Q1 2024 · 13F-HR
NEUMEIER POMA INVESTMENT COUNSEL LLCholdings as filed
Filed 2024-05-13 · accession 0001104659-24-060118
$1.09B
Reported value
41
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 199908104 | FIX | Comfort Systems USA Inc. | $56.8M | 5.21% | 178,911 | Common | SOLE |
| 124805102 | CBZ | CBIZ Inc. | $53.9M | 4.95% | 687,115 | Common | SOLE |
| 671044105 | OSIS | OSI Systems Inc. | $49.9M | 4.57% | 349,295 | Common | SOLE |
| 267475101 | DY | Dycom Industries Inc. | $45.7M | 4.19% | 318,200 | Common | SOLE |
| 44925C103 | ICFI | ICF International Inc. | $45.3M | 4.15% | 300,590 | Common | SOLE |
| 922417100 | VECO | Veeco Instruments Inc. | $43.5M | 3.99% | 1,235,915 | Common | SOLE |
| 313855108 | FSS | Federal Signal Corp. | $43.3M | 3.97% | 509,866 | Common | SOLE |
| 011311107 | ALG | Alamo Group Inc. | $40.9M | 3.75% | 178,921 | Common | SOLE |
| 55405W104 | MYRG | MYR Group Inc. | $40.4M | 3.71% | 228,647 | Common | SOLE |
| 302081104 | EXLS | Exlservice Holdings Inc. | $40.0M | 3.67% | 1,256,850 | Common | SOLE |
| 156504300 | CCS | Century Communities Inc. | $38.5M | 3.53% | 399,368 | Common | SOLE |
| 88162G103 | TTEK | Tetra Tech Inc. | $38.3M | 3.51% | 207,401 | Common | SOLE |
| 511656100 | LKFN | Lakeland Financial Corp. | $36.6M | 3.36% | 551,980 | Common | SOLE |
| 830830105 | SKY | Skyline Champion Corp. | $34.4M | 3.16% | 405,000 | Common | SOLE |
| 45867G101 | IDCC | Interdigital Inc. | $34.2M | 3.13% | 320,925 | Common | SOLE |
| 224441105 | CXT | Crane NXT Co. | $30.6M | 2.80% | 494,075 | Common | SOLE |
| 607828100 | MOD | Modine Manufacturing Co. | $30.0M | 2.75% | 315,360 | Common | SOLE |
| 15101Q108 | CLSEUR | Celestica Inc. | $29.7M | 2.72% | 660,315 | Common | SOLE |
| G98196101 | W9N0 | WNS Holdings LTD. | $29.0M | 2.66% | 573,164 | Common | SOLE |
| 92839U206 | VC | Visteon Corp. | $24.8M | 2.28% | 211,175 | Common | SOLE |
| 556269108 | SHOO | Steven Madden LTD. | $23.8M | 2.18% | 562,018 | Common | SOLE |
| 500643200 | KFY | Korn Ferry | $22.8M | 2.09% | 347,195 | Common | SOLE |
| 62945V109 | NVEEUSD | NV5 Global Inc. | $21.8M | 2.00% | 222,246 | Common | SOLE |
| G3323L100 | FN | Fabrinet | $21.6M | 1.98% | 114,119 | Common | SOLE |
| 53263P105 | LMB | Limbach Holdings Inc. | $20.2M | 1.85% | 487,465 | Common | SOLE |
| 199333105 | CMCO | Columbus McKinnon Corp. | $19.9M | 1.82% | 445,754 | Common | SOLE |
| 447462102 | HURN | Huron Consulting Group Inc. | $17.2M | 1.57% | 177,560 | Common | SOLE |
| 74167P108 | BCBUSD | Primo Water Corp. | $17.0M | 1.56% | 932,380 | Common | SOLE |
| 41068X100 | HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | $16.4M | 1.50% | 576,956 | Common | SOLE |
| 346375108 | FORM | FormFactor Inc. | $16.0M | 1.46% | 349,945 | Common | SOLE |
| 25787G100 | DFIN | Donnelley Financial Solutions Inc. | $15.6M | 1.43% | 251,365 | Common | SOLE |
| G0751N103 | ABYEUR | Atlantica Sustainable Infrastructure | $15.4M | 1.41% | 831,904 | Common | SOLE |
| 054540208 | ACLS | Axcelis Technologies Inc. | $12.5M | 1.14% | 111,670 | Common | SOLE |
| 580589109 | MGRC | McGrath RentCorp | $12.4M | 1.14% | 100,855 | Common | SOLE |
| 59001A102 | MTH | Meritage Homes Corp. | $12.4M | 1.14% | 70,560 | Common | SOLE |
| G87264100 | TGLS | Tecnoglass Inc. | $9.9M | 0.91% | 191,210 | Common | SOLE |
| 902788108 | UMBF | UMB Financial Corp. | $9.7M | 0.89% | 111,510 | Common | SOLE |
| 149568107 | CVCO | Cavco Industries Inc. | $7.2M | 0.66% | 18,050 | Common | SOLE |
| 691497309 | OXM | Oxford Industries Inc. | $6.3M | 0.58% | 56,490 | Common | SOLE |
| 695127100 | PCRX | Pacira Biosciences Inc. | $4.4M | 0.41% | 151,810 | Common | SOLE |
| 464287655 | IWM | iShares Russell 2000 ETF | $2.4M | 0.22% | 11,260 | Common | NONE |
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.