Bridge City Capital as of June 30, 2023
Portfolio Holdings for Bridge City Capital
Bridge City Capital holds 95 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comfort Systems USA (FIX) | 2.9 | $6.1M | 37k | 164.20 | |
| Emcor (EME) | 2.8 | $6.0M | 32k | 184.78 | |
| Ensign (ENSG) | 2.6 | $5.5M | 58k | 95.46 | |
| Medpace Hldgs (MEDP) | 2.4 | $5.0M | 21k | 240.17 | |
| Tetra Tech (TTEK) | 2.2 | $4.6M | 28k | 163.74 | |
| Axcelis Technologies (ACLS) | 2.0 | $4.3M | 24k | 183.33 | |
| LeMaitre Vascular (LMAT) | 1.8 | $3.8M | 57k | 67.28 | |
| Ufp Industries (UFPI) | 1.8 | $3.8M | 40k | 97.05 | |
| Casey's General Stores (CASY) | 1.8 | $3.8M | 16k | 243.88 | |
| U.S. Physical Therapy (USPH) | 1.8 | $3.8M | 31k | 121.39 | |
| Lithia Motors (LAD) | 1.8 | $3.7M | 12k | 304.11 | |
| Methode Electronics (MEI) | 1.7 | $3.6M | 109k | 33.52 | |
| Century Communities (CCS) | 1.6 | $3.5M | 45k | 76.62 | |
| A10 Networks (ATEN) | 1.6 | $3.5M | 237k | 14.59 | |
| MasTec (MTZ) | 1.6 | $3.4M | 29k | 117.97 | |
| Ameres (AMRC) | 1.6 | $3.4M | 70k | 48.63 | |
| Siteone Landscape Supply (SITE) | 1.6 | $3.4M | 20k | 167.36 | |
| Performance Food (PFGC) | 1.5 | $3.3M | 54k | 60.24 | |
| Coherent Corp (COHR) | 1.5 | $3.2M | 64k | 50.98 | |
| Diodes Incorporated (DIOD) | 1.4 | $3.1M | 33k | 92.49 | |
| Onto Innovation (ONTO) | 1.4 | $3.0M | 26k | 116.47 | |
| RBC Bearings Incorporated (RBC) | 1.4 | $3.0M | 14k | 217.47 | |
| Neogen Corporation (NEOG) | 1.4 | $2.9M | 133k | 21.75 | |
| Landstar System (LSTR) | 1.4 | $2.9M | 15k | 192.54 | |
| Glacier Ban (GBCI) | 1.4 | $2.9M | 92k | 31.17 | |
| Globus Med Inc cl a (GMED) | 1.3 | $2.7M | 46k | 59.54 | |
| Cactus Inc - A (WHD) | 1.2 | $2.6M | 61k | 42.32 | |
| La-Z-Boy Incorporated (LZB) | 1.2 | $2.5M | 88k | 28.64 | |
| Rogers Corporation (ROG) | 1.2 | $2.5M | 15k | 161.93 | |
| Amedisys (AMED) | 1.1 | $2.4M | 26k | 91.44 | |
| Boise Cascade (BCC) | 1.1 | $2.4M | 26k | 90.35 | |
| Quaker Chemical Corporation (KWR) | 1.1 | $2.4M | 12k | 194.90 | |
| Dril-Quip (DRQ) | 1.1 | $2.3M | 101k | 23.27 | |
| Semtech Corporation (SMTC) | 1.1 | $2.3M | 90k | 25.46 | |
| M/a (MTSI) | 1.1 | $2.3M | 35k | 65.53 | |
| Omnicell (OMCL) | 1.1 | $2.2M | 30k | 73.67 | |
| NVE Corporation (NVEC) | 1.0 | $2.2M | 23k | 97.44 | |
| First Financial Bankshares (FFIN) | 1.0 | $2.2M | 77k | 28.49 | |
| OSI Systems (OSIS) | 1.0 | $2.2M | 19k | 117.83 | |
| Sterling Construction Company (STRL) | 1.0 | $2.2M | 39k | 55.80 | |
| Getty Realty (GTY) | 1.0 | $2.2M | 64k | 33.82 | |
| J Global (ZD) | 1.0 | $2.1M | 30k | 70.06 | |
| Albany International (AIN) | 1.0 | $2.1M | 22k | 93.28 | |
| Insteel Industries (IIIN) | 1.0 | $2.0M | 65k | 31.12 | |
| Vishay Precision (VPG) | 1.0 | $2.0M | 54k | 37.15 | |
| Shake Shack Inc cl a (SHAK) | 0.9 | $2.0M | 26k | 77.72 | |
| J&J Snack Foods (JJSF) | 0.9 | $2.0M | 12k | 158.36 | |
| Franklin Electric (FELE) | 0.9 | $1.9M | 19k | 102.90 | |
| Healthcare Services (HCSG) | 0.9 | $1.9M | 129k | 14.93 | |
| WesBan (WSBC) | 0.9 | $1.9M | 75k | 25.61 | |
| Perficient (PRFT) | 0.9 | $1.9M | 23k | 83.33 | |
| Evertec (EVTC) | 0.9 | $1.9M | 52k | 36.83 | |
| Supernus Pharmaceuticals (SUPN) | 0.9 | $1.9M | 63k | 30.06 | |
| Photronics (PLAB) | 0.9 | $1.8M | 72k | 25.79 | |
| American Eagle Outfitters (AEO) | 0.8 | $1.8M | 151k | 11.80 | |
| Kulicke and Soffa Industries (KLIC) | 0.8 | $1.8M | 30k | 59.45 | |
| Dorman Products (DORM) | 0.8 | $1.8M | 22k | 78.83 | |
| Addus Homecare Corp (ADUS) | 0.8 | $1.7M | 19k | 92.70 | |
| Exponent (EXPO) | 0.8 | $1.7M | 18k | 93.32 | |
| Select Energy Svcs Inc cl a (WTTR) | 0.8 | $1.7M | 209k | 8.10 | |
| AMN Healthcare Services (AMN) | 0.8 | $1.7M | 16k | 109.12 | |
| Cambium Networks Corp (CMBM) | 0.8 | $1.7M | 111k | 15.22 | |
| Lumentum Hldgs (LITE) | 0.8 | $1.6M | 29k | 56.73 | |
| Gentherm (THRM) | 0.8 | $1.6M | 29k | 56.51 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.8 | $1.6M | 28k | 57.93 | |
| ExlService Holdings (EXLS) | 0.7 | $1.6M | 11k | 151.06 | |
| RPC (RES) | 0.7 | $1.5M | 212k | 7.15 | |
| Medifast (MED) | 0.7 | $1.5M | 16k | 92.16 | |
| Qualys (QLYS) | 0.7 | $1.4M | 11k | 129.17 | |
| Synaptics, Incorporated (SYNA) | 0.7 | $1.4M | 17k | 85.38 | |
| Consensus Cloud Solutions In (CCSI) | 0.7 | $1.4M | 46k | 31.00 | |
| Phibro Animal Health Corporati*on Cmn Class A (PAHC) | 0.7 | $1.4M | 103k | 13.70 | |
| Dmc Global (BOOM) | 0.6 | $1.4M | 76k | 17.76 | |
| Corcept Therapeutics Incorporated (CORT) | 0.6 | $1.3M | 61k | 22.25 | |
| California Water Service (CWT) | 0.6 | $1.3M | 26k | 51.63 | |
| Yeti Hldgs (YETI) | 0.6 | $1.3M | 34k | 38.84 | |
| Amphastar Pharmaceuticals (AMPH) | 0.6 | $1.3M | 23k | 57.47 | |
| Zynex (ZYXI) | 0.6 | $1.3M | 131k | 9.59 | |
| Hope Ban (HOPE) | 0.6 | $1.2M | 148k | 8.42 | |
| Evercore Partners (EVR) | 0.6 | $1.2M | 9.7k | 123.59 | |
| Herman Miller (MLKN) | 0.6 | $1.2M | 81k | 14.78 | |
| Ttec Holdings (TTEC) | 0.6 | $1.2M | 35k | 33.84 | |
| Mednax (MD) | 0.5 | $1.1M | 80k | 14.21 | |
| Shutterstock (SSTK) | 0.5 | $1.1M | 23k | 48.67 | |
| LTC Properties (LTC) | 0.5 | $1.1M | 33k | 33.02 | |
| Easterly Government Properti reit (DEA) | 0.5 | $1.1M | 73k | 14.50 | |
| Computer Programs & Systems (TBRG) | 0.5 | $1.0M | 42k | 24.69 | |
| WD-40 Company (WDFC) | 0.5 | $998k | 5.3k | 188.65 | |
| Lakeland Financial Corporation (LKFN) | 0.5 | $961k | 20k | 48.52 | |
| Aris Water Solution Inc-a (ARIS) | 0.4 | $836k | 81k | 10.32 | |
| ACI Worldwide (ACIW) | 0.4 | $799k | 35k | 23.17 | |
| Coherus Biosciences (CHRS) | 0.3 | $710k | 166k | 4.27 | |
| Cracker Barrel Old Country Store (CBRL) | 0.3 | $698k | 7.5k | 93.18 | |
| Tandem Diabetes Care (TNDM) | 0.2 | $331k | 14k | 24.54 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $246k | 1.0k | 242.66 |
