Q4 2024 · 13F-HR
NEUMEIER POMA INVESTMENT COUNSEL LLCholdings as filed
Filed 2025-02-12 · accession 0001104659-25-011722
$1.03B
Reported value
43
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 302081104 | EXLS | Exlservice Holdings Inc. | $46.1M | 4.47% | 1,038,394 | Common | SOLE |
| 671044105 | OSIS | OSI Systems Inc. | $45.3M | 4.39% | 270,342 | Common | SOLE |
| 267475101 | DY | Dycom Industries Inc. | $43.2M | 4.18% | 247,959 | Common | SOLE |
| 45867G101 | IDCC | Interdigital Inc. | $42.1M | 4.08% | 217,444 | Common | SOLE |
| 53263P105 | LMB | Limbach Holdings Inc. | $39.5M | 3.83% | 461,825 | Common | SOLE |
| 124805102 | CBZ | CBIZ Inc. | $37.3M | 3.62% | 456,062 | Common | SOLE |
| 00737L103 | CVSA | Adtalem Global Education Inc. | $36.8M | 3.57% | 405,530 | Common | SOLE |
| 902788108 | UMBF | UMB Financial Corp. | $35.3M | 3.43% | 313,124 | Common | SOLE |
| M87915274 | TSEM | Tower Semiconductor LTD. | $33.0M | 3.20% | 641,315 | Common | SOLE |
| 741623102 | PRMB | Primo Brands Corp. | $33.0M | 3.19% | 1,071,161 | Common | SOLE |
| 511656100 | LKFN | Lakeland Financial Corp. | $32.7M | 3.17% | 476,113 | Common | SOLE |
| 830830105 | SKY | Champion Homes Inc. | $31.4M | 3.05% | 356,616 | Common | SOLE |
| 199908104 | FIX | Comfort Systems USA Inc. | $31.2M | 3.02% | 73,534 | Common | SOLE |
| 313855108 | FSS | Federal Signal Corp. | $30.3M | 2.93% | 327,698 | Common | SOLE |
| 447462102 | HURN | Huron Consulting Group Inc. | $30.1M | 2.92% | 242,558 | Common | SOLE |
| 15101Q207 | CLS | Celestica Inc. | $28.3M | 2.74% | 306,260 | Common | SOLE |
| 88162G103 | TTEK | Tetra Tech Inc. | $28.0M | 2.72% | 703,836 | Common | SOLE |
| 300426103 | ECG | Everus Construction Group Inc. | $24.5M | 2.38% | 372,939 | Common | SOLE |
| 44925C103 | ICFI | ICF International Inc. | $23.8M | 2.31% | 199,506 | Common | SOLE |
| G87264100 | TGLS | Tecnoglass Inc. | $23.7M | 2.30% | 298,550 | Common | SOLE |
| 580589109 | MGRC | McGrath RentCorp | $22.9M | 2.22% | 204,806 | Common | SOLE |
| 500643200 | KFY | Korn Ferry | $22.0M | 2.14% | 326,790 | Common | SOLE |
| 607828100 | MOD | Modine Manufacturing Co. | $20.8M | 2.02% | 179,431 | Common | SOLE |
| 25787G100 | DFIN | Donnelley Financial Solutions Inc. | $20.3M | 1.96% | 323,080 | Common | SOLE |
| 04911A107 | AUB | Atlantic Union Bankshares Corp. | $19.9M | 1.93% | 525,520 | Common | SOLE |
| 556269108 | SHOO | Steven Madden LTD. | $19.2M | 1.86% | 451,641 | Common | SOLE |
| 005098108 | GOLF | Acushnet Holdings Corp. | $18.0M | 1.74% | 253,113 | Common | SOLE |
| 346375108 | FORM | FormFactor Inc. | $17.8M | 1.73% | 405,130 | Common | SOLE |
| 55405W104 | MYRG | MYR Group Inc. | $17.2M | 1.66% | 115,361 | Common | SOLE |
| G98196101 | W9N0 | WNS Holdings LTD. | $17.1M | 1.66% | 360,658 | Common | SOLE |
| P73684113 | OSW | Onespaworld Holdings Limited | $16.9M | 1.64% | 851,122 | Common | SOLE |
| 095306106 | BLBD | Blue Bird Corp. | $16.5M | 1.60% | 426,015 | Common | SOLE |
| 011311107 | ALG | Alamo Group Inc. | $15.9M | 1.54% | 85,366 | Common | SOLE |
| 41068X100 | HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | $15.5M | 1.50% | 576,693 | Common | SOLE |
| 224441105 | CXT | Crane NXT Co. | $14.8M | 1.43% | 253,366 | Common | SOLE |
| 149568107 | CVCO | Cavco Industries Inc. | $13.5M | 1.31% | 30,296 | Common | SOLE |
| 022671101 | AMAL | Amalgamated Financial Corp. | $13.1M | 1.27% | 391,195 | Common | SOLE |
| G3323L100 | FN | Fabrinet | $12.3M | 1.19% | 55,812 | Common | SOLE |
| 62945V109 | NVEEUSD | NV5 Global Inc. | $11.5M | 1.12% | 612,252 | Common | SOLE |
| 922417100 | VECO | Veeco Instruments Inc. | $11.2M | 1.09% | 419,207 | Common | SOLE |
| 82706C108 | SIMO | Silicon Motion Technology Corp. | $9.8M | 0.95% | 181,665 | Common | SOLE |
| 156504300 | CCS | Century Communities Inc. | $5.8M | 0.56% | 79,273 | Common | SOLE |
| 92839U206 | VC | Visteon Corp. | $4.1M | 0.40% | 46,504 | 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.