Bridge City Capital, LLC
Bridge City Capital, LLC is a member-owned, SEC-registered investment adviser headquartered in Lake Oswego, Oregon. The firm focuses on actively managing long-only small cap growth portfolios for institutional clients. Founded by Steve Brink, Alex Woodward, and Jim Bradshaw, and with approximately 7 employees as of 2025, it serves institutions including state and municipal pension funds. Bridge City Capital leverages decades of investment experience and a disciplined, quality-focused process in their investment approach.
Investment Strategy
Bridge City Capital, LLC specializes in actively managed, long-only small cap growth portfolios. The firm targets quality companies with strong, proven track records, robust financials, and above average growth prospects at attractive valuations. Their philosophy emphasizes a consistent, disciplined investment process shaped by the investment team's extensive experience, aiming to deliver strong relative returns for institutional clients over the long run.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S STRL | Sterling Infrastructure Inc | 3.28% | $11.7M | 50,675 | $75.54 | $230.73 | +$4.2M |
E ENSG | Ensign Group Inc | 3.15% | $11.2M | 72,787 | $56.66 | $154.26 | +$1.2M |
M MTZ | Mastec Inc | 2.36% | $8.4M | 49,357 | $85.78 | $170.43 | +$3.9M |
A ATEN | A10 Networks Inc | 2.27% | $8.1M | 417,931 | $12.22 | $19.35 | +$1.2M |
O OSIS | OSI Systems Inc | 2.14% | $7.6M | 33,882 | $118.22 | $224.86 | -$827.9K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
J Jim Bradshaw | Principal - Portfolio Manager and Analyst | Portland, OR , United States |