Bridge City Capital, LLC BMI — Badger Meter Inc.

Ownership history in Bridge City Capital, LLC  ·  9 quarters on record

AI Ownership Summary

Bridge City Capital, LLC reported Badger Meter Inc. (BMI) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.68% in 2025 Q3. The latest visible filing shows BMI at 1.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BMI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bridge City Capital, LLC's position in Badger Meter Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BMI was reported at 1.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.68% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BMI stock page Bridge City Capital, LLC fund profile Bridge City Capital, LLC full holdings
How Bridge City Capital, LLC held BMI — position size vs. price
% of Fund (quarterly)    BMI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10.4% -12.4% ✅ 31,493 -3,656 -10.4% 1.61% $5.5M 2026-02-14 (Est.) $154.48
2025 Q3 ADDED — — — 35,149 +10,979 +45.4% 1.68% $6.3M 2025-11-12 $184.90
2025 Q2 REDUCED 14.3% -27.6% ✅ 24,170 -4,032 -14.3% 1.66% $5.9M 2025-08-13 $191.72
2025 Q1 ADDED — — — 28,202 +85 +0.3% 1.61% $5.4M 2025-04-14 $181.72
2024 Q4 ADDED — — — 28,117 +2,167 +8.4% 1.59% $6.0M 2025-02-11 $214.46
2024 Q3 ADDED — — — 25,950 +10,568 +68.7% 1.56% $5.7M 2024-11-14 $217.09
2024 Q2 ADDED — — — 15,382 +31 +0.2% 0.96% $2.9M 2024-08-13 $191.95
2024 Q1 ADDED — — — 15,351 +4,351 +39.6% 0.90% $2.5M 2024-04-12 $150.67
2023 Q4 INITIATED — — — 11,000 — — 0.66% $1.7M 2024-02-13 $147.45

🏢 Other funds also holding BMI

As of 2026 Q1 — sorted by position size

DUDLEY & SHANLEY, INC. 3Y 7Y 3.04% Boston Trust Walden Corp 3Y 7Y 0.66% Plus Group Wealth Advisors LLC 0.62% Values First Advisors, Inc. 3Y 0.57% OLD SECOND NATIONAL BANK OF AURORA 3Y 7Y 0.54% Cardinal Capital Management 3Y 7Y 0.41% Conestoga Capital Advisors, LLC 3Y 7Y 0.37% Putney Financial Group LLC 0.33% VIKING FUND MANAGEMENT LLC 3Y 7Y 0.31% River Street Advisors LLC 3Y 0.31%

FAQ About Bridge City Capital, LLC and BMI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bridge City Capital, LLC reported owning BMI?

Bridge City Capital, LLC reported BMI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BMI position in Bridge City Capital, LLC's portfolio?

The largest reported portfolio weight for BMI was 1.68% in 2025 Q3.

What is the latest reported BMI position on this page?

The most recent filing on this page is 2025 Q4, when Bridge City Capital, LLC reported 31,493 shares, equal to 1.61% of portfolio, with an estimated market value of $5.5M.

What does the chart on this BMI ownership page compare?

The chart compares Bridge City Capital, LLC's quarterly BMI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bridge City Capital, LLC time their BMI position?

Based on 13F filing dates vs. subsequent BMI price moves, Bridge City Capital, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on BMI relative to SPY over the holding period was -13.1%.

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