BCC

Bridge City Capital Portfolio holdings

AUM $374M
1-Year Est. Return 14.1%
This Quarter Est. Return
1 Year Est. Return
+14.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$3.65M
3
+$2.95M
4
HRMY icon
Harmony Biosciences
HRMY
+$2.68M
5
KRYS icon
Krystal Biotech
KRYS
+$2.5M

Top Sells

1
+$8.41M
2
+$7.38M
3
+$5.71M
4
AMED
Amedisys
AMED
+$3.39M
5
NSSC icon
Napco Security Technologies
NSSC
+$2.16M

Sector Composition

1 Technology 30.02%
2 Healthcare 23.16%
3 Industrials 14.74%
4 Consumer Discretionary 11.81%
5 Financials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARIS
26
DELISTED
Aris Water Solutions
ARIS
$4.98M 1.33%
202,015
+27,754
CRDO icon
27
Credo Technology Group
CRDO
$32.5B
$4.97M 1.33%
34,100
-577
OLLI icon
28
Ollie's Bargain Outlet
OLLI
$7.24B
$4.57M 1.22%
35,597
-579
EVR icon
29
Evercore
EVR
$12.7B
$4.24M 1.13%
12,563
-204
IRMD icon
30
iRadimed
IRMD
$1.2B
$4.22M 1.13%
59,345
-833
ADUS icon
31
Addus HomeCare
ADUS
$2.12B
$4.21M 1.12%
35,670
+100
USPH icon
32
US Physical Therapy
USPH
$1.16B
$4.18M 1.12%
49,200
-790
IIIN icon
33
Insteel Industries
IIIN
$610M
$4.07M 1.09%
106,178
-16,719
WTTR icon
34
Select Water Solutions
WTTR
$1.18B
$3.99M 1.07%
373,357
-5,535
MD icon
35
Pediatrix Medical
MD
$1.91B
$3.97M 1.06%
236,929
+88,386
KLIC icon
36
Kulicke & Soffa
KLIC
$2.49B
$3.92M 1.05%
96,565
-1,700
UFPI icon
37
UFP Industries
UFPI
$5.27B
$3.84M 1.03%
41,123
-13,003
CRAI icon
38
CRA International
CRAI
$1.23B
$3.81M 1.02%
18,256
+14,148
PLUS icon
39
ePlus
PLUS
$2.39B
$3.74M 1%
52,693
-922
AMPH icon
40
Amphastar Pharmaceuticals
AMPH
$1.24B
$3.63M 0.97%
136,258
-2,386
CPRX icon
41
Catalyst Pharmaceutical
CPRX
$2.84B
$3.59M 0.96%
182,296
+66,415
INVX
42
Innovex International
INVX
$1.63B
$3.58M 0.96%
193,301
-2,904
BBSI icon
43
Barrett Business Services
BBSI
$892M
$3.54M 0.94%
79,763
-1,200
SUPN icon
44
Supernus Pharmaceuticals
SUPN
$2.57B
$3.48M 0.93%
72,816
-19,917
THRM icon
45
Gentherm
THRM
$1.13B
$3.38M 0.9%
99,093
-1,536
SITE icon
46
SiteOne Landscape Supply
SITE
$5.8B
$3.32M 0.89%
25,797
-424
DFIN icon
47
Donnelley Financial Solutions
DFIN
$1.26B
$3.31M 0.88%
64,357
+16,698
LZB icon
48
La-Z-Boy
LZB
$1.61B
$3.22M 0.86%
93,732
-1,626
WHD icon
49
Cactus
WHD
$3.16B
$3.13M 0.84%
79,260
-1,290
PLAB icon
50
Photronics
PLAB
$1.41B
$3.11M 0.83%
135,357
-2,064
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