Q2 2023 · 13F-HR
NEUMEIER POMA INVESTMENT COUNSEL LLCholdings as filed
Filed 2023-08-10 · accession 0001104659-23-089454
$1.09B
Reported value
42
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 199908104 | FIX | Comfort Systems USA Inc. | $65.3M | 5.98% | 397,786 | Common | SOLE |
| 313855108 | FSS | Federal Signal Corp. | $45.7M | 4.18% | 713,376 | Common | SOLE |
| 671044105 | OSIS | OSI Systems Inc. | $42.8M | 3.91% | 362,935 | Common | SOLE |
| 45867G101 | IDCC | Interdigital Inc. | $41.3M | 3.78% | 428,090 | Common | SOLE |
| 001744101 | AMN | AMN Healthcare Services Inc. | $38.6M | 3.53% | 354,018 | Common | SOLE |
| 88162G103 | TTEK | Tetra Tech Inc. | $38.1M | 3.49% | 232,688 | Common | SOLE |
| 92932M101 | WNSN | WNS Holdings LTD. | $37.6M | 3.44% | 510,482 | Common | SOLE |
| 267475101 | DY | Dycom Industries Inc. | $37.6M | 3.44% | 330,495 | Common | SOLE |
| 124805102 | CBZ | CBIZ Inc. | $37.4M | 3.42% | 701,500 | Common | SOLE |
| 011311107 | ALG | Alamo Group Inc. | $36.0M | 3.29% | 195,556 | Common | SOLE |
| 92839U206 | VC | Visteon Corp. | $35.1M | 3.21% | 244,460 | Common | SOLE |
| M5425M103 | INMD | Inmode LTD. | $34.7M | 3.18% | 929,290 | Common | SOLE |
| 302081104 | EXLS | Exlservice Holdings Inc. | $33.4M | 3.05% | 220,905 | Common | SOLE |
| 922417100 | VECO | Veeco Instruments Inc. | $33.2M | 3.03% | 1,291,400 | Common | SOLE |
| G3323L100 | FN | Fabrinet | $32.9M | 3.01% | 252,949 | Common | SOLE |
| G0751N103 | ABYEUR | Atlantica Sustainable Infrastructure | $30.5M | 2.79% | 1,299,976 | Common | SOLE |
| 59001A102 | MTH | Meritage Homes Corp. | $29.1M | 2.66% | 204,410 | Common | SOLE |
| 156504300 | CCS | Century Communities Inc. | $28.1M | 2.57% | 367,306 | Common | SOLE |
| 65341B106 | XIFR | NextEra Energy Partners LP | $27.9M | 2.55% | 476,020 | Common | SOLE |
| 62945V109 | NVEEUSD | NV5 Global Inc. | $27.5M | 2.52% | 248,661 | Common | SOLE |
| 556269108 | SHOO | Steven Madden LTD. | $26.3M | 2.41% | 805,151 | Common | SOLE |
| 054540208 | ACLS | Axcelis Technologies Inc. | $26.1M | 2.39% | 142,235 | Common | SOLE |
| 44925C103 | ICFI | ICF International Inc. | $25.5M | 2.33% | 205,010 | Common | SOLE |
| 830830105 | SKY | Skyline Champion Corp. | $25.3M | 2.32% | 386,740 | Common | SOLE |
| 413197104 | HRMY | Harmony Biosciences Holdings Inc. | $22.4M | 2.05% | 636,240 | Common | SOLE |
| 41068X100 | HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | $22.1M | 2.02% | 883,226 | Common | SOLE |
| 149568107 | CVCO | Cavco Industries Inc. | $21.3M | 1.95% | 72,325 | Common | SOLE |
| 199333105 | CMCO | Columbus McKinnon Corp. | $20.2M | 1.85% | 497,114 | Common | SOLE |
| 55405W104 | MYRG | MYR Group Inc. | $20.1M | 1.84% | 145,407 | Common | SOLE |
| 18482P103 | CLFD | Clearfield Inc | $18.8M | 1.72% | 396,898 | Common | SOLE |
| 35138V102 | FOXF | Fox Factory Holding Corp. | $16.5M | 1.51% | 152,120 | Common | SOLE |
| 511656100 | LKFN | Lakeland Financial Corp. | $14.2M | 1.30% | 291,792 | Common | SOLE |
| 346375108 | FORM | FormFactor Inc. | $13.1M | 1.20% | 383,125 | Common | SOLE |
| 580589109 | MGRC | McGrath RentCorp | $13.0M | 1.19% | 140,170 | Common | SOLE |
| 691497309 | OXM | Oxford Industries Inc. | $12.9M | 1.18% | 131,000 | Common | SOLE |
| 500643200 | KFY | Korn Ferry | $12.0M | 1.10% | 242,880 | Common | SOLE |
| 98585X104 | YETI | YETI Holdings Inc. | $10.7M | 0.98% | 274,510 | Common | SOLE |
| 695127100 | PCRX | Pacira Biosciences Inc. | $10.0M | 0.92% | 249,920 | Common | SOLE |
| 224441105 | CXT | Crane NXT Co. | $9.0M | 0.82% | 159,050 | Common | SOLE |
| G87264100 | TGLS | Tecnoglass Inc. | $8.1M | 0.74% | 155,835 | Common | SOLE |
| 591520200 | MEI | Methode Electronics Inc. | $7.9M | 0.72% | 236,180 | Common | SOLE |
| 320817109 | FRME | First Merchants Corp. | $5.0M | 0.46% | 178,255 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.