Q3 2024 · 13F-HR
NEUMEIER POMA INVESTMENT COUNSEL LLCholdings as filed
Filed 2024-11-13 · accession 0001104659-24-117114
$1.05B
Reported value
43
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 267475101 | DY | Dycom Industries Inc. | $55.5M | 5.29% | 281,625 | Common | SOLE |
| 671044105 | OSIS | OSI Systems Inc. | $46.8M | 4.46% | 308,314 | Common | SOLE |
| 53263P105 | LMB | Limbach Holdings Inc. | $40.3M | 3.84% | 532,025 | Common | SOLE |
| 302081104 | EXLS | Exlservice Holdings Inc. | $40.2M | 3.83% | 1,053,555 | Common | SOLE |
| 45867G101 | IDCC | Interdigital Inc. | $39.8M | 3.79% | 281,025 | Common | SOLE |
| 156504300 | CCS | Century Communities Inc. | $36.5M | 3.48% | 354,885 | Common | SOLE |
| 88162G103 | TTEK | Tetra Tech Inc. | $35.2M | 3.36% | 746,885 | Common | SOLE |
| 44925C103 | ICFI | ICF International Inc. | $35.2M | 3.35% | 210,980 | Common | SOLE |
| 830830105 | SKY | Champion Homes Inc. | $34.4M | 3.28% | 362,930 | Common | SOLE |
| 902788108 | UMBF | UMB Financial Corp. | $33.6M | 3.20% | 319,740 | Common | SOLE |
| 313855108 | FSS | Federal Signal Corp. | $33.4M | 3.19% | 357,785 | Common | SOLE |
| 511656100 | LKFN | Lakeland Financial Corp. | $31.8M | 3.03% | 488,502 | Common | SOLE |
| 124805102 | CBZ | CBIZ Inc. | $30.0M | 2.85% | 445,200 | Common | SOLE |
| G87264100 | TGLS | Tecnoglass Inc. | $29.3M | 2.79% | 426,850 | Common | SOLE |
| 59001A102 | MTH | Meritage Homes Corp. | $29.3M | 2.79% | 142,700 | Common | SOLE |
| 74167P108 | BCBUSD | Primo Water Corp. | $27.6M | 2.63% | 1,093,485 | Common | SOLE |
| G3323L100 | FN | Fabrinet | $26.1M | 2.49% | 110,472 | Common | SOLE |
| 447462102 | HURN | Huron Consulting Group Inc. | $26.0M | 2.48% | 239,490 | Common | SOLE |
| 500643200 | KFY | Korn Ferry | $24.6M | 2.34% | 326,955 | Common | SOLE |
| 922417100 | VECO | Veeco Instruments Inc. | $24.2M | 2.31% | 731,135 | Common | SOLE |
| 556269108 | SHOO | Steven Madden LTD. | $24.0M | 2.29% | 490,295 | Common | SOLE |
| 607828100 | MOD | Modine Manufacturing Co. | $23.6M | 2.25% | 177,930 | Common | SOLE |
| 224441105 | CXT | Crane NXT Co. | $23.6M | 2.24% | 419,795 | Common | SOLE |
| 095306106 | BLBD | Blue Bird Corp. | $23.3M | 2.22% | 485,355 | Common | SOLE |
| 25787G100 | DFIN | Donnelley Financial Solutions Inc. | $21.7M | 2.06% | 329,025 | Common | SOLE |
| 199908104 | FIX | Comfort Systems USA Inc. | $21.0M | 2.00% | 53,701 | Common | SOLE |
| 41068X100 | HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | $20.5M | 1.95% | 594,378 | Common | SOLE |
| G98196101 | W9N0 | WNS Holdings LTD. | $19.8M | 1.89% | 376,414 | Common | SOLE |
| 00737L103 | CVSA | Adtalem Global Education Inc. | $19.2M | 1.83% | 254,695 | Common | SOLE |
| 346375108 | FORM | FormFactor Inc. | $19.0M | 1.81% | 413,795 | Common | SOLE |
| 62945V109 | NVEEUSD | NV5 Global Inc. | $18.2M | 1.74% | 194,986 | Common | SOLE |
| 011311107 | ALG | Alamo Group Inc. | $17.3M | 1.65% | 96,127 | Common | SOLE |
| 005098108 | GOLF | Acushnet Holdings Corp. | $16.1M | 1.54% | 252,795 | Common | SOLE |
| G0751N103 | ABYEUR | Atlantica Sustainable Infrastructure | $13.5M | 1.29% | 614,348 | Common | SOLE |
| 149568107 | CVCO | Cavco Industries Inc. | $12.7M | 1.21% | 29,617 | Common | SOLE |
| 55405W104 | MYRG | MYR Group Inc. | $12.3M | 1.17% | 120,194 | Common | SOLE |
| 15101Q207 | CLS | Celestica Inc. | $11.8M | 1.13% | 231,320 | Common | SOLE |
| 82706C108 | SIMO | Silicon Motion Technology Corp. | $11.7M | 1.12% | 193,385 | Common | SOLE |
| 054540208 | ACLS | Axcelis Technologies Inc. | $11.0M | 1.04% | 104,515 | Common | SOLE |
| 580589109 | MGRC | McGrath RentCorp | $9.5M | 0.90% | 90,180 | Common | SOLE |
| 199333105 | CMCO | Columbus McKinnon Corp. | $7.3M | 0.70% | 203,104 | Common | SOLE |
| P73684113 | OSW | Onespaworld Holdings Limited | $6.4M | 0.61% | 389,220 | Common | SOLE |
| 92839U206 | VC | Visteon Corp. | $6.3M | 0.60% | 65,870 | 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.