Bridge City Capital
LAKE OSWEGO, ORfiles as Bridge City Capital, LLC
$438m in 114 US stocks at the end of 30 June 2026. The top 10 are 24.0% of the money. It changed about 17.2% of the portfolio this quarter.
Value
$438m
Stocks
114
Top 10 share
24.0%
Turnover
17.2%
What changed this quarter
New
Bought for the first time this quarter.
- Harmony Biosciences HoldingsHRMY1.7% of the fund
- ANI PharmaceuticalsANIP0.6% of the fund
- ArganAGX0.6% of the fund
- MoogMOG-A0.6% of the fund
- Kodiak Gas ServicesKGS0.6% of the fund
- WingstopWING0.5% of the fund
- StoneX GroupSNEX0.5% of the fund
- Paycom SoftwarePAYC0.4% of the fund
- InterDigitalIDCC0.4% of the fund
- Pursuit Attractions & HospitalityPRSU<0.1% of the fund
- Red VioletRDVT<0.1% of the fund
- Ishares TRIWO<0.1% of the fund
Added
Bought more of a stock they already held.
- Kulicke & Soffa IndustriesKLIC3.0% of the fund+5%
- Vishay Precision GroupVPG2.7% of the fund+38%
- Century CommunitiesCCS2.2% of the fund+31%
- Addus HomeCareADUS2.0% of the fund+11%
- Lemaitre VascularLMAT1.9% of the fund+23%
- Dorman ProductsDORM1.8% of the fund+25%
- ACI WorldwideACIW1.8% of the fund+13%
- CRA InternationalCRAI1.7% of the fund+59%
- Globus MedicalGMED1.7% of the fund+43%
- Landstar SystemLSTR1.7% of the fund+53%
- OSI SystemsOSIS1.7% of the fund+48%
- SiteOne Landscape SupplySITE1.6% of the fund+44%
- EplusPLUS1.5% of the fund+19%
- Lithia MotorsLAD1.5% of the fund+12%
- U S Physical TherapyUSPH1.1% of the fund+28%
- Insteel IndustriesIIIN1.0% of the fund+56%
- Donnelley Financial SolutionsDFIN0.9% of the fund+30%
- Supernus PharmaceuticalsSUPN0.8% of the fund+24%
- Grand Canyon EducationLOPE0.7% of the fund+30%
- HawkinsHWKN0.7% of the fund+30%
- Napco Security TechnologiesNSSC0.7% of the fund+44%
- Eton PharmaceuticalsETON0.7% of the fund+317%
- Ollie's Bargain Outlet HoldingsOLLI0.7% of the fund+25%
- Lakeland FinancialLKFN0.6% of the fund+37%
- Armstrong World IndustriesAWI0.6% of the fund+46%
Cut
Sold some of their stake.
- Onto InnovationONTO3.5% of the fund-10%
- A10 NetworksATEN2.5% of the fund-26%
- Diodes INC /delDIOD2.2% of the fund-27%
- Pacira BioSciencesPCRX1.8% of the fund-22%
- Ultra Clean HoldingsUCTT1.7% of the fund-37%
- IradimedIRMD1.5% of the fund-2%
- Select Water SolutionsWTTR1.4% of the fund-3%
- PDF SolutionsPDFS1.2% of the fund-24%
- RBC BearingsRBC1.0% of the fund-62%
- UFP TechnologiesUFPT1.0% of the fund-15%
- NVENVEC1.0% of the fund-3%
- Innovex InternationalINVX0.9% of the fund-3%
- Sterling InfrastructureSTRL0.9% of the fund-83%
- Badger MeterBMI0.9% of the fund-35%
- Ensign GroupENSG0.7% of the fund-67%
- Consensus Cloud SolutionsCCSI0.7% of the fund-3%
- Pennant GroupPNTG0.5% of the fund-3%
- GenthermTHRM0.5% of the fund-3%
- HealthstreamHSTM0.3% of the fund-3%
- IntestINTT0.2% of the fund-9%
- Park AerospacePKE0.2% of the fund-37%
- Bankwell Financial GroupBWFG0.1% of the fund-9%
- Utah Medical ProductsUTMD0.1% of the fund-9%
- Bank of Marin BancorpBMRC<0.1% of the fund-9%
- Investors TitleITIC<0.1% of the fund-9%
Sold out
Sold their entire stake.
- MACOM Technology Solutions HoldingsMTSI-100%
- FabrinetFN-100%
- Credo Technology Group HoldingCRDO-100%
- La-Z-BoyLZB-100%
- Shake ShackSHAK-100%
- BlacklineBL-100%
Holdings
- Catalyst Pharmaceuticals
- Share
- 1.1%
- Value
- $5m
- Shares
- 152,684
Held
Showing the largest 100 of 114.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 22.9% since 30 June 2025.
Where the money is
Technology31.0%
Health care24.4%
Industrials17.3%
Retail & consumer12.6%
Financial services6.7%
Energy2.5%
Materials2.0%
Utilities1.0%
Real estate0.8%
Everyday goods0.5%
Other1.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.