, Inc.$3.5M1.28%24,618CommonNONE
258278100DORMDorman Products Inc.$3.5M1.27%36,232CommonNONE
127203107WHDCactus, Inc$3.5M1.27%69,590CommonNONE
054540208ACLSAxcelis Technologies Inc.$3.5M1.26%31,122CommonNONE
302081104EXLSExlservice Holdings Inc.$3.4M1.24%107,129CommonNONE
683344105ONTOOnto Innovation Inc.$3.4M1.23%18,588CommonNONE
156504300CCSCentury Communities, Inc.$3.3M1.21%34,304CommonNONE
515098101LSTRLandstar System, Inc.$3.3M1.19%16,936CommonNONE
37253A103THRMGentherm Inc.$3.2M1.18%56,156CommonNONE
006739106ADUSAddus HomeCare Corp$3.2M1.17%30,999CommonNONE
505336107LZBLa-Z-Boy Incorporated$3.1M1.13%82,642CommonNONE
012348108AINAlbany International Corp$3.1M1.12%32,921CommonNONE
576323109MTZMasTec, Inc.$3.1M1.12%33,010CommonNONE
02553E106AEOAmerican Eagle Outfitters$3.0M1.11%117,734CommonNONE
591520200MEIMethode Electronics, Inc.$3.0M1.09%245,640CommonSOLE
882681109TXRHTexas Roadhouse Inc.$3.0M1.08%19,245CommonNONE
30214U102EXPOExponent Inc$2.9M1.06%35,299CommonNONE
262037104DRQEURDril-Quip, Inc.$2.9M1.05%128,254CommonSOLE
32020R109FFINFirst Financial Bankshares, In$2.9M1.05%87,506CommonNONE
629445206NVECNVE Corporation$2.8M1.03%31,469CommonSOLE
747316107KWRQuaker Chemical Corporation$2.8M1.03%13,721CommonNONE
09739D100BCCBoise Cascade Company$2.8M1.02%18,270CommonNONE
640491106NEOGNeogen Corporation$2.8M1.02%177,204CommonNONE
501242101KLICKulicke Soffa$2.8M1.02%55,579CommonNONE
023436108AMEDAmedisys Inc.$2.8M1.00%29,861CommonNONE
868459108SUPNSupernus Pharmaceuticals Inc.$2.8M1.00%80,660CommonSOLE
92835K103VPGVishay Precision Group$2.7M0.98%75,804CommonSOLE
254543101DIODDiodes Inc.$2.6M0.96%37,451CommonNONE
81617J301WTTRSelect Energy Services, Inc.$2.5M0.92%273,698CommonSOLE
950810101WSBCWesbanco Inc.$2.5M0.92%84,607CommonNONE
681116109OLLIOllie's Bargain Outlet Holding$2.5M0.91%31,301CommonNONE
056525108BMIBadger Meter Inc.$2.5M0.90%15,351CommonNONE
04041L106ARISUSDAris Water Solutions$2.4M0.89%171,730CommonSOLE
819047101SHAKShake Shack Inc.$2.4M0.88%23,335CommonNONE
30040P103EVTCEVERTEC, Inc$2.3M0.85%58,286CommonNONE
98986M103ZYXIQZynex$2.3M0.84%186,665CommonSOLE
353514102FELEFranklin Electric Co.$2.3M0.83%21,399CommonNONE
600544100MLKNMillerKnoll, Inc.$2.3M0.83%91,676CommonNONE
466367109JACKJack in the Box Inc.$2.2M0.80%31,951CommonSOLE
719405102PLABPhotronics$2.2M0.79%76,780CommonSOLE
48123V102ZDZiff Davis, Inc.$2.2M0.79%34,373CommonNONE
729132100PLXSPlexus Corp.$2.1M0.78%22,665CommonNONE
29977A105EVREvercore Inc.$2.1M0.77%11,032CommonNONE
74758T303QLYSQualys Inc.$2.1M0.77%12,630CommonNONE
511656100LKFNLakeland Financial Corporation$2.1M0.76%31,402CommonNONE
775133101ROGRogers Corporation$2.0M0.75%17,271CommonNONE
466032109JJSFJ&J Snack Foods Corp.$2.0M0.74%14,056CommonNONE
577933104MMSMaxiums Inc.$2.0M0.74%24,182CommonNONE
374297109GTYGetty Realty Corp$2.0M0.72%72,116CommonNONE
71375U101PRFTUSDPerficient, Inc.$2.0M0.71%34,872CommonNONE
98585X104YETIYETI Holdings$1.9M0.71%50,276CommonNONE
02361E108AMRCAmeresco, Inc$1.9M0.70%79,871CommonNONE
43940T109HOPEHope Bancorp, Inc.$1.9M0.70%167,405CommonNONE
23291C103BOOMDMC Global Inc.$1.9M0.70%98,586CommonSOLE
87157D109SYNASynaptics Incorporated$1.9M0.68%19,092CommonNONE
749660106RESRPC Inc.$1.9M0.68%240,187CommonNONE
46266A109IRMDiRadimed Corporation$1.9M0.68%42,183CommonSOLE
421906108HCSGHealthcare Services Group, Inc$1.8M0.66%145,986CommonNONE
068463108BBSIBarrett Business Services Inc$1.8M0.66%14,287CommonNONE
695127100PCRXPacira Biosciences$1.8M0.66%61,944CommonNONE
294268107PLUSePlus Inc.$1.8M0.66%22,946CommonNONE
71742Q106PAHCPhibro Animal Health Corporati$1.8M0.65%137,694CommonSOLE
55024U109LITELumentum Holdings Inc.$1.5M0.56%32,607CommonNONE
03209R103AMPHAmphastar Pharma Inc.$1.5M0.56%34,773CommonNONE
929236107WDFCWD-40 CO COM$1.5M0.55%5,991CommonNONE
130788102CWTCalifornia Water Service Group$1.4M0.50%29,243CommonNONE
004498101ACIWACI Worldwide Inc.$1.3M0.47%38,940CommonNONE
58502B106MDMEDNAX, Inc.$1.3M0.47%128,720CommonNONE
218352102CORTCorcept Therapeutics Inc$1.3M0.46%49,638CommonNONE
502175102LTCLTC Properties, Inc.$1.2M0.45%37,684CommonNONE
825690100SSTKShutterstock Inc.$1.2M0.43%25,902CommonNONE
G17766109CMBMFCambium Network Corp$1.2M0.42%268,231CommonSOLE
001744101AMNAMN Healthcare Services Inc.$1.1M0.40%17,625CommonNONE
68213N109OMCLOmnicell, Inc.$1.0M0.36%34,255CommonNONE
27616P103Easterly Government Properties$955,8480.35%83,045CommonNONE
20848V105CCSIConsensus Cloud Solutions Inc.$913,1710.33%57,577CommonNONE
55405W104MYRGMYR Group$759,3180.28%4,296CommonSOLE
19249H103CHRSCoherus Biosciences$753,7680.27%315,384CommonNONE
12618T105CRAICRA International, Inc$719,4800.26%4,810CommonSOLE
70014A104PKEPark Aerospace Corporation$475,3190.17%28,582CommonSOLE
199333105CMCOColumbus McKinnon Corp$474,8190.17%10,639CommonSOLE
05601C105BGSFBGSF, Inc$422,3960.15%40,576CommonSOLE
70451A104PAYSPaysign$374,7880.14%102,401CommonSOLE
25787G100DFINDonnely Financial$372,3700.14%6,005CommonSOLE
917488108UTMDUtah Medical Products Inc.$323,9060.12%4,555CommonSOLE
461804106ITICInvestors Title Co.$306,3080.11%1,877CommonSOLE
06654A103BWFGBankwell Financial Group, Inc$303,9650.11%11,718CommonSOLE
004397105ARAYAccuray Inc.$300,7890.11%121,777CommonSOLE
47973J102JYNTThe Joint Corp$288,8220.11%22,115CommonSOLE
74880P104QIPTQuipt Home Medical Corp$208,5410.08%47,721CommonSOLE
063425102BMRCBank of Marin Bancorp$192,8050.07%11,497CommonSOLE

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.