Bridge City Capital, LLC Portfolio Holdings

Bridge City Capital, LLC

  • $351 Million
  • Q2 2025

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
$9.34B
$11.7 Million 3.33% of portfolio
50,675
Q2 2025 Reduced 23.5%
$9.07B
$11.2 Million 3.2% of portfolio
72,787
Q2 2025 Reduced 5.73%
$14.4B
$8.41 Million 2.4% of portfolio
49,357
Q2 2025 Added 27.23%
$1.3B
$8.09 Million 2.31% of portfolio
417,931
Q2 2025 Reduced 1.15%
$3.93B
$7.62 Million 2.17% of portfolio
33,882
Q2 2025 Reduced 22.04%
$15.3B
$7.38 Million 2.1% of portfolio
84,329
Q2 2025 Reduced 1.99%
$5.06B
$7.31 Million 2.08% of portfolio
169,598
Q2 2025 Added 4.98%
$8.78B
$7.28 Million 2.08% of portfolio
50,817
Q2 2025 Added 0.85%
$8.22B
$7.09 Million 2.02% of portfolio
20,979
Q2 2025 Reduced 1.05%
$12.7B
$7.02 Million 2.0% of portfolio
23,812
Q2 2025 Reduced 1.08%
$4.73B
$6.82 Million 1.94% of portfolio
115,491
Q2 2025 Reduced 1.06%
$1.66B
$6.45 Million 1.84% of portfolio
26,406
Q2 2025 Added 6.1%
$2.07B
$6.11 Million 1.74% of portfolio
73,549
Q2 2025 Reduced 1.11%
$4.7B
$5.98 Million 1.71% of portfolio
48,786
Q2 2025 Reduced 1.06%
$3.24B
$6 Million 1.71% of portfolio
83,704
Q2 2025 Reduced 1.05%
$5.63B
$5.92 Million 1.69% of portfolio
24,170
Q2 2025 Reduced 14.3%
$1.95B
$5.74 Million 1.64% of portfolio
81,862
Q2 2025 Reduced 1.05%
$7.39B
$5.68 Million 1.62% of portfolio
57,653
Q2 2025 Reduced 1.04%
$6.32B
$5.38 Million 1.53% of portfolio
54,126
Q2 2025 Reduced 3.56%
$1.4B
$5.33 Million 1.52% of portfolio
121,686
Q2 2025 Reduced 1.04%
$2.1B
$5.14 Million 1.47% of portfolio
162,664
Q2 2025 Added 1.2%
$5.28B
$4.95 Million 1.41% of portfolio
107,800
Q2 2025 Added 83.74%
$8.32B
$4.77 Million 1.36% of portfolio
36,176
Q2 2025 Reduced 1.41%
$7.21B
$4.66 Million 1.33% of portfolio
18,956
Q2 2025 Reduced 20.54%
$729M
$4.57 Million 1.3% of portfolio
122,897
Q2 2025 Reduced 1.52%
$4.99B
$4.22 Million 1.2% of portfolio
117,303
Q2 2025 Added 14.48%
$2B
$4.13 Million 1.18% of portfolio
73,258
Q2 2025 Added 19.3%
$605M
$4.12 Million 1.17% of portfolio
174,261
Q2 2025 Added 16.7%
$1.82B
$4.1 Million 1.17% of portfolio
35,570
Q2 2025 Reduced 1.5%
$1.14B
$4.06 Million 1.16% of portfolio
169,673
Q2 2025 Reduced 1.44%
$1.14B
$3.91 Million 1.11% of portfolio
49,990
Q2 2025 Reduced 1.5%
$1.94B
$3.87 Million 1.1% of portfolio
53,615
Q2 2025 Added 13.63%
$917M
$3.6 Million 1.03% of portfolio
60,178
Q2 2025 Reduced 1.6%
$1.64B
$3.54 Million 1.01% of portfolio
95,358
Q2 2025 Reduced 1.39%
$2.4B
$3.52 Million 1.0% of portfolio
80,550
Q2 2025 Reduced 1.41%
$4.66B
$3.51 Million 1.0% of portfolio
25,255
Q2 2025 Reduced 1.36%
$1.14B
$3.51 Million 1.0% of portfolio
118,215
Q2 2025 Reduced 1.4%
$12.1B
$3.45 Million 0.98% of portfolio
12,767
Q2 2025 Reduced 1.41%
$3.28B
$3.39 Million 0.97% of portfolio
34,455
Q2 2025 Reduced 1.41%
$2.16B
$3.4 Million 0.97% of portfolio
98,265
Q2 2025 Reduced 1.41%
$335M
$3.38 Million 0.96% of portfolio
80,963
Q2 2025 Reduced 1.54%
$807M
$3.27 Million 0.93% of portfolio
378,892
Q2 2025 Reduced 0.87%
$18.6B
$3.21 Million 0.92% of portfolio
34,677
Q2 2025 New
$1.49B
$3.18 Million 0.91% of portfolio
138,644
Q2 2025 Added 19.67%
$6.19B
$3.17 Million 0.9% of portfolio
26,221
Q2 2025 Reduced 1.38%
$1.82B
$3.09 Million 0.88% of portfolio
97,591
Q2 2025 Reduced 1.4%
$4.33B
$3.06 Million 0.87% of portfolio
21,759
Q2 2025 Reduced 20.27%
$3.63B
$3.03 Million 0.86% of portfolio
40,600
Q2 2025 Reduced 24.18%
$4.96B
$2.99 Million 0.85% of portfolio
20,925
Q2 2025 Reduced 1.39%

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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