1y return+41.1%S&P 500 +20.9%
3y return+54.2%S&P 500 +68.5%
5y return+36.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2017: $257 against $309 in the S&P 500.2
Bridge City Capital, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ONTOOnto Innovation Inc | $15.4M | 3.5% | −9.6% |
| KLICKulicke & Soffa Industries Inc | $13.3M | 3.0% | +5.4% |
| VPGVishay Precision Group Inc | $11.9M | 2.7% | +37.9% |
| ATENA10 Networks Inc | $11.1M | 2.5% | −26.1% |
| DIODDiodes Inc | $9.5M | 2.2% | −26.5% |
| CCSCentury Communities Inc | $9.4M | 2.2% | +31.0% |
| MODModine Manufacturing Co | $9.1M | 2.1% | −1.3% |
| ADUSAddus Homecare Corp | $8.6M | 2.0% | +11.1% |
| GBCIGlacier Bancorp Inc | $8.4M | 1.9% | −1.3% |
| LMATLemaitre Vascular Inc | $8.3M | 1.9% | +22.7% |
| DORMDorman Prods Inc | $8.0M | 1.8% | +25.1% |
| PCRXPacira Biosciences Inc | $7.9M | 1.8% | −22.5% |
| ACIWACI Worldwide Inc | $7.9M | 1.8% | +13.2% |
| CRAICRA Intl Inc | $7.7M | 1.7% | +59.1% |
| HRMYHarmony Biosciences Holdings I | $7.6M | 1.7% | New |
| GMEDGlobus Med Inc | $7.5M | 1.7% | +43.3% |
| LSTRLandstar Systems Inc | $7.4M | 1.7% | +52.5% |
| OSISOSI Systems Inc | $7.3M | 1.7% | +47.5% |
| UCTTUltra Clean Holdings Inc | $7.3M | 1.7% | −37.1% |
| SITESiteone Landscape Supply Inc | $6.8M | 1.6% | +43.6% |
| AMPHAmphastar Pharmaceuticals Inc | $6.8M | 1.6% | +1.1% |
| IRMDIradimed Corp | $6.8M | 1.5% | −2.1% |
| PLUSePlus Inc | $6.7M | 1.5% | +18.6% |
| LADLithia Motors Inc | $6.6M | 1.5% | +12.3% |
| WTTRSelect Water Solutions Inc | $6.3M | 1.4% | −2.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| STRLSterling Infrastructure Inc | March 31, 2023 | +2115.8% | $4.0M |
| ONTOOnto Innovation Inc | June 30, 2020 | +1011.8% | $15.4M |
| CORTCorcept Therapeutics Inc | June 30, 2020 | +416.9% | $4.7M |
| RBCRBC Bearings Inc | June 30, 2020 | +380.5% | $4.5M |
| UCTTUltra Clean Holdings Inc | December 31, 2024 | +296.6% | $7.3M |
| ATENA10 Networks Inc | March 31, 2021 | +288.8% | $11.1M |
| PDFSPDF Solutions Inc | March 31, 2025 | +270.4% | $5.4M |
| LMATLemaitre Vascular Inc | June 30, 2020 | +263.5% | $8.3M |
| OSISOSI Systems Inc | June 30, 2020 | +193.0% | $7.3M |
| CCSCentury Communities Inc | June 30, 2020 | +133.7% | $9.4M |
Sold off last quarter
- MTSIMacom Tech Solutions Holdings was $6.3M
- FabrinetCUSIP G3323L100 was $3.5M
- Credo Technology Group HoldingCUSIP G25457105 was $2.7M
- LZBLa-Z-Boy Inc was $2.1M
- SHAKShake Shack Inc was $1.3M
- BLBlackline Inc was $1.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +25.0% | +14.8% |
| March 31, 2026 | +1.8% | −4.6% |
| December 31, 2025 | +3.4% | +2.4% |
| September 30, 2025 | +7.2% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| March 31, 2025 | −10.7% | −4.6% |
| December 31, 2024 | −0.5% | +2.1% |
| September 30, 2024 | +8.7% | +5.4% |
| June 30, 2024 | −1.8% | +4.0% |
| March 31, 2024 | +4.1% | +10.0% |
| December 31, 2023 | +9.9% | +11.2% |
| September 30, 2023 | −5.3% | −3.6% |
| June 30, 2023 | +4.7% | +8.3% |
| March 31, 2023 | +3.2% | +7.0% |
| December 31, 2022 | +8.3% | +7.1% |
| September 30, 2022 | −4.6% | −5.3% |
| June 30, 2022 | −13.4% | −16.5% |
| March 31, 2022 | −10.7% | −4.9% |
| December 31, 2021 | +7.6% | +10.7% |
| September 30, 2021 | −5.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bridge City Capital, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1713521&type=13F-HR&dateb=&owner=include&count=40CIK 1713521
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1713521/000171352126000003/Filed August 11, 2026 · accession 0001713521-26-000003