Bridge City Capital, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Onto Innovation Inc(ONTO) | 16,246 | 47,342 | +31,096 | 1,639,709 | 6,117,533 | 1.63% | +4,477,824 |
| Pacira Biosciences Inc(PCRX) | 169,673 | 311,444 | +141,771 | 4,055,185 | 8,025,912 | 2.14% | +3,970,727 |
| CRA Intl Inc(CRAI) | 4,108 | 18,256 | +14,148 | 769,716 | 3,806,924 | 1.02% | +3,037,208 |
| Krystal Biotech Inc(KRYS) | 0 | 14,154 | +14,154 | 0 | 2,498,606 | 0.67% | +2,498,606 |
| Harmony Biosciences Holdings I(HRMY) | 162,664 | 259,943 | +97,279 | 5,140,182 | 7,164,029 | 1.91% | +2,023,847 |
| Blackline Inc(BL) | 0 | 35,988 | +35,988 | 0 | 1,910,963 | 0.51% | +1,910,963 |
| Pediatrix Medical Group Inc(MD) | 148,543 | 236,929 | +88,386 | 2,131,592 | 3,968,561 | 1.06% | +1,836,969 |
| Credo Technology Group Holding | 34,677 | 34,100 | -577 | 3,210,743 | 4,965,301 | 1.33% | +1,754,558 |
| Dorman Prods Inc(DORM) | 48,786 | 49,009 | +223 | 5,984,579 | 7,639,523 | 2.04% | +1,654,944 |
| ACI Worldwide Inc | 107,800 | 123,959 | +16,159 | 4,949,098 | 6,541,316 | 1.75% | +1,592,218 |
| Century Communities Inc(CCS) | 73,258 | 88,314 | +15,056 | 4,125,891 | 5,596,458 | 1.49% | +1,470,567 |
| Jack in the Box Inc | 49,007 | 110,996 | +61,989 | 855,662 | 2,194,391 | 0.59% | +1,338,729 |
| PDF Solutions Inc(PDFS) | 83,747 | 116,832 | +33,085 | 1,790,511 | 3,016,602 | 0.81% | +1,226,091 |
| Glacier Bancorp Inc(GBCI) | 169,598 | 173,063 | +3,465 | 7,306,282 | 8,422,976 | 2.25% | +1,116,694 |
| Catalyst Pharmaceuticals Inc(CPRX) | 115,881 | 182,296 | +66,415 | 2,514,618 | 3,591,231 | 0.96% | +1,076,613 |
| Modine Manufacturing Co(MOD) | 57,653 | 47,449 | -10,204 | 5,678,821 | 6,745,350 | 1.80% | +1,066,529 |
| First Financial Bankshares Inc(FFIN) | 117,303 | 155,831 | +38,528 | 4,220,562 | 5,243,713 | 1.40% | +1,023,151 |
| Ensign Group Inc(ENSG) | 72,787 | 70,893 | -1,894 | 11,228,123 | 12,248,184 | 3.27% | +1,020,061 |
| Aris Water Solutions Inc | 174,261 | 202,015 | +27,754 | 4,121,273 | 4,981,690 | 1.33% | +860,417 |
| American Eagle Outfitters Inc | 234,248 | 180,914 | -53,334 | 2,253,466 | 3,095,439 | 0.83% | +841,973 |
| Evercore Inc(EVR) | 12,767 | 12,563 | -204 | 3,447,345 | 4,237,751 | 1.13% | +790,406 |
| ExlService Holdings Inc(EXLS) | 121,686 | 138,822 | +17,136 | 5,328,630 | 6,112,333 | 1.63% | +783,703 |
| Select Water Solutions Inc(WTTR) | 378,892 | 373,357 | -5,535 | 3,273,627 | 3,991,186 | 1.07% | +717,559 |
| Ultra Clean Holdings Inc(UCTT) | 82,116 | 93,935 | +11,819 | 1,853,358 | 2,559,729 | 0.68% | +706,371 |
| Iradimed Corp(IRMD) | 60,178 | 59,345 | -833 | 3,598,043 | 4,222,990 | 1.13% | +624,947 |
| Supernus Pharmaceuticals Inc(SUPN) | 92,733 | 72,816 | -19,917 | 2,922,944 | 3,479,877 | 0.93% | +556,933 |
| Gentherm Inc(THRM) | 100,629 | 99,093 | -1,536 | 2,846,794 | 3,375,108 | 0.90% | +528,314 |
| Kulicke & Soffa Industries Inc(KLIC) | 98,265 | 96,565 | -1,700 | 3,399,969 | 3,924,402 | 1.05% | +524,433 |
| Innovex International Inc(INVX) | 196,205 | 193,301 | -2,904 | 3,064,722 | 3,583,801 | 0.96% | +519,079 |
| Photronics Inc(PLAB) | 137,421 | 135,357 | -2,064 | 2,587,637 | 3,106,443 | 0.83% | +518,806 |
| NVE Corp | 35,964 | 47,495 | +11,531 | 2,647,310 | 3,099,999 | 0.83% | +452,689 |
| Amphastar Pharmaceuticals Inc(AMPH) | 138,644 | 136,258 | -2,386 | 3,183,266 | 3,631,276 | 0.97% | +448,010 |
| Consensus Cloud Solutions Inc | 71,522 | 70,541 | -981 | 1,649,297 | 2,071,789 | 0.55% | +422,492 |
| Evertec Inc(EVTC) | 67,510 | 84,089 | +16,579 | 2,433,736 | 2,840,526 | 0.76% | +406,790 |
| Maximus Inc(MMS) | 27,895 | 25,597 | -2,298 | 1,958,229 | 2,338,798 | 0.62% | +380,569 |
| Donnelley Financial Solutions(DFIN) | 47,659 | 64,357 | +16,698 | 2,938,177 | 3,309,881 | 0.88% | +371,704 |
| Eton Pharmaceuticals Inc(ETON) | 0 | 16,673 | +16,673 | 0 | 362,304 | 0.10% | +362,304 |
| Ziff Davis Inc(ZD) | 50,467 | 49,591 | -876 | 1,527,636 | 1,889,417 | 0.50% | +361,781 |
| Badger Meter Inc | 24,170 | 35,149 | +10,979 | 5,920,442 | 6,276,908 | 1.68% | +356,466 |
| Lemaitre Vascular Inc(LMAT) | 73,549 | 73,858 | +309 | 6,108,244 | 6,463,314 | 1.73% | +355,070 |
| Vishay Precision Group Inc(VPG) | 90,418 | 89,301 | -1,117 | 2,540,746 | 2,862,097 | 0.76% | +321,351 |
| Rogers Corp(ROG) | 29,122 | 28,625 | -497 | 1,994,275 | 2,303,168 | 0.62% | +308,893 |
| Electromed Inc | 0 | 12,030 | +12,030 | 0 | 295,337 | 0.08% | +295,337 |
| Franklin Covey Co | 0 | 15,080 | +15,080 | 0 | 292,703 | 0.08% | +292,703 |
| Quaker Houghton(KWR) | 15,792 | 15,532 | -260 | 1,767,756 | 2,046,341 | 0.55% | +278,585 |
| US Physical Therapy(USPH) | 49,990 | 49,200 | -790 | 3,909,218 | 4,179,540 | 1.12% | +270,322 |
| Healthcare Services Group Inc(HCSG) | 168,989 | 166,297 | -2,692 | 2,539,905 | 2,798,779 | 0.75% | +258,874 |
| Pennant Group Inc | 0 | 9,871 | +9,871 | 0 | 248,947 | 0.07% | +248,947 |
| Park Aerospace Corp | 33,712 | 36,719 | +3,007 | 497,926 | 746,864 | 0.20% | +248,938 |
| Corcept Therapeutics Inc(CORT) | 19,542 | 19,211 | -331 | 1,434,383 | 1,596,626 | 0.43% | +162,243 |
| Barrett Business Services Inc | 80,963 | 79,763 | -1,200 | 3,375,347 | 3,535,096 | 0.94% | +159,749 |
| Siteone Landscape Supply Inc(SITE) | 26,221 | 25,797 | -424 | 3,171,168 | 3,322,654 | 0.89% | +151,486 |
| SPS Communications Inc(SPSC) | 20,554 | 28,224 | +7,670 | 2,797,194 | 2,939,247 | 0.78% | +142,053 |
| RBC Bearings Inc(RBC) | 18,956 | 19,025 | +69 | 7,294,269 | 7,425,267 | 1.98% | +130,998 |
| Plexus Corp(PLXS) | 18,043 | 17,739 | -304 | 2,441,398 | 2,566,656 | 0.69% | +125,258 |
| Franklin Electric Inc(FELE) | 31,652 | 31,105 | -547 | 2,840,450 | 2,961,196 | 0.79% | +120,746 |
| Addus Homecare Corp | 35,570 | 35,670 | +100 | 4,097,308 | 4,208,703 | 1.12% | +111,395 |
| Bankwell Financial Group Inc | 12,809 | 12,809 | 0 | 461,508 | 566,798 | 0.15% | +105,290 |
| iShares | 754 | 989 | +235 | 215,538 | 316,520 | 0.08% | +100,982 |
| Investors Title Co NC | 1,776 | 1,776 | 0 | 375,269 | 475,666 | 0.13% | +100,397 |
| Pjt Partners Inc(PJT) | 10,325 | 10,147 | -178 | 1,703,728 | 1,803,426 | 0.48% | +99,698 |
| Yeti Holdings Inc(YETI) | 83,569 | 82,095 | -1,474 | 2,634,095 | 2,723,912 | 0.73% | +89,817 |
| J & J Snack Foods Corp(JJSF) | 22,539 | 27,524 | +4,985 | 2,556,148 | 2,644,781 | 0.71% | +88,633 |
| Synaptics Inc(SYNA) | 34,385 | 33,835 | -550 | 2,228,836 | 2,312,284 | 0.62% | +83,448 |
| LTC Properties Inc(LTC) | 43,609 | 42,912 | -697 | 1,509,307 | 1,581,736 | 0.42% | +72,429 |
| Utah Med Prods Inc | 4,984 | 5,630 | +646 | 283,689 | 354,521 | 0.09% | +70,832 |
| Lakeland Financial Corp(LKFN) | 36,262 | 35,675 | -587 | 2,228,300 | 2,290,335 | 0.61% | +62,035 |
| HealthStream Inc | 58,977 | 59,913 | +936 | 1,631,894 | 1,691,943 | 0.45% | +60,049 |
| Diodes Inc(DIOD) | 108,824 | 109,231 | +407 | 5,755,701 | 5,812,182 | 1.55% | +56,481 |
| Onespan Inc | 17,430 | 21,824 | +4,394 | 290,907 | 346,783 | 0.09% | +55,876 |
| Quipt Home Medical Corp | 52,199 | 52,199 | 0 | 93,436 | 136,239 | 0.04% | +42,803 |
| Accuray Inc | 133,156 | 133,156 | 0 | 182,424 | 222,371 | 0.06% | +39,947 |
| Fabrinet(FN) | 23,812 | 19,326 | -4,486 | 7,016,920 | 7,046,646 | 1.88% | +29,726 |
| inTEST Corp | 43,046 | 43,046 | 0 | 313,375 | 336,189 | 0.09% | +22,814 |
| Omnicell(OMCL) | 39,573 | 38,936 | -637 | 1,163,446 | 1,185,601 | 0.32% | +22,155 |
| Bank Marin Bancorp | 12,566 | 12,566 | 0 | 287,007 | 305,102 | 0.08% | +18,095 |
| RPC Inc(RES) | 277,576 | 273,115 | -4,461 | 1,312,934 | 1,300,027 | 0.35% | -12,907 |
| Cognex Corp(CGNX) | 85,834 | 59,752 | -26,082 | 2,722,654 | 2,706,766 | 0.72% | -15,888 |
| California Wtr Svc Group(CWT) | 45,650 | 44,878 | -772 | 2,076,162 | 2,059,451 | 0.55% | -16,711 |
| WesBanco Inc(WSBC) | 97,591 | 95,986 | -1,605 | 3,086,803 | 3,064,833 | 0.82% | -21,970 |
| Hope Bancorp Inc(HOPE) | 193,862 | 190,772 | -3,090 | 2,080,139 | 2,054,614 | 0.55% | -25,525 |
| Joint Corp | 25,979 | 25,979 | 0 | 299,798 | 247,840 | 0.07% | -51,958 |
| Getty Realty Corp(GTY) | 83,226 | 81,888 | -1,338 | 2,300,367 | 2,197,055 | 0.59% | -103,312 |
| Columbus McKinnon Corp NY | 97,866 | 96,407 | -1,459 | 1,494,414 | 1,382,476 | 0.37% | -111,938 |
| ePlus Inc(PLUS) | 53,615 | 52,693 | -922 | 3,865,642 | 3,741,730 | 1.00% | -123,912 |
| Globus Med Inc(GMED) | 115,491 | 115,975 | +484 | 6,816,279 | 6,641,888 | 1.77% | -174,391 |
| Sterling Infrastructure Inc(STRL) | 50,675 | 33,867 | -16,808 | 11,692,243 | 11,503,943 | 3.07% | -188,300 |
| Ollies Bargain Outlet Holdings(OLLI) | 36,176 | 35,597 | -579 | 4,767,273 | 4,570,655 | 1.22% | -196,618 |
| Texas Roadhouse Inc(TXRH) | 9,126 | 8,963 | -163 | 1,710,304 | 1,489,202 | 0.40% | -221,102 |
| Boise Cascade Co(BCC) | 21,061 | 20,713 | -348 | 1,828,516 | 1,601,529 | 0.43% | -226,987 |
| Conmed Corp(CNMD) | 43,030 | 42,303 | -727 | 2,241,002 | 1,989,510 | 0.53% | -251,492 |
| Exponent Inc(EXPO) | 40,600 | 39,900 | -700 | 3,033,226 | 2,772,252 | 0.74% | -260,974 |
| Albany Intl Corp | 81,862 | 102,709 | +20,847 | 5,740,982 | 5,474,390 | 1.46% | -266,592 |
| Qualys Inc(QLYS) | 20,925 | 20,567 | -358 | 2,989,555 | 2,721,631 | 0.73% | -267,924 |
| Wd 40 Co(WDFC) | 9,478 | 9,313 | -165 | 2,161,837 | 1,840,249 | 0.49% | -321,588 |
| Bgsf Inc | 50,767 | 0 | -50,767 | 323,386 | 0 | — | -323,386 |
| La-Z-Boy Inc(LZB) | 95,358 | 93,732 | -1,626 | 3,544,457 | 3,216,882 | 0.86% | -327,575 |
| Cactus Inc(WHD) | 80,550 | 79,260 | -1,290 | 3,521,646 | 3,128,392 | 0.84% | -393,254 |
| Lithia Motors Inc(LAD) | 20,979 | 21,081 | +102 | 7,087,126 | 6,661,596 | 1.78% | -425,530 |
| A10 Networks Inc | 417,931 | 419,748 | +1,817 | 8,086,965 | 7,618,426 | 2.03% | -468,539 |