SEC 13F Intelligence

Managers / Q1 2023 · view latest →

Bridge City Capital, LLC

CIK 0001713521 · ONE CENTERPOINTE DRIVE, SUITE 565, SUITE 565, LAKE OSWEGO, OR, 97035 · 5032658554

Reported Value
Under review
reported total failed a data-quality check
Positions
92
Filings on Record
30
2019–present window
Filed
May 15, 2023
original filing

Summary

Compared with Q4 2022, the fund opened 2 new positions and exited 3.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $154MQ4 ’18Q1 ’19: $172MQ2 ’19: $182MQ3 ’19: $232MQ4 ’19: $243MQ4 ’19Q1 ’20: $207MQ2 ’20: $218MQ3 ’20: $209MQ4 ’20: $263MQ4 ’20Q1 ’21: $302MQ2 ’21: $293MQ3 ’21: $220MQ4 ’21: $243MQ4 ’21Q1 ’22: $214MQ2 ’22: $189MQ3 ’22: $182MQ2 ’23: $211MQ2 ’23Q3 ’23: $198MQ4 ’23: $258MQ1 ’24: $275MQ2 ’24: $298MQ2 ’24Q3 ’24: $364MQ4 ’24: $375MQ1 ’25: $333MQ2 ’25: $356MQ2 ’25Q3 ’25: $374MQ4 ’25: $340MQ1 ’26: $361Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 97.1%REIT: 1.7%Other: 1.0%ETP: 0.2%
  • Common Stock · 97.1% · $194M
  • REIT · 1.7% · $3M
  • Other · 1.0% · $2M
  • ETP · 0.2% · $341,137

Quarter-over-Quarter Changes full breakdown →

vs Q4 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
UAOSterling Construction CoNEW+39.1K39.1K+$1M$1M
Aris Water SolutionsNEW+79.6K79.6K+$620,388$620,388
LHCGUSDLHC Group, Inc.SOLD OUT−16.9K0−$2,740$0
SL2Sleep Number CorporationSOLD OUT−42.0K0−$1,091$0
CIOCity Office REITSOLD OUT−84.4K0−$707$0
CCSIConsensus Cloud Solutions Inc.ADDED+13.9K46.2K+$2M$2M
WTTRSelect Energy Services, Inc.ADDED+60.3K209.2K+$1M$1M
AMEDAmedisys Inc.ADDED+6.6K26.3K+$2M$2M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2023

50 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1ENSGEnsign Group Inc.history →COM2.95%$6M61.5K
2FIXComfort Systems USA Inc.history →COM2.88%$6M39.4K
3EMEEMCOR Group Inc.history →COM2.85%$6M35.0K
4MEIMethode Electronics, Inc.history →COM2.39%$5M108.7K
5TTEKTetra Tech Inc.history →COM2.08%$4M28.3K
6MEDPMedpace Holdings Inc.history →COM1.97%$4M20.9K
7LMATLemaitre Vascular Inc.history →COM1.89%$4M73.1K
8ATENA10 Networks Inc.history →COM1.84%$4M236.8K
9CASYCasey's General Storeshistory →COM1.69%$3M15.5K
10RG6Rogers Corporationhistory →COM1.66%$3M20.2K
11PFGCPerformance Food Grouphistory →COM1.64%$3M54.2K
12RBCRBC Bearings Incorporatedhistory →COM1.60%$3M13.7K
13ACLSAxcelis Technologies Inc.history →COM1.58%$3M23.6K
14UFPIUFP Industries Inc.history →COM1.57%$3M39.5K
15DIODDiodes Inc.history →COM1.54%$3M33.0K
16ONTOOnto Innovation Inc.history →COM1.54%$3M34.8K
17USPHUS Physical Therapy Inc.history →COM1.52%$3M31.0K
18AMRCAmeresco, Inchistory →COM1.47%$3M59.5K
19CCSCentury Communities, Inc.history →COM1.45%$3M45.2K
20DRQEURDril-Quip, Inc.history →COM1.45%$3M100.4K
21LADLithia Motors, Inc.history →COM1.40%$3M12.2K
22MTZMasTec, Inc.history →COM1.38%$3M29.2K
23SITESiteOne Landscape Supply, Inchistory →COM1.37%$3M20.0K
24LSTRLandstar System, Inc.history →COM1.34%$3M14.9K
25GBCIGlacier Bancorp Inc.history →COM1.34%$3M63.6K
26GMEDGlobus Medical, Inc.history →COM1.30%$3M45.6K
27LZBLa-Z-Boy Incorporatedhistory →COM1.28%$3M87.8K
28WHDCactus, Inchistory →COM1.27%$3M61.4K
29MTSIMACOM Tech Solutionshistory →COM1.23%$2M34.7K
30NEOGNeogen Corporationhistory →COM1.23%$2M132.6K
31COHRCoherent Corphistory →COM1.21%$2M63.6K
32Quaker Chemical CorporationCOM1.20%$2M12.1K
33JXC1Ziff Davis, Inc.history →COM1.19%$2M30.3K
34Getty Realty CorpCOM1.15%$2M63.6K
35SUPNSupernus Pharmaceuticals Inc.history →COM1.14%$2M62.8K
36VPGVishay Precision Grouphistory →COM1.13%$2M54.2K
37JJSFJ&J Snack Foods Corp.history →COM1.10%$2M14.8K
38FFINFirst Financial Bankshares, Inhistory →COM1.10%$2M68.7K
39SMTCSemtech Corporationhistory →COM1.09%$2M89.7K
40HCQAMN Healthcare Services Inc.history →COM1.05%$2M25.3K
41AEOAmerican Eagle Outfittershistory →COM1.01%$2M150.4K
42ADUSAddus HomeCare Corphistory →COM1.01%$2M18.8K
43AINAlbany International Corphistory →COM1.01%$2M22.4K
44AMEDAmedisys Inc.COM0.97%$2M26.3K
45DORMDorman Products Inc.COM0.96%$2M22.2K
46OSISOSI Systems, Inc.COM0.95%$2M18.5K
47NVECNVE CorporationCOM0.94%$2M22.6K
48SYNASynaptics IncorporatedCOM0.94%$2M16.8K
49EXPOExponent IncCOM0.92%$2M18.3K
50IIINInsteel Industries, Inc.COM0.90%$2M64.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$361M108May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$340M108Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$374M108Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$356M107Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$333M105Apr 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$375M108Feb 11, 202513F-HRchanges · EDGAR ↗
Q3 2024$364M112Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$298M110Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$275M110Apr 12, 202413F-HRchanges · EDGAR ↗
Q4 2023$258M111Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$198M96Nov 15, 202313F-HRchanges · EDGAR ↗
Q2 2023$211M95Aug 16, 202313F-HRchanges · EDGAR ↗
Q1 2023Under review92May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review93Jan 25, 202313F-HRchanges · EDGAR ↗
Q3 2022$182M93Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$189M92Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$214M95May 18, 202213F-HRchanges · EDGAR ↗
Q4 2021$243M94Jan 20, 202213F-HRchanges · EDGAR ↗
Q3 2021$220M93Nov 10, 202113F-HRchanges · EDGAR ↗
Q2 2021$293M92Aug 11, 202113F-HRchanges · EDGAR ↗
Q1 2021$302M95Apr 28, 202113F-HRchanges · EDGAR ↗
Q4 2020$263M92Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$209M91Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$218M90Jul 15, 202013F-HRchanges · EDGAR ↗
Q1 2020$207M89May 11, 202013F-HRchanges · EDGAR ↗
Q4 2019$243M90Jan 28, 202013F-HRchanges · EDGAR ↗
Q3 2019$232M89Oct 22, 201913F-HRchanges · EDGAR ↗
Q2 2019$182M91Jul 25, 201913F-HRchanges · EDGAR ↗
Q1 2019$172M91Apr 30, 201913F-HRchanges · EDGAR ↗
Q4 2018$154M90Jan 30, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.