Fund HoldingsBridge City Capital, LLC

Total Portfolio Value
$197.82M
Total Bought
$16.58M
Total Sold
$31.45M
Net Transaction
-$14.86M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CBIZ Inc(CBZ)040,065+40,06502,0791.05%+2,079
Jack in the Box Inc.024,801+24,80101,7130.87%+1,713
iRadimed Corporation(IRMD)028,172+28,17201,2500.63%+1,250
Sterling Construction Co(STRL)38,87340,786+1,9132,1692,9971.52%+828
YETI Holdings(YETI)33,78344,008+10,2251,3122,1221.07%+810
Insteel Industries, Inc.64,83786,851+22,0142,0182,8191.43%+801
MillerKnoll, Inc.(MLKN)80,99380,456-5371,1971,9670.99%+770
American Eagle Outfitters150,465149,445-1,0201,7752,4821.25%+707
Dril-Quip, Inc.100,511103,478+2,9672,3392,9151.47%+576
DMC Global Inc.76,38278,867+2,4851,3571,9300.98%+573
Gentherm Inc.(THRM)28,48440,039+11,5551,6102,1731.10%+563
MACOM Tech Solutions(MTSI)34,72934,492-2372,2762,8141.42%+538
Ollie's Bargain Outlet Holding(OLLI)27,61127,432-1791,6002,1171.07%+518
Exlservice Holdings Inc.(EXLS)10,45072,873+62,4231,5792,0431.03%+465
Cactus, Inc(WHD)61,41861,020-3982,5993,0641.55%+465
Exponent Inc(EXPO)18,34524,922+6,5771,7122,1331.08%+421
Casey's General Stores(CASY)15,53715,433-1043,7894,1902.12%+401
Albany International Corp22,43328,803+6,3702,0932,4851.26%+393
RPC Inc.(RES)211,873210,468-1,4051,5151,8820.95%+367
Coherus Biosciences166,176276,224+110,0487101,0330.52%+324
MEDNAX, Inc.(MD)80,276112,657+32,3811,1411,4320.72%+291
Dorman Products Inc.(DORM)22,23126,971+4,7401,7522,0431.03%+291
Onto Innovation Inc.(ONTO)25,82825,656-1723,0083,2721.65%+263
Qualys Inc.(QLYS)11,14111,068-731,4391,6880.85%+249
RBC Bearings Incorporated(RBC)13,69713,608-892,9793,1861.61%+207
UFP Industries Inc.(UFPI)39,53739,273-2643,8374,0222.03%+184
A10 Networks Inc.236,899242,222+5,3233,4563,6411.84%+184
La-Z-Boy Incorporated(LZB)87,81787,235-5822,5152,6941.36%+179
Evercore Inc.(EVR)9,7349,671-631,2031,3330.67%+130
BGSF, Inc012,313+12,31301180.06%+118
Accuray Inc.033,846+33,8460920.05%+92
Kulicke Soffa(KLIC)29,68838,150+8,4621,7651,8550.94%+90
Quipt Home Medical Corp014,484+14,4840740.04%+74
WD-40 CO COM(WDFC)5,2895,255-349981,0680.54%+70
Paysign031,071+31,0710610.03%+61
Synaptics Incorporated(SYNA)16,82316,707-1161,4361,4940.76%+58
Hope Bancorp, Inc.(HOPE)147,915146,951-9641,2451,3010.66%+55
J&J Snack Foods Corp.(JJSF)12,38512,302-831,9612,0131.02%+52
Amedisys Inc.26,31826,140-1782,4072,4411.23%+35
Select Energy Services, Inc.(WTTR)209,315216,935+7,6201,6951,7250.87%+29
Aris Water Solutions80,98986,512+5,5238368630.44%+28
Medpace Holdings Inc.(MEDP)20,91020,770-1405,0225,0292.54%+7
EVERTEC, Inc(EVTC)51,51751,184-3331,8971,9030.96%+6
OSI Systems, Inc.(OSIS)18,50118,379-1222,1802,1691.10%-11
ACI Worldwide Inc.34,47634,248-2287997730.39%-26
Lakeland Financial Corporation(LKFN)19,80319,673-1309619340.47%-27
Phibro Animal Health Corporati(PAHC)102,481107,221+4,7401,4041,3690.69%-35
LTC Properties, Inc.(LTC)33,28433,062-2221,0991,0620.54%-37
Globus Medical, Inc.(GMED)45,62153,031+7,4102,7162,6331.33%-83
Vishay Precision Group(VPG)54,21357,478+3,2652,0141,9300.98%-84
Supernus Pharmaceuticals Inc.(SUPN)62,82865,297+2,4691,8891,8000.91%-88
Performance Food Group(PFGC)54,23753,873-3643,2673,1711.60%-96
SiteOne Landscape Supply, Inc(SITE)20,03319,897-1363,3533,2521.64%-101
Wesbanco Inc.(WSBC)74,53474,033-5011,9091,8080.91%-101
California Water Service Group(CWT)25,84025,672-1681,3341,2150.61%-120
Zynex131,291140,532+9,2411,2591,1240.57%-135
Addus HomeCare Corp18,81518,690-1251,7441,5920.80%-152
Corcept Therapeutics Inc(CORT)60,63243,485-17,1471,3491,1850.60%-164
Ensign Group Inc.(ENSG)57,55357,167-3865,4945,3132.69%-181
Ziff Davis, Inc.(ZD)30,32830,127-2012,1251,9190.97%-206
Easterly Government Properties(DEA)73,08372,590-4931,0608300.42%-230
NVE Corporation22,63223,950+1,3182,2051,9670.99%-238
Consensus Cloud Solutions Inc.46,26247,223+9611,4341,1890.60%-245
iShares Russell 2000 Growth ET1,0130-1,0132460-246
Medifast, Inc16,10916,538+4291,4851,2380.63%-247
Shutterstock Inc.22,82722,673-1541,1118630.44%-248
Landstar System, Inc.(LSTR)14,92114,820-1012,8732,6221.33%-251
Glacier Bancorp Inc.(GBCI)92,04791,428-6192,8692,6061.32%-263
Franklin Electric Co.(FELE)18,86518,741-1241,9411,6720.85%-269
Amphastar Pharma Inc.(AMPH)22,81422,659-1551,3111,0420.53%-269
First Financial Bankshares, In(FFIN)77,14576,627-5182,1981,9250.97%-273
TTEC Holdings Inc.35,04834,818-2301,1869130.46%-273
Photronics(PLAB)71,46874,993+3,5251,8431,5160.77%-328
Tandem Diabetes Care, Inc(TNDM)13,4690-13,4693310-331
Lumentum Holdings Inc.(LITE)28,85128,667-1841,6371,2950.65%-342
Tetra Tech Inc.(TTEK)28,27428,087-1874,6304,2702.16%-360
AMN Healthcare Services Inc.15,52815,423-1051,6941,3140.66%-381
Getty Realty Corp(GTY)63,58963,157-4322,1511,7510.89%-399
Quaker Chemical Corporation(KWR)12,06811,986-822,3521,9180.97%-434
Neogen Corporation(NEOG)132,671131,775-8962,8862,4431.24%-442
Century Communities, Inc.(CCS)45,23944,942-2973,4663,0011.52%-465
Diodes Inc.(DIOD)33,03732,818-2193,0562,5871.31%-468
Rogers Corporation(ROG)15,21515,113-1022,4641,9871.00%-477
Axcelis Technologies Inc.23,58723,426-1614,3243,8201.93%-505
Shake Shack Inc.(SHAK)25,78225,615-1672,0041,4870.75%-516
Perficient, Inc.22,80122,651-1501,9001,3110.66%-589
Healthcare Services Group, Inc(HCSG)129,010128,149-8611,9261,3370.68%-590
Lemaitre Vascular Inc.(LMAT)57,11158,861+1,7503,8423,2071.62%-636
Lithia Motors, Inc.(LAD)12,23310,320-1,9133,7203,0481.54%-672
Methode Electronics, Inc.108,800130,070+21,2703,6472,9721.50%-675
Cracker Barrel Old Country Sto7,4880-7,4886980-698
Ameresco, Inc70,39269,918-4743,4232,6961.36%-727
Boise Cascade Company(BCC)26,41815,983-10,4352,3871,6470.83%-740
Comfort Systems USA Inc.(FIX)37,18731,205-5,9826,1065,3182.69%-788
Cambium Network Corp111,040114,981+3,9411,6908430.43%-847
Omnicell, Inc.(OMCL)30,21230,010-2022,2261,3520.68%-874
US Physical Therapy Inc.(USPH)31,03631,372+3363,7672,8781.45%-890
Computer Programs & Systems In42,1600-42,1601,0410-1,041
Coherent Corp(COHR)63,61763,207-4103,2432,0631.04%-1,180
MasTec, Inc.(MTZ)29,16828,979-1893,4412,0861.05%-1,355
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