Bridge City Capital, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $351 Million distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sterling Construction CO Inc with a value of $11.7M, Ensign Group, Inc with a value of $11.2M, Mastec Inc with a value of $8.41M, A10 Networks, Inc. with a value of $8.09M, and Osi Systems Inc with a value of $7.62M.

Examining the 13F form we can see an increase of $25.4M in the current position value, from $325M to 351M.

Bridge City Capital, LLC is based out at Lake Oswego, OR

Below you can find more details about Bridge City Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $351 Million
Technology: $95.3 Million
Healthcare: $75.4 Million
Industrials: $60.7 Million
Consumer Cyclical: $45.5 Million
Financial Services: $28.1 Million
Consumer Defensive: $14.7 Million
Basic Materials: $11.1 Million
Energy: $8.11 Million
Other: $11.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $351 Million
  • Prior Value $325 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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