Q2 2024 · 13F-HR
NEUMEIER POMA INVESTMENT COUNSEL LLCholdings as filed
Filed 2024-08-13 · accession 0001104659-24-088565
$1.09B
Reported value
42
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922417100 | VECO | Veeco Instruments Inc. | $56.9M | 5.21% | 1,218,960 | Common | SOLE |
| 267475101 | DY | Dycom Industries Inc. | $52.4M | 4.80% | 310,490 | Common | SOLE |
| 124805102 | CBZ | CBIZ Inc. | $49.1M | 4.49% | 662,240 | Common | SOLE |
| 671044105 | OSIS | OSI Systems Inc. | $46.6M | 4.26% | 338,730 | Common | SOLE |
| 44925C103 | ICFI | ICF International Inc. | $41.6M | 3.81% | 280,095 | Common | SOLE |
| 313855108 | FSS | Federal Signal Corp. | $41.3M | 3.78% | 494,081 | Common | SOLE |
| 88162G103 | TTEK | Tetra Tech Inc. | $41.0M | 3.75% | 200,571 | Common | SOLE |
| 302081104 | EXLS | Exlservice Holdings Inc. | $36.3M | 3.33% | 1,158,455 | Common | SOLE |
| 45867G101 | IDCC | Interdigital Inc. | $36.1M | 3.31% | 309,770 | Common | SOLE |
| 511656100 | LKFN | Lakeland Financial Corp. | $33.1M | 3.03% | 538,735 | Common | SOLE |
| 156504300 | CCS | Century Communities Inc. | $31.8M | 2.91% | 389,588 | Common | SOLE |
| 199908104 | FIX | Comfort Systems USA Inc. | $30.8M | 2.82% | 101,355 | Common | SOLE |
| 224441105 | CXT | Crane NXT Co. | $29.6M | 2.71% | 481,980 | Common | SOLE |
| 55405W104 | MYRG | MYR Group Inc. | $28.7M | 2.63% | 211,529 | Common | SOLE |
| 53263P105 | LMB | Limbach Holdings Inc. | $27.2M | 2.49% | 478,270 | Common | SOLE |
| 830830105 | SKY | Skyline Champion Corp. | $26.7M | 2.45% | 394,825 | Common | SOLE |
| 15101Q207 | CLS | Celestica Inc. | $26.7M | 2.45% | 466,165 | Common | SOLE |
| 74167P108 | BCBUSD | Primo Water Corp. | $26.1M | 2.39% | 1,192,945 | Common | SOLE |
| 447462102 | HURN | Huron Consulting Group Inc. | $25.8M | 2.37% | 262,430 | Common | SOLE |
| 011311107 | ALG | Alamo Group Inc. | $25.7M | 2.36% | 148,766 | Common | SOLE |
| 054540208 | ACLS | Axcelis Technologies Inc. | $24.5M | 2.24% | 172,405 | Common | SOLE |
| 500643200 | KFY | Korn Ferry | $23.9M | 2.19% | 356,605 | Common | SOLE |
| 346375108 | FORM | FormFactor Inc. | $23.8M | 2.18% | 393,755 | Common | SOLE |
| 556269108 | SHOO | Steven Madden LTD. | $23.1M | 2.11% | 545,766 | Common | SOLE |
| 92839U206 | VC | Visteon Corp. | $21.9M | 2.01% | 205,320 | Common | SOLE |
| 25787G100 | DFIN | Donnelley Financial Solutions Inc. | $21.6M | 1.98% | 362,210 | Common | SOLE |
| G3323L100 | FN | Fabrinet | $20.7M | 1.90% | 84,732 | Common | SOLE |
| G87264100 | TGLS | Tecnoglass Inc. | $20.4M | 1.87% | 406,235 | Common | SOLE |
| 62945V109 | NVEEUSD | NV5 Global Inc. | $20.1M | 1.84% | 216,641 | Common | SOLE |
| 607828100 | MOD | Modine Manufacturing Co. | $19.6M | 1.80% | 195,855 | Common | SOLE |
| 005098108 | GOLF | Acushnet Holdings Corp. | $17.7M | 1.62% | 278,780 | Common | SOLE |
| 82706C108 | SIMO | Silicon Motion Technology Corp. | $17.2M | 1.58% | 212,945 | Common | SOLE |
| 41068X100 | HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | $17.1M | 1.57% | 578,191 | Common | SOLE |
| G98196101 | W9N0 | WNS Holdings LTD. | $15.5M | 1.42% | 295,614 | Common | SOLE |
| G0751N103 | ABYEUR | Atlantica Sustainable Infrastructure | $15.5M | 1.42% | 704,374 | Common | SOLE |
| 199333105 | CMCO | Columbus McKinnon Corp. | $15.1M | 1.38% | 436,059 | Common | SOLE |
| 902788108 | UMBF | UMB Financial Corp. | $13.8M | 1.26% | 164,855 | Common | SOLE |
| 292562105 | WIREEUR | Encore Wire Corp. | $11.0M | 1.01% | 38,110 | Common | SOLE |
| 59001A102 | MTH | Meritage Homes Corp. | $11.0M | 1.00% | 67,820 | Common | SOLE |
| 580589109 | MGRC | McGrath RentCorp | $9.9M | 0.91% | 92,975 | Common | SOLE |
| 00737L103 | CVSA | Adtalem Global Education Corp. | $8.9M | 0.82% | 130,580 | Common | SOLE |
| 149568107 | CVCO | Cavco Industries Inc. | $6.1M | 0.56% | 17,585 | 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.