Fund HoldingsBridge City Capital, LLC

Total Portfolio Value
$333.43M
Total Bought
$28.87M
Total Sold
$51.07M
Net Transaction
-$22.20M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Catalyst Pharmaceuticals0117,374+117,37402,8460.85%+2,846
SPS Commerce(SPSC)020,832+20,83202,7650.83%+2,765
Corcept Therapeutics Inc(CORT)57,89242,029-15,8632,9174,8011.44%+1,883
Harmony Biosciences Holdings(HRMY)103,809160,739+56,9303,5725,3351.60%+1,763
PDF Solutions Inc(PDFS)079,895+79,89501,5270.46%+1,527
UFP Technologies Inc.(UFPT)14,45324,889+10,4363,5345,0201.51%+1,486
OSI Systems, Inc.(OSIS)43,46743,463-47,2788,4472.53%+1,169
Century Communities, Inc.(CCS)061,407+61,40704,1201.24%+4,120
Innovex International, Inc.(INVX)197,328199,235+1,9072,7573,5781.07%+822
Amphastar Pharma Inc.(AMPH)0115,855+115,85503,3591.01%+3,359
RBC Bearings Incorporated(RBC)23,79623,857+617,1187,6762.30%+558
J&J Snack Foods Corp.(JJSF)16,57122,853+6,2822,5713,0100.90%+440
Landstar System, Inc.(LSTR)19,96925,603+5,6343,4323,8461.15%+414
Napco Security Technologies(NSSC)69,250119,893+50,6432,4632,7600.83%+297
MEDNAX, Inc.(MD)148,861150,655+1,7941,9532,1830.65%+230
Ollie's Bargain Outlet Holding(OLLI)36,92136,695-2264,0514,2701.28%+218
ePlus Inc.(PLUS)047,182+47,18202,8800.86%+2,880
Vishay Precision Group(VPG)87,46091,941+4,4812,0532,2150.66%+162
EVERTEC, Inc(EVTC)68,78468,485-2992,3752,5180.76%+143
ACI Worldwide Inc.59,23858,671-5673,0753,2100.96%+135
California Water Service Group(CWT)46,74946,298-4512,1192,2440.67%+124
Amedisys Inc.34,53034,947+4173,1353,2370.97%+102
Getty Realty Corp(GTY)85,04784,409-6382,5622,6320.79%+69
The Joint Corp27,52026,641-8792933330.10%+40
LTC Properties, Inc.(LTC)44,48144,237-2441,5371,5680.47%+31
HealthStream Inc.(HSTM)59,25458,536-7181,8841,8840.56%-1
Investors Title Co.2,1752,106-695155080.15%-7
WD-40 CO COM(WDFC)9,7029,611-912,3542,3450.70%-9
Bankwell Financial Group, Inc13,57713,135-4424233960.12%-27
Bank of Marin Bancorp13,31512,887-4283162840.09%-32
Accuray Inc.140,990136,549-4,4412792440.07%-35
Utah Medical Products Inc.5,2735,111-1623242860.09%-38
First Financial Bankshares, In(FFIN)103,173102,463-7103,7193,6801.10%-39
Pacira Biosciences(PCRX)229,196172,146-57,0504,3184,2781.28%-40
Quipt Home Medical Corp55,26953,529-1,7401691250.04%-44
Consensus Cloud Solutions Inc.72,17472,664+4901,7221,6770.50%-45
Aris Water Solutions201,740149,326-52,4144,8324,7841.43%-47
BGSF, Inc46,99652,051+5,0552461920.06%-55
Park Aerospace Corporation(PKE)35,70534,572-1,1335234650.14%-58
Onespan Inc.18,47117,875-5963422730.08%-70
CRA International, Inc(CRAI)4,3404,212-1288127300.22%-83
inTEST Corporation45,58944,143-1,4463923090.09%-83
RPC Inc.(RES)277,945281,538+3,5931,6511,5480.46%-103
American Eagle Outfitters0237,415+237,41502,7590.83%+2,759
Paysign111,458107,927-3,5313372290.07%-108
Insteel Industries, Inc.126,077124,797-1,2803,4053,2820.98%-123
Texas Roadhouse Inc.(TXRH)9,3269,256-701,6831,5420.46%-140
Franklin Electric Co.(FELE)32,37532,096-2793,1553,0130.90%-142
Wesbanco Inc.(WSBC)99,73198,979-7523,2453,0640.92%-181
MYR Group(MYRG)4,9784,832-1467415460.16%-194
iRadimed Corporation(IRMD)61,89961,156-7433,4043,2090.96%-195
Maxiums Inc.(MMS)028,293+28,29301,9290.58%+1,929
Neogen Corporation(NEOG)0430,758+430,75803,7351.12%+3,735
Barrett Business Services Inc83,26982,227-1,0423,6173,3841.01%-234
Healthcare Services Group, Inc(HCSG)169,005171,424+2,4191,9631,7280.52%-235
Franklin Covey Co.(FC)7,2340-7,2342720-272
Photronics(PLAB)90,24589,233-1,0122,1261,8520.56%-274
Ensign Group Inc.(ENSG)77,30877,210-9810,2719,9913.00%-280
Quaker Chemical Corporation(KWR)16,10716,013-942,2671,9790.59%-288
YETI Holdings(YETI)58,13258,887+7552,2391,9490.58%-290
Synaptics Incorporated(SYNA)22,51122,317-1941,7181,4220.43%-296
UFP Industries Inc.(UFPI)056,123+56,12306,0071.80%+6,007
SiteOne Landscape Supply, Inc(SITE)26,82026,589-2313,5343,2290.97%-305
Hope Bancorp, Inc.(HOPE)193,789196,653+2,8642,3822,0590.62%-323
Qualys Inc.(QLYS)21,39621,221-1753,0002,6720.80%-328
Supernus Pharmaceuticals Inc.(SUPN)94,99794,180-8173,4353,0840.93%-351
Omnicell, Inc.(OMCL)39,48640,136+6501,7581,4030.42%-355
Lakeland Financial Corporation(LKFN)37,03536,777-2582,5472,1860.66%-361
Onto Innovation Inc.(ONTO)8,1658,089-761,3619820.29%-379
Conmed Corp(CNMD)44,05643,642-4143,0152,6360.79%-380
Exponent Inc(EXPO)053,545+53,54504,3401.30%+4,340
Dorman Products Inc.(DORM)49,20849,311+1036,3755,9441.78%-431
La-Z-Boy Incorporated(LZB)97,35996,705-6544,2423,7801.13%-462
Boise Cascade Company(BCC)21,52821,359-1692,5592,0950.63%-464
CBIZ Inc(CBZ)84,47984,591+1126,9136,4171.92%-496
Fabrinet(FN)23,95724,071+1145,2684,7541.43%-513
Badger Meter Inc.28,11728,202+855,9645,3651.61%-599
Rogers Corporation(ROG)19,89420,208+3142,0211,3650.41%-657
NVE Corporation36,99236,553-4393,0122,3300.70%-682
Jack in the Box Inc.49,41749,770+3532,0581,3530.41%-704
MasTec, Inc.(MTZ)38,96938,792-1775,3054,5271.36%-778
Ziff Davis, Inc.(ZD)50,52451,182+6582,7451,9230.58%-822
Modine Manufacturing Co.(MOD)46,16158,261+12,1005,3514,4721.34%-880
Albany International Corp82,62582,734+1096,6085,7121.71%-896
Shutterstock Inc.29,8380-29,8389060-906
Donnely Financial(DFIN)48,16047,523-6373,0212,0770.62%-944
Glacier Bancorp Inc.(GBCI)161,370161,558+1888,1047,1442.14%-960
Diodes Inc.(DIOD)92,834109,946+17,1125,7254,7461.42%-979
Addus HomeCare Corp36,45136,110-3414,5693,5711.07%-998
Evercore Inc.(EVR)13,02212,949-733,6102,5860.78%-1,023
Cactus, Inc(WHD)82,14681,702-4444,7943,7441.12%-1,050
Select Energy Services, Inc.(WTTR)387,008382,202-4,8065,1244,0131.20%-1,111
Globus Medical, Inc.(GMED)116,875116,729-1469,6678,5452.56%-1,122
Shake Shack Inc.(SHAK)27,49527,291-2043,5692,4060.72%-1,163
Performance Food Group(PFGC)94,44286,045-8,3977,9856,7662.03%-1,219
Ultra Clean Holdings(UCTT)84,07183,273-7983,0221,7830.53%-1,239
Lithia Motors, Inc.(LAD)21,18021,202+227,5706,2241.87%-1,347
Kulicke Soffa(KLIC)100,54599,666-8794,6913,2870.99%-1,404
iShares Russell 2000 Growth ET5,0680-5,0681,4590-1,459
Exlservice Holdings Inc.(EXLS)165,879122,969-42,9107,3625,8051.74%-1,556
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