Pacific Ridge Capital Partners
LAKE OSWEGO, ORfiles as Pacific Ridge Capital Partners, LLC
$551m in 134 US stocks at the end of 30 June 2026. The top 10 are 23.3% of the money. It changed about 12.3% of the portfolio this quarter.
Value
$551m
Stocks
134
Top 10 share
23.3%
Turnover
12.3%
What changed this quarter
New
Bought for the first time this quarter.
- Huron Consulting GroupHURN0.3% of the fund
- Grid Dynamics HoldingsGDYN0.2% of the fund
- Phoenix Education PartnersPXED0.1% of the fund
- N-ableNABL0.1% of the fund
- First Carolina Financial ServicesFCBM0.1% of the fund
- Gibraltar IndustriesROCK0.1% of the fund
- Alight, Inc. / DelawareALIT<0.1% of the fund
- Smith Micro SoftwareSMSI<0.1% of the fund
Added
Bought more of a stock they already held.
- Heritage Insurance HoldingsHRTG2.4% of the fund+23%
- Kimball ElectronicsKE2.0% of the fund+36%
- American Integrity Insurance GroupAII2.0% of the fund+49%
- CPI Card GroupPMTS1.9% of the fund+9%
- Lakeland IndustriesLAKE1.9% of the fund+5%
- Capital BancorpCBNK1.8% of the fund+24%
- Aviat NetworksAVNW1.8% of the fund+15%
- Repay HoldingsRPAY1.7% of the fund+59%
- Kelly ServicesKELYA1.7% of the fund+40%
- Build-A-Bear WorkshopBBW1.6% of the fund+32%
- Rimini StreetRMNI1.6% of the fund+7%
- RCM TechnologiesRCMT1.6% of the fund+7%
- Bowman Consulting GroupBWMN1.5% of the fund+13%
- J.JillJILL1.2% of the fund+17%
- Hackett GroupHCKT1.2% of the fund+801%
- Shoe Station GroupSHOE1.0% of the fund+19%
- Sunrise Realty TrustSUNS0.8% of the fund+31%
- Park Dental PartnersPARK0.7% of the fund+27%
- Tilly'sTLYS0.6% of the fund+16%
- Silvercrest Asset Management GroupSAMG0.5% of the fund+19%
- ShimmickSHIM0.4% of the fund+23%
- PhotronicsPLAB0.4% of the fund+22%
- Resources ConnectionRGP0.4% of the fund+769%
- Universal ElectronicsUEIC0.3% of the fund+14%
- Coastal FinancialCCB0.3% of the fund+19%
Cut
Sold some of their stake.
- Northeast BK Portland MENBN2.9% of the fund-7%
- DHI GroupDHX2.2% of the fund-11%
- Five Star BancorpFSBC1.5% of the fund-2%
- American Public EducationAPEI1.4% of the fund-14%
- Metropolitan Bank HoldingMCB1.2% of the fund-50%
- IntestINTT0.8% of the fund-51%
- DMC GlobalBOOM0.8% of the fund-6%
- Home BancorpHBCP0.6% of the fund-4%
- Healthcare Services GroupHCSG0.3% of the fund-25%
- Bridgewater BancsharesBWB0.2% of the fund-18%
- Benchmark ElectronicsBHE0.1% of the fund-60%
Sold out
Sold their entire stake.
- NWPX InfrastructureNWPX-100%
- Amtech SystemsASYS-100%
- Sleep NumberSNBRQ-100%
- CohuCOHU-100%
- Penguin SolutionsPENG-100%
- Global Net LeaseGNL-100%
- Edgewell Personal CareEPC-100%
- Ultra Clean HoldingsUCTT-100%
- Smith Micro Software-100%
- TrueBlueTBI-100%
- Alight, Inc. / DelawareALIT-100%
Holdings
- Northeast BK Portland MENBN
- Share
- 2.9%
- Value
- $16m
- Shares
- 119,173
-7%
- VersaBankVBNK
- Share
- 2.5%
- Value
- $14m
- Shares
- 585,516
Held
Showing the largest 100 of 134.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 31.7% since 30 June 2025.
Where the money is
Financial services32.6%
Technology18.7%
Retail & consumer16.5%
Industrials15.1%
Real estate4.9%
Health care3.3%
Energy2.5%
Materials1.9%
Media & telecom1.6%
Other2.9%
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.