Q4 2023 · 13F-HR
NEUMEIER POMA INVESTMENT COUNSEL LLCholdings as filed
Filed 2024-02-13 · accession 0001104659-24-016886
$1.12B
Reported value
39
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 199908104 | FIX | Comfort Systems USA Inc. | $64.5M | 5.75% | 313,636 | Common | SOLE |
| 671044105 | OSIS | OSI Systems Inc. | $49.3M | 4.39% | 381,770 | Common | SOLE |
| 124805102 | CBZ | CBIZ Inc. | $47.9M | 4.27% | 765,855 | Common | SOLE |
| 44925C103 | ICFI | ICF International Inc. | $44.5M | 3.97% | 332,025 | Common | SOLE |
| 313855108 | FSS | Federal Signal Corp. | $43.4M | 3.87% | 565,611 | Common | SOLE |
| 011311107 | ALG | Alamo Group Inc. | $41.8M | 3.72% | 198,926 | Common | SOLE |
| 922417100 | VECO | Veeco Instruments Inc. | $41.1M | 3.66% | 1,323,010 | Common | SOLE |
| 156504300 | CCS | Century Communities Inc. | $39.9M | 3.55% | 437,266 | Common | SOLE |
| 92932M101 | WNSN | WNS Holdings LTD. | $39.4M | 3.51% | 623,182 | Common | SOLE |
| 267475101 | DY | Dycom Industries Inc. | $38.1M | 3.39% | 330,955 | Common | SOLE |
| 88162G103 | TTEK | Tetra Tech Inc. | $37.8M | 3.37% | 226,353 | Common | SOLE |
| 556269108 | SHOO | Steven Madden LTD. | $37.3M | 3.32% | 887,927 | Common | SOLE |
| 45867G101 | IDCC | Interdigital Inc. | $36.6M | 3.26% | 337,100 | Common | SOLE |
| 55405W104 | MYRG | MYR Group Inc. | $36.3M | 3.24% | 251,307 | Common | SOLE |
| 511656100 | LKFN | Lakeland Financial Corp. | $35.7M | 3.18% | 547,457 | Common | SOLE |
| 59001A102 | MTH | Meritage Homes Corp. | $35.2M | 3.13% | 201,915 | Common | SOLE |
| 302081104 | EXLS | Exlservice Holdings Inc. | $34.2M | 3.05% | 1,108,815 | Common | SOLE |
| 830830105 | SKY | Skyline Champion Corp. | $33.3M | 2.97% | 448,225 | Common | SOLE |
| 15101Q108 | CLSEUR | Celestica Inc. | $32.3M | 2.88% | 1,104,055 | Common | SOLE |
| G3323L100 | FN | Fabrinet | $31.4M | 2.80% | 165,089 | Common | SOLE |
| 580589109 | MGRC | McGrath RentCorp | $30.6M | 2.72% | 255,485 | Common | SOLE |
| 224441105 | CXT | Crane NXT Co. | $30.5M | 2.72% | 537,190 | Common | SOLE |
| 92839U206 | VC | Visteon Corp. | $28.2M | 2.52% | 226,130 | Common | SOLE |
| G0751N103 | ABYEUR | Atlantica Sustainable Infrastructure | $27.9M | 2.48% | 1,296,146 | Common | SOLE |
| 41068X100 | HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | $27.8M | 2.48% | 1,007,491 | Common | SOLE |
| 607828100 | MOD | Modine Manufacturing Co. | $27.6M | 2.46% | 462,330 | Common | SOLE |
| 62945V109 | NVEEUSD | NV5 Global Inc. | $27.6M | 2.46% | 248,386 | Common | SOLE |
| 199333105 | CMCO | Columbus McKinnon Corp. | $19.7M | 1.76% | 505,739 | Common | SOLE |
| 346375108 | FORM | FormFactor Inc. | $16.0M | 1.43% | 384,300 | Common | SOLE |
| 447462102 | HURN | Huron Consulting Group Inc. | $13.8M | 1.23% | 134,430 | Common | SOLE |
| 500643200 | KFY | Korn Ferry | $12.9M | 1.15% | 217,980 | Common | SOLE |
| 001744101 | AMN | AMN Healthcare Services Inc. | $12.8M | 1.14% | 171,093 | Common | SOLE |
| G87264100 | TGLS | Tecnoglass Inc. | $9.6M | 0.86% | 210,120 | Common | SOLE |
| 149568107 | CVCO | Cavco Industries Inc. | $7.5M | 0.66% | 21,495 | Common | SOLE |
| 98585X104 | YETI | YETI Holdings Inc. | $6.2M | 0.55% | 119,365 | Common | SOLE |
| 691497309 | OXM | Oxford Industries Inc. | $6.1M | 0.55% | 61,410 | Common | SOLE |
| 054540208 | ACLS | Axcelis Technologies Inc. | $6.1M | 0.54% | 46,690 | Common | SOLE |
| 74167P108 | BCBUSD | Primo Water Corp. | $5.9M | 0.53% | 394,785 | Common | SOLE |
| 695127100 | PCRX | Pacira Biosciences Inc. | $5.6M | 0.50% | 167,170 | 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.