Q4 2025 · 13F-HR
Bridge City Capital, LLCholdings as filed
Filed 2026-02-13 · accession 0001713521-26-000001
$340.2M
Reported value
108
Positions
2025-12-31
Period end
The Brief · Bridge City Capital, LLC · Q4 2025
AI · grounded in 13F
Bridge City Capital, LLC closed its position in Aris Water Solutions Inc ARISUSD, reducing exposure by $4.98M. The fund established a new position in EPAM Systems Inc EPAM worth $6.3M and added new stakes in National Healthcare Corp NHC and Grand Canyon Ed Inc LOPE. Additionally, the fund increased its holdings in Amphastar Pharmaceuticals Inc AMPH by 72.82%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 29358P101 | ENSG | Ensign Group Inc | $10.5M | 3.09% | 60,279 | Common | NONE |
| 413197104 | HRMY | Harmony Biosciences Holdings I | $8.9M | 2.61% | 237,103 | Common | NONE |
| 859241101 | STRL | Sterling Infrastructure Inc | $8.0M | 2.36% | 26,170 | Common | NONE |
| 75524B104 | RBC | RBC Bearings Inc | $7.8M | 2.28% | 17,337 | Common | NONE |
| 695127100 | PCRX | Pacira Biosciences Inc | $7.4M | 2.17% | 285,493 | Common | NONE |
| 379577208 | GMED | Globus Med Inc | $7.3M | 2.16% | 84,082 | Common | NONE |
| 46266A109 | IRMD | Iradimed Corp | $6.9M | 2.03% | 70,854 | Common | NONE |
| 37637Q105 | GBCI | Glacier Bancorp Inc | $6.8M | 2.01% | 155,077 | Common | NONE |
| 002121101 | ATEN | A10 Networks Inc | $6.7M | 1.97% | 379,342 | Common | NONE |
| 683344105 | ONTO | Onto Innovation Inc | $6.7M | 1.97% | 42,405 | Common | NONE |
| 03209R103 | AMPH | Amphastar Pharmaceuticals Inc | $6.3M | 1.85% | 235,485 | Common | NONE |
| 29414B104 | EPAM | EPAM Systems Inc | $6.3M | 1.85% | 30,756 | Common | NONE |
| 536797103 | LAD | Lithia Motors Inc | $6.3M | 1.85% | 18,928 | Common | NONE |
| 302081104 | EXLS | ExlService Holdings Inc | $6.3M | 1.84% | 147,632 | Common | NONE |
| 55405Y100 | MTSI | Macom Tech Solutions Holdings | $6.2M | 1.82% | 36,155 | Common | NONE |
| 254543101 | DIOD | Diodes Inc | $5.7M | 1.69% | 116,332 | Common | NONE |
| 607828100 | MOD | Modine Manufacturing Co | $5.7M | 1.67% | 42,469 | Common | NONE |
| 294268107 | PLUS | ePlus Inc | $5.6M | 1.65% | 64,078 | Common | NONE |
| 056525108 | BMI | Badger Meter Inc | $5.5M | 1.61% | 31,493 | Common | NONE |
| 004498101 | ACIW | ACI Worldwide Inc | $5.5M | 1.61% | 114,330 | Common | NONE |
| 258278100 | DORM | Dorman Prods Inc | $5.4M | 1.59% | 43,949 | Common | NONE |
| 671044105 | OSIS | OSI Systems Inc | $5.4M | 1.59% | 21,221 | Common | NONE |
| 525558201 | LMAT | Lemaitre Vascular Inc | $5.4M | 1.59% | 66,623 | Common | NONE |
| 156504300 | CCS | Century Communities Inc | $4.7M | 1.38% | 79,131 | Common | NONE |
| 124805102 | CBZ | CBIZ Inc | $4.6M | 1.34% | 90,689 | Common | NONE |
| 12618T105 | CRAI | CRA Intl Inc | $4.3M | 1.25% | 21,235 | Common | SOLE |
| G25457105 | CRDO | Credo Technology Group Holding | $4.2M | 1.24% | 29,278 | Common | SOLE |
| 90337L108 | USPH | US Physical Therapy | $4.1M | 1.21% | 52,850 | Common | SOLE |
| 501242101 | KLIC | Kulicke & Soffa Industries Inc | $3.8M | 1.11% | 82,928 | Common | SOLE |
| 902673102 | UFPT | UFP Technologies Inc | $3.8M | 1.10% | 16,923 | Common | SOLE |
| 457651107 | INVX | Innovex International Inc | $3.7M | 1.09% | 169,540 | Common | SOLE |
| 29977A105 | EVR | Evercore Inc | $3.7M | 1.08% | 10,832 | Common | SOLE |
| 14888U101 | CPRX | Catalyst Pharmaceuticals Inc | $3.7M | 1.07% | 156,683 | Common | SOLE |
| 81617J301 | WTTR | Select Water Solutions Inc | $3.5M | 1.01% | 328,234 | Common | SOLE |
| 681116109 | OLLI | Ollies Bargain Outlet Holdings | $3.4M | 0.99% | 30,696 | Common | SOLE |
| 006739106 | ADUS | Addus Homecare Corp | $3.3M | 0.98% | 31,139 | Common | SOLE |
| 82982L103 | SITE | Siteone Landscape Supply Inc | $3.3M | 0.98% | 26,803 | Common | SOLE |
| 515098101 | LSTR | Landstar Systems Inc | $3.3M | 0.98% | 23,097 | Common | SOLE |
| 012348108 | AIN | Albany Intl Corp | $3.3M | 0.97% | 65,241 | Common | SOLE |
| 90278Q108 | UFPI | Ufp Industries Inc | $3.2M | 0.95% | 35,408 | Common | SOLE |
| 58502B106 | MD | Pediatrix Medical Group Inc | $3.2M | 0.94% | 149,948 | Common | SOLE |
| 868459108 | SUPN | Supernus Pharmaceuticals Inc | $3.2M | 0.93% | 63,801 | Common | SOLE |
| 37253A103 | THRM | Gentherm Inc | $3.1M | 0.93% | 86,544 | Common | SOLE |
| 127203107 | WHD | Cactus Inc | $3.1M | 0.92% | 68,334 | Common | SOLE |
| 98585X104 | YETI | Yeti Holdings Inc | $3.1M | 0.91% | 70,409 | Common | SOLE |
| G3323L100 | FN | Fabrinet | $3.1M | 0.91% | 6,798 | Common | SOLE |
| 92835K103 | VPG | Vishay Precision Group Inc | $3.1M | 0.90% | 79,887 | Common | SOLE |
| 45774W108 | IIIN | Insteel Industries Inc | $3.0M | 0.89% | 95,978 | Common | SOLE |
| 501147102 | KRYS | Krystal Biotech Inc | $3.0M | 0.88% | 12,135 | Common | SOLE |
| 32020R109 | FFIN | First Financial Bankshares Inc | $3.0M | 0.87% | 99,153 | Common | SOLE |
| 693282105 | PDFS | PDF Solutions Inc | $2.9M | 0.86% | 102,324 | Common | SOLE |
| 30214U102 | EXPO | Exponent Inc | $2.9M | 0.85% | 41,435 | Common | SOLE |
| 950810101 | WSBC | WesBanco Inc | $2.7M | 0.81% | 82,700 | Common | SOLE |
| 421906108 | HCSG | Healthcare Services Group Inc | $2.7M | 0.81% | 143,381 | Common | SOLE |
| 25787G100 | DFIN | Donnelley Financial Solutions | $2.7M | 0.79% | 57,333 | Common | SOLE |
| 68213N109 | OMCL | Omnicell | $2.6M | 0.76% | 56,968 | Common | SOLE |
| 353514102 | FELE | Franklin Electric Inc | $2.6M | 0.75% | 26,718 | Common | SOLE |
| 068463108 | BBSI | Barrett Business Services Inc | $2.5M | 0.74% | 69,982 | Common | SOLE |
| 882681109 | TXRH | Texas Roadhouse Inc | $2.5M | 0.74% | 15,199 | Common | SOLE |
| 629445206 | NVEC | NVE Corp | $2.5M | 0.73% | 41,917 | Common | SOLE |
| 630402105 | NSSC | Napco Security Technologies In | $2.5M | 0.73% | 59,438 | Common | SOLE |
| 505336107 | LZB | La-Z-Boy Inc | $2.4M | 0.71% | 65,172 | Common | SOLE |
| 747316107 | KWR | Quaker Houghton | $2.4M | 0.71% | 17,646 | Common | SOLE |
| 74758T303 | QLYS | Qualys Inc | $2.3M | 0.69% | 17,673 | Common | SOLE |
| 775133101 | ROG | Rogers Corp | $2.2M | 0.66% | 24,557 | Common | SOLE |
| 729132100 | PLXS | Plexus Corp | $2.2M | 0.66% | 15,228 | Common | SOLE |
| 635906100 | NHC | National Healthcare Corp | $2.2M | 0.66% | 16,321 | Common | SOLE |
| 38526M106 | LOPE | Grand Canyon Ed Inc | $2.2M | 0.64% | 13,160 | Common | SOLE |
| 78463M107 | SPSC | SPS Communications Inc | $2.1M | 0.63% | 24,072 | Common | SOLE |
| 02553E106 | AEO | American Eagle Outfitters Inc | $2.1M | 0.62% | 80,080 | Common | SOLE |
| 30040P103 | EVTC | Evertec Inc | $2.1M | 0.62% | 72,220 | Common | SOLE |
| 466032109 | JJSF | J & J Snack Foods Corp | $2.1M | 0.62% | 23,180 | Common | SOLE |
| 90385V107 | UCTT | Ultra Clean Holdings Inc | $2.1M | 0.60% | 81,117 | Common | SOLE |
| 374297109 | GTY | Getty Realty Corp | $1.9M | 0.57% | 70,624 | Common | SOLE |
| 577933104 | MMS | Maximus Inc | $1.9M | 0.56% | 22,002 | Common | SOLE |
| 192422103 | CGNX | Cognex Corp | $1.8M | 0.54% | 51,294 | Common | SOLE |
| 43940T109 | HOPE | Hope Bancorp Inc | $1.8M | 0.53% | 164,483 | Common | SOLE |
| 53815P108 | RAMP | Liveramp Holdings Inc | $1.8M | 0.52% | 60,766 | Common | SOLE |
| 420261109 | HWKN | Hawkins Inc | $1.8M | 0.52% | 12,354 | Common | SOLE |
| 511656100 | LKFN | Lakeland Financial Corp | $1.8M | 0.52% | 30,742 | Common | SOLE |
| 719405102 | PLAB | Photronics Inc | $1.7M | 0.51% | 54,389 | Common | SOLE |
| 20848V105 | CCSI | Consensus Cloud Solutions Inc | $1.7M | 0.51% | 78,827 | Common | SOLE |
| 09239B109 | BL | Blackline Inc | $1.7M | 0.50% | 30,996 | Common | SOLE |
| 130788102 | CWT | California Wtr Svc Group | $1.7M | 0.49% | 38,576 | Common | SOLE |
| 929236107 | WDFC | Wd 40 Co | $1.6M | 0.46% | 8,004 | Common | SOLE |
| 69343T107 | PJT | Pjt Partners Inc | $1.5M | 0.43% | 8,717 | Common | SOLE |
| 207410101 | CNMD | Conmed Corp | $1.4M | 0.42% | 35,509 | Common | SOLE |
| 09739D100 | BCC | Boise Cascade Co | $1.3M | 0.39% | 17,836 | Common | SOLE |
| 749660106 | RES | RPC Inc | $1.3M | 0.38% | 235,512 | Common | SOLE |
| 502175102 | LTC | LTC Properties Inc | $1.3M | 0.37% | 37,001 | Common | SOLE |
| 42222N103 | HSTM | HealthStream Inc | $1.3M | 0.37% | 54,305 | Common | SOLE |
| 819047101 | SHAK | Shake Shack Inc | $1.2M | 0.35% | 14,638 | Common | SOLE |
| 218352102 | CORT | Corcept Therapeutics Inc | $1.0M | 0.30% | 29,535 | Common | SOLE |
| 70014A104 | PKE | Park Aerospace Corp | $783,583 | 0.23% | 36,719 | Common | SOLE |
| 06654A103 | BWFG | Bankwell Financial Group Inc | $484,821 | 0.14% | 10,581 | Common | SOLE |
| 464287648 | IWO | iShares | $463,196 | 0.14% | 1,434 | Common | SOLE |
| 461147100 | INTT | inTEST Corp | $442,866 | 0.13% | 59,286 | Common | SOLE |
| 063425102 | BMRC | Bank of Marin Bancorp | $427,136 | 0.13% | 16,422 | Common | SOLE |
| 285409108 | ELMD | Electromed Inc | $401,448 | 0.12% | 13,786 | Common | SOLE |
| 461804106 | ITIC | Investors Title Co NC | $386,443 | 0.11% | 1,548 | Common | SOLE |
| 917488108 | UTMD | Utah Med Prods Inc | $385,229 | 0.11% | 6,884 | Common | SOLE |
| 68287N100 | OSPN | Onespan Inc | $366,954 | 0.11% | 28,579 | Common | SOLE |
| 29772L108 | ETON | Eton Pharmaceuticals Inc | $314,526 | 0.09% | 18,600 | Common | SOLE |
| 53635B107 | LQDT | Liquidity Services Inc | $279,489 | 0.08% | 9,221 | Common | SOLE |
| 70805E109 | PNTG | Pennant Group Inc | $277,869 | 0.08% | 9,871 | Common | SOLE |
| 576853105 | MTRX | Matrix Service Co | $257,154 | 0.08% | 21,979 | Common | SOLE |
| 353469109 | FC | Franklin Covey Co | $253,042 | 0.07% | 15,080 | Common | SOLE |
| 47973J102 | JYNT | Joint Corp | $226,537 | 0.07% | 25,979 | 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.