Q1 2025 · 13F-HR
NEUMEIER POMA INVESTMENT COUNSEL LLCholdings as filed
Filed 2025-05-12 · accession 0001104659-25-046939
$929.9M
Reported value
46
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 302081104 | EXLS | Exlservice Holdings Inc. | $48.6M | 5.22% | 1,029,104 | Common | SOLE |
| 671044105 | OSIS | OSI Systems Inc. | $47.4M | 5.10% | 243,978 | Common | SOLE |
| 00737L103 | CVSA | Adtalem Global Education Inc. | $40.9M | 4.40% | 406,430 | Common | SOLE |
| 45867G101 | IDCC | Interdigital Inc. | $37.5M | 4.04% | 181,510 | Common | SOLE |
| 447462102 | HURN | Huron Consulting Group Inc. | $35.0M | 3.77% | 244,318 | Common | SOLE |
| 741623102 | PRMB | Primo Brands Corp. | $34.7M | 3.73% | 976,336 | Common | SOLE |
| 124805102 | CBZ | CBIZ Inc. | $34.6M | 3.72% | 456,382 | Common | SOLE |
| 830830105 | SKY | Champion Homes Inc. | $33.5M | 3.60% | 353,356 | Common | SOLE |
| 902788108 | UMBF | UMB Financial Corp. | $31.6M | 3.39% | 312,199 | Common | SOLE |
| G98196101 | W9N0 | WNS Holdings LTD. | $30.0M | 3.23% | 488,103 | Common | SOLE |
| 511656100 | LKFN | Lakeland Financial Corp. | $28.2M | 3.04% | 475,102 | Common | SOLE |
| 15101Q207 | CLS | Celestica Inc. | $26.4M | 2.84% | 334,829 | Common | SOLE |
| 41068X100 | HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | $25.1M | 2.69% | 856,908 | Common | SOLE |
| 267475101 | DY | Dycom Industries Inc. | $24.8M | 2.66% | 162,597 | Common | SOLE |
| 53263P105 | LMB | Limbach Holdings Inc. | $24.4M | 2.62% | 327,326 | Common | SOLE |
| M87915274 | TSEM | Tower Semiconductor LTD. | $24.3M | 2.61% | 681,215 | Common | SOLE |
| 313855108 | FSS | Federal Signal Corp. | $23.4M | 2.51% | 317,738 | Common | SOLE |
| 149568107 | CVCO | Cavco Industries Inc. | $23.3M | 2.50% | 44,811 | Common | SOLE |
| 580589109 | MGRC | McGrath RentCorp | $23.2M | 2.49% | 208,246 | Common | SOLE |
| 500643200 | KFY | Korn Ferry | $21.7M | 2.34% | 320,600 | Common | SOLE |
| G3323L100 | FN | Fabrinet | $19.8M | 2.13% | 100,303 | Common | SOLE |
| P73684113 | OSW | Onespaworld Holdings Limited | $19.7M | 2.12% | 1,173,827 | Common | SOLE |
| G87264100 | TGLS | Tecnoglass Inc. | $19.3M | 2.08% | 270,095 | Common | SOLE |
| 199908104 | FIX | Comfort Systems USA Inc. | $18.8M | 2.02% | 58,237 | Common | SOLE |
| 82706C108 | SIMO | Silicon Motion Technology Corp. | $17.8M | 1.92% | 353,015 | Common | SOLE |
| 005098108 | GOLF | Acushnet Holdings Corp. | $16.9M | 1.82% | 245,948 | Common | SOLE |
| 88162G103 | TTEK | Tetra Tech Inc. | $16.1M | 1.73% | 549,921 | Common | SOLE |
| 44925C103 | ICFI | ICF International Inc. | $14.6M | 1.57% | 171,371 | Common | SOLE |
| 300426103 | ECG | Everus Construction Group Inc. | $14.0M | 1.50% | 377,159 | Common | SOLE |
| 095306106 | BLBD | Blue Bird Corp. | $13.9M | 1.50% | 430,665 | Common | SOLE |
| 55405W104 | MYRG | MYR Group Inc. | $13.3M | 1.43% | 117,351 | Common | SOLE |
| 224441105 | CXT | Crane NXT Co. | $12.9M | 1.39% | 251,906 | Common | SOLE |
| 25787G100 | DFIN | Donnelley Financial Solutions Inc. | $12.0M | 1.29% | 275,080 | Common | SOLE |
| 62945V109 | NVEEUSD | NV5 Global Inc. | $12.0M | 1.29% | 621,447 | Common | SOLE |
| 011311107 | ALG | Alamo Group Inc. | $11.2M | 1.21% | 63,004 | Common | SOLE |
| 556269108 | SHOO | Steven Madden LTD. | $10.0M | 1.08% | 376,393 | Common | SOLE |
| 59100U108 | CASH | Pathward Financial Inc. | $9.7M | 1.04% | 132,680 | Common | SOLE |
| 74112D101 | PBH | Prestige Consumer Healthcare Inc. | $8.7M | 0.94% | 101,350 | Common | SOLE |
| 346375108 | FORM | FormFactor Inc. | $8.6M | 0.93% | 305,390 | Common | SOLE |
| 922417100 | VECO | Veeco Instruments Inc. | $8.1M | 0.87% | 404,852 | Common | SOLE |
| 607828100 | MOD | Modine Manufacturing Co. | $7.4M | 0.80% | 96,969 | Common | SOLE |
| 78463V107 | GLD | SPDR Gold Trust | $7.0M | 0.75% | 24,295 | Common | SOLE |
| 022671101 | AMAL | Amalgamated Financial Corp. | $7.0M | 0.75% | 242,155 | Common | SOLE |
| 04911A107 | AUB | Atlantic Union Bankshares Corp. | $6.7M | 0.73% | 216,645 | Common | SOLE |
| 156504300 | CCS | Century Communities Inc. | $5.1M | 0.55% | 76,458 | Common | SOLE |
| 464287655 | IWM | iShares Russell 2000 ETF | $483,763 | 0.05% | 2,425 | 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.