Sign in

You're signed outSign in or to get full access.

Bridge City Capital, LLC

CIK:0001713521
Investment Adviser
$393M AUM
107 holdings
Lake Oswego, OR, United States
Founded:2009
7 employees
Latest filing:Jun 30, 2025

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.

Latest 13F Filing Activity

Bridge City Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 107 equity positions with a total 13F market value of $356M. The fund increased holdings in Sterling Infrastructure Inc., Mastec Inc., Credo Technology Group Holding among other positions. Bridge City Capital, LLC reduced exposure to Neogen Corporation, Corcept Therapeutics Inc., Globus Med Inc. among others.

Top Buys
S
STRLSterling Infrastructure Inc
+$4.2M
M
MTZMastec Inc
+$3.9M
C
CRDOCredo Technology Group Holding
+$3.2M
C
CGNXCognex Corp
+$2.7M
F
FNFabrinet
+$2.3M
Top Sells
N
NEOGNeogen Corporation
-$3.7M
C
CORTCorcept Therapeutics Inc
-$3.4M
G
GMEDGlobus Med Inc
-$1.7M
E
EXPOExponent Inc
-$1.3M
O
OSISOSI Systems Inc
-$827.9K

Top Holdings

S
STRLSterling Infrastructure Inc
+3.3%$11.7M
E
ENSGEnsign Group Inc
+3.1%$11.2M
M
MTZMastec Inc
+2.4%$8.4M
A
ATENA10 Networks Inc
+2.3%$8.1M
O
OSISOSI Systems Inc
+2.1%$7.6M

Equity Positions (107)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
Sterling Infrastructure Inc3.28%$11.7M50,675$75.54$230.73+$4.2M
Ensign Group Inc3.15%$11.2M72,787$56.66$154.26+$1.2M
Mastec Inc2.36%$8.4M49,357$85.78$170.43+$3.9M
A10 Networks Inc2.27%$8.1M417,931$12.22$19.35+$1.2M
OSI Systems Inc2.14%$7.6M33,882$118.22$224.86-$827.9K

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+10.4%
PHARMACEUTICAL PREPARATIONS
+7.4%
SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+6.2%
SERVICES-PREPACKAGED SOFTWARE
+5.1%
MOTOR VEHICLE PARTS & ACCESSORIES
+4.7%

Investment Team (3)

NameRoleLocationLinkedIn
Alex Woodward
Alex Woodward
PresidentPortland, OR , United States
J
Jim Bradshaw
Principal - Portfolio Manager and AnalystPortland, OR , United States
Sara Hasan
Sara Hasan
Research AnalystPortland, OR , United States