Bridge City Capital as of Sept. 30, 2018
Portfolio Holdings for Bridge City Capital
Bridge City Capital holds 93 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ensign (ENSG) | 2.8 | $4.5M | 118k | 37.92 | |
| U.S. Physical Therapy (USPH) | 2.3 | $3.7M | 31k | 118.61 | |
| Sleep Number Corp (SNBR) | 2.2 | $3.6M | 98k | 36.78 | |
| Emcor (EME) | 2.2 | $3.5M | 47k | 75.12 | |
| Masimo Corporation (MASI) | 2.0 | $3.3M | 26k | 124.54 | |
| Haemonetics Corporation (HAE) | 2.0 | $3.3M | 29k | 114.59 | |
| Wolverine World Wide (WWW) | 2.0 | $3.2M | 83k | 39.04 | |
| Woodward Governor Company (WWD) | 1.8 | $2.8M | 35k | 80.86 | |
| Herman Miller (MLKN) | 1.7 | $2.7M | 70k | 38.40 | |
| Cambrex Corporation | 1.6 | $2.7M | 39k | 68.41 | |
| RBC Bearings Incorporated (RBC) | 1.6 | $2.6M | 17k | 150.35 | |
| iRobot Corporation (IRBT) | 1.6 | $2.6M | 24k | 109.91 | |
| Syntel | 1.6 | $2.5M | 62k | 40.98 | |
| Comfort Systems USA (FIX) | 1.5 | $2.5M | 44k | 56.40 | |
| WD-40 Company (WDFC) | 1.5 | $2.5M | 14k | 172.07 | |
| Tetra Tech (TTEK) | 1.5 | $2.4M | 35k | 68.29 | |
| Integrated Device Technology | 1.5 | $2.4M | 51k | 47.01 | |
| Methode Electronics (MEI) | 1.5 | $2.3M | 65k | 36.20 | |
| Natus Medical | 1.5 | $2.4M | 66k | 35.65 | |
| Supernus Pharmaceuticals (SUPN) | 1.4 | $2.3M | 46k | 50.35 | |
| Globus Med Inc cl a (GMED) | 1.4 | $2.3M | 40k | 56.76 | |
| Semtech Corporation (SMTC) | 1.4 | $2.3M | 41k | 55.60 | |
| Five Below (FIVE) | 1.4 | $2.2M | 17k | 130.06 | |
| Mednax (MD) | 1.4 | $2.2M | 47k | 46.67 | |
| BJ's Restaurants (BJRI) | 1.3 | $2.2M | 30k | 72.20 | |
| J Global (ZD) | 1.3 | $2.2M | 26k | 82.85 | |
| KapStone Paper and Packaging | 1.3 | $2.1M | 62k | 33.91 | |
| LHC | 1.3 | $2.1M | 20k | 102.97 | |
| Universal Forest Products | 1.3 | $2.0M | 57k | 35.34 | |
| Axon Enterprise (AXON) | 1.3 | $2.0M | 30k | 68.44 | |
| Fair Isaac Corporation (FICO) | 1.2 | $2.0M | 8.7k | 228.60 | |
| Raven Industries | 1.2 | $2.0M | 43k | 45.76 | |
| Glacier Ban (GBCI) | 1.2 | $1.9M | 44k | 43.10 | |
| Ii-vi | 1.2 | $1.9M | 40k | 47.30 | |
| Quaker Chemical Corporation (KWR) | 1.1 | $1.8M | 9.1k | 202.17 | |
| Gentherm (THRM) | 1.1 | $1.8M | 40k | 45.44 | |
| Entegris (ENTG) | 1.1 | $1.8M | 62k | 28.96 | |
| Virtusa Corporation | 1.1 | $1.8M | 33k | 53.70 | |
| Lithia Motors (LAD) | 1.1 | $1.8M | 22k | 81.64 | |
| First Financial Bankshares (FFIN) | 1.1 | $1.8M | 30k | 59.10 | |
| Jack in the Box (JACK) | 1.1 | $1.7M | 21k | 83.83 | |
| Dorman Products (DORM) | 1.1 | $1.7M | 22k | 76.93 | |
| American Eagle Outfitters (AEO) | 1.0 | $1.7M | 67k | 24.83 | |
| Anixter International | 1.0 | $1.7M | 24k | 70.30 | |
| Neogen Corporation (NEOG) | 1.0 | $1.6M | 22k | 71.51 | |
| Omnicell (OMCL) | 1.0 | $1.6M | 22k | 71.89 | |
| Hope Ban (HOPE) | 1.0 | $1.6M | 97k | 16.17 | |
| Healthcare Services (HCSG) | 1.0 | $1.5M | 38k | 40.63 | |
| WesBan (WSBC) | 0.9 | $1.5M | 34k | 44.57 | |
| Shake Shack Inc cl a (SHAK) | 0.9 | $1.5M | 24k | 63.03 | |
| Landstar System (LSTR) | 0.9 | $1.5M | 12k | 121.99 | |
| Diodes Incorporated (DIOD) | 0.9 | $1.5M | 44k | 33.28 | |
| Luminex Corporation | 0.9 | $1.5M | 48k | 30.31 | |
| Green Dot Corporation (GDOT) | 0.9 | $1.4M | 16k | 88.84 | |
| Boise Cascade (BCC) | 0.9 | $1.4M | 38k | 36.80 | |
| Navigant Consulting | 0.8 | $1.4M | 60k | 23.05 | |
| La-Z-Boy Incorporated (LZB) | 0.8 | $1.4M | 43k | 31.61 | |
| Monro Muffler Brake (MNRO) | 0.8 | $1.4M | 19k | 69.61 | |
| Granite Construction (GVA) | 0.8 | $1.3M | 29k | 45.71 | |
| Nic | 0.8 | $1.3M | 87k | 14.80 | |
| Perficient (PRFT) | 0.8 | $1.3M | 48k | 26.64 | |
| Ies Hldgs (IESC) | 0.8 | $1.3M | 65k | 19.50 | |
| AMN Healthcare Services (AMN) | 0.8 | $1.2M | 22k | 54.72 | |
| Rogers Corporation (ROG) | 0.7 | $1.2M | 8.0k | 147.28 | |
| Oclaro | 0.7 | $1.2M | 134k | 8.94 | |
| Rudolph Technologies | 0.7 | $1.2M | 48k | 24.45 | |
| Insteel Industries (IIIN) | 0.7 | $1.2M | 33k | 35.89 | |
| Computer Programs & Systems (TBRG) | 0.7 | $1.2M | 43k | 26.85 | |
| HMS Holdings | 0.7 | $1.2M | 35k | 32.80 | |
| CoreSite Realty | 0.7 | $1.2M | 10k | 111.18 | |
| MasTec (MTZ) | 0.7 | $1.1M | 25k | 44.67 | |
| NVE Corporation (NVEC) | 0.7 | $1.1M | 11k | 105.84 | |
| Amneal Pharmaceuticals (AMRX) | 0.7 | $1.1M | 50k | 22.19 | |
| NCI Building Systems | 0.7 | $1.1M | 73k | 15.15 | |
| Electro Scientific Industries | 0.7 | $1.1M | 62k | 17.44 | |
| J&J Snack Foods (JJSF) | 0.7 | $1.1M | 7.1k | 150.94 | |
| City Office Reit (CIO) | 0.7 | $1.1M | 85k | 12.62 | |
| Cheesecake Factory Incorporated (CAKE) | 0.6 | $1.0M | 19k | 53.53 | |
| ACI Worldwide (ACIW) | 0.6 | $992k | 35k | 28.14 | |
| Evercore Partners (EVR) | 0.6 | $989k | 9.8k | 100.60 | |
| OSI Systems (OSIS) | 0.6 | $990k | 13k | 76.28 | |
| B&G Foods (BGS) | 0.6 | $981k | 36k | 27.46 | |
| Dril-Quip (DRQ) | 0.6 | $962k | 18k | 52.28 | |
| Beacon Roofing Supply (BECN) | 0.6 | $952k | 26k | 36.19 | |
| Francescas Hldgs Corp | 0.6 | $948k | 255k | 3.71 | |
| Lakeland Financial Corporation (LKFN) | 0.6 | $935k | 20k | 46.47 | |
| Ttec Holdings (TTEC) | 0.6 | $925k | 36k | 25.89 | |
| Century Communities (CCS) | 0.5 | $816k | 31k | 26.24 | |
| Lumentum Hldgs (LITE) | 0.5 | $810k | 14k | 59.95 | |
| LTC Properties (LTC) | 0.5 | $793k | 18k | 44.12 | |
| Tupperware Brands Corporation | 0.4 | $642k | 19k | 33.48 | |
| Park City (TRAK) | 0.3 | $511k | 51k | 10.11 | |
| iShares Russell 2000 Growth Index (IWO) | 0.2 | $283k | 1.3k | 215.37 |
