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
$356M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.72M
3
+$2.26M
4
MTZ icon
MasTec
MTZ
+$1.8M
5
PJT icon
PJT Partners
PJT
+$1.7M

Top Sells

1
+$3.73M
2
+$3.59M
3
+$2.15M
4
RBC icon
RBC Bearings
RBC
+$1.89M
5
CORT icon
Corcept Therapeutics
CORT
+$1.65M

Sector Composition

1 Technology 27.57%
2 Healthcare 21.15%
3 Industrials 17.76%
4 Consumer Discretionary 11.61%
5 Financials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IIIN icon
26
Insteel Industries
IIIN
$620M
$4.57M 1.28%
122,897
-1,900
FFIN icon
27
First Financial Bankshares
FFIN
$4.46B
$4.22M 1.18%
117,303
+14,840
CCS icon
28
Century Communities
CCS
$1.72B
$4.13M 1.16%
73,258
+11,851
ARIS
29
DELISTED
Aris Water Solutions
ARIS
$4.12M 1.16%
174,261
+24,935
ADUS icon
30
Addus HomeCare
ADUS
$2.02B
$4.1M 1.15%
35,570
-540
PCRX icon
31
Pacira BioSciences
PCRX
$1.02B
$4.06M 1.14%
169,673
-2,473
USPH icon
32
US Physical Therapy
USPH
$1.09B
$3.91M 1.1%
49,990
-760
PLUS icon
33
ePlus
PLUS
$2.39B
$3.87M 1.08%
53,615
+6,433
IRMD icon
34
iRadimed
IRMD
$1.07B
$3.6M 1.01%
60,178
-978
LZB icon
35
La-Z-Boy
LZB
$1.25B
$3.54M 0.99%
95,358
-1,347
WHD icon
36
Cactus
WHD
$2.87B
$3.52M 0.99%
80,550
-1,152
LSTR icon
37
Landstar System
LSTR
$4.32B
$3.51M 0.98%
25,255
-348
NSSC icon
38
Napco Security Technologies
NSSC
$1.44B
$3.51M 0.98%
118,215
-1,678
EVR icon
39
Evercore
EVR
$11.9B
$3.45M 0.97%
12,767
-182
KLIC icon
40
Kulicke & Soffa
KLIC
$1.94B
$3.4M 0.95%
98,265
-1,401
AMED
41
DELISTED
Amedisys
AMED
$3.39M 0.95%
34,455
-492
BBSI icon
42
Barrett Business Services
BBSI
$912M
$3.38M 0.95%
80,963
-1,264
WTTR icon
43
Select Water Solutions
WTTR
$1.05B
$3.27M 0.92%
378,892
-3,310
CRDO icon
44
Credo Technology Group
CRDO
$25.2B
$3.21M 0.9%
+34,677
AMPH icon
45
Amphastar Pharmaceuticals
AMPH
$1.2B
$3.18M 0.89%
138,644
+22,789
SITE icon
46
SiteOne Landscape Supply
SITE
$5.72B
$3.17M 0.89%
26,221
-368
WSBC icon
47
WesBanco
WSBC
$2.99B
$3.09M 0.87%
97,591
-1,388
INVX
48
Innovex International
INVX
$1.52B
$3.06M 0.86%
196,205
-3,030
SHAK icon
49
Shake Shack
SHAK
$3.64B
$3.06M 0.86%
21,759
-5,532
EXPO icon
50
Exponent
EXPO
$3.49B
$3.03M 0.85%
40,600
-12,945
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