StockDriftsStockDriftsTop 50 Bridge City Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ONTO | Onto Innovation Inc | 3.52% | 40.8K | $15.4M | -9.62%(-4.34K) | $110.25(+182.85%) | 2026-06-30 | |
| KLIC | Kulicke & Soffa Industries Inc | 3.03% | 99.3K | $13.3M | +5.35%(+5.05K) | $53.99(+68.99%) | 2026-06-30 | |
| VPG | Vishay Precision Group Inc | 2.72% | 79.6K | $11.9M | +37.87%(+21.87K) | $50.90(+32.18%) | 2026-06-30 | |
| ATEN | A10 Networks Inc | 2.53% | 296.2K | $11.1M | -26.07%(-104.44K) | $12.76(+116.80%) | 2026-06-30 | |
| DIOD | Diodes Inc | 2.16% | 86.5K | $9.5M | -26.50%(-31.20K) | $54.72(+90.81%) | 2026-06-30 | |
| CCS | Century Communities Inc | 2.15% | 131.5K | $9.4M | +30.96%(+31.08K) | $57.21(+22.21%) | 2026-06-30 | |
| MOD | Modine Manufacturing Co | 2.08% | 34.2K | $9.1M | -1.26%(-435) | $114.55(+73.86%) | 2026-06-30 | |
| ADUS | Addus Homecare Corp | 1.96% | 85.4K | $8.6M | +11.09%(+8.53K) | $99.68(+19.38%) | 2026-06-30 | |
| GBCI | Glacier Bancorp Inc | 1.92% | 163.1K | $8.4M | -1.27%(-2.10K) | $40.28(+21.12%) | 2026-06-30 | |
| LMAT | Lemaitre Vascular Inc | 1.89% | 86.3K | $8.3M | +22.66%(+15.95K) | $61.65(+31.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.11% | +95.81% | +11.74% | +74.23% |
| Top 20 Holdings Unweighted | +21.12% | +77.70% | +9.08% | +54.40% |
Bridge City Capital LLC reports $438.14M in US-listed equity holdings across 114 positions in its most recent 13F filing. Its largest disclosed positions are ONTO (3.5%), KLIC (3.0%) and VPG (2.7%). The top 20 holdings account for 41.16% of reported assets. Its disclosed equity book has returned +95.81% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bridge City Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1713521). View Bridge City Capital LLC’s 13F filings on SEC