Q3 2025 · 13F-HR
NEUMEIER POMA INVESTMENT COUNSEL LLCholdings as filed
Filed 2025-11-12 · accession 0001104659-25-109533
The Brief · NEUMEIER POMA INVESTMENT COUNSEL LLC · Q3 2025
AI · grounded in 13F
NEUMEIER POMA INVESTMENT COUNSEL LLC established a new position in Tower Semiconductor LTD. TSEM valued at $56.5M. The fund also initiated new stakes in Adtalem Global Education Inc. CVSA for $49.5M and Dycom Industries Inc. DY for $48.5M. Other new additions include OSI Systems Inc. OSIS, Silicon Motion Technology Corp. SIMO, and Exlservice Holdings Inc. EXLS. The fund manages a total of 41 positions with $1.22B in assets under management.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| M87915274 | TSEM | Tower Semiconductor LTD. | $56.5M | 4.62% | 781,368 | Common | SOLE |
| 00737L103 | CVSA | Adtalem Global Education Inc. | $49.5M | 4.05% | 320,477 | Common | SOLE |
| 267475101 | DY | Dycom Industries Inc. | $48.5M | 3.97% | 166,313 | Common | SOLE |
| 671044105 | OSIS | OSI Systems Inc. | $48.5M | 3.97% | 194,565 | Common | SOLE |
| 82706C108 | SIMO | Silicon Motion Technology Corp. | $45.4M | 3.71% | 478,463 | Common | SOLE |
| 302081104 | EXLS | Exlservice Holdings Inc. | $44.5M | 3.64% | 1,011,033 | Common | SOLE |
| 87305R109 | TTMI | TTM Technologies Inc. | $43.1M | 3.53% | 749,125 | Common | SOLE |
| 55405W104 | MYRG | MYR Group Inc. | $41.3M | 3.38% | 198,401 | Common | SOLE |
| 447462102 | HURN | Huron Consulting Group Inc. | $40.7M | 3.33% | 277,476 | Common | SOLE |
| 902788108 | UMBF | UMB Financial Corp. | $40.0M | 3.27% | 338,052 | Common | SOLE |
| 41068X100 | HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | $38.9M | 3.18% | 1,267,489 | Common | SOLE |
| 199908104 | FIX | Comfort Systems USA Inc. | $37.6M | 3.08% | 45,608 | Common | SOLE |
| 15101Q207 | CLS | Celestica Inc. | $36.9M | 3.02% | 149,950 | Common | SOLE |
| 580589109 | MGRC | McGrath RentCorp | $34.9M | 2.86% | 297,878 | Common | SOLE |
| 45867G101 | IDCC | Interdigital Inc. | $33.6M | 2.75% | 97,424 | Common | SOLE |
| 88162G103 | TTEK | Tetra Tech Inc. | $32.7M | 2.68% | 979,388 | Common | SOLE |
| G3323L100 | FN | Fabrinet | $32.2M | 2.64% | 88,391 | Common | SOLE |
| 556269108 | SHOO | Steven Madden LTD. | $32.0M | 2.62% | 955,010 | Common | SOLE |
| 511656100 | LKFN | Lakeland Financial Corp. | $31.7M | 2.59% | 493,469 | Common | SOLE |
| 44925C103 | ICFI | ICF International Inc. | $30.5M | 2.49% | 328,181 | Common | SOLE |
| 313855108 | FSS | Federal Signal Corp. | $29.7M | 2.43% | 249,961 | Common | SOLE |
| P73684113 | OSW | Onespaworld Holdings Limited | $29.0M | 2.37% | 1,371,407 | Common | SOLE |
| 095306106 | BLBD | Blue Bird Corp. | $27.8M | 2.28% | 483,310 | Common | SOLE |
| 830830105 | SKY | Champion Homes Inc. | $26.4M | 2.16% | 345,306 | Common | SOLE |
| 224441105 | CXT | Crane NXT Co. | $25.9M | 2.12% | 386,536 | Common | SOLE |
| 59100U108 | CASH | Pathward Financial Inc. | $25.8M | 2.11% | 348,590 | Common | SOLE |
| G98196101 | W9N0 | WNS Holdings LTD. | $24.7M | 2.02% | 323,313 | Common | SOLE |
| 300426103 | ECG | Everus Construction Group Inc. | $24.4M | 1.99% | 283,979 | Common | SOLE |
| 500643200 | KFY | Korn Ferry | $23.1M | 1.89% | 330,402 | Common | SOLE |
| 149568107 | CVCO | Cavco Industries Inc. | $22.5M | 1.84% | 38,777 | Common | SOLE |
| 741623102 | PRMB | Primo Brands Corp. | $22.1M | 1.81% | 1,000,956 | Common | SOLE |
| 607828100 | MOD | Modine Manufacturing Co. | $19.9M | 1.63% | 140,062 | Common | SOLE |
| 005098108 | GOLF | Acushnet Holdings Corp. | $19.9M | 1.63% | 253,434 | Common | SOLE |
| 011311107 | ALG | Alamo Group Inc. | $18.3M | 1.50% | 95,931 | Common | SOLE |
| 52466B103 | LZ | LegalZoom.Com Inc. | $18.1M | 1.48% | 1,744,355 | Common | SOLE |
| 968223206 | WLY | Wiley John & Sons Inc. | $16.0M | 1.31% | 395,640 | Common | SOLE |
| 78463V107 | GLD | SPDR Gold Trust | $13.0M | 1.07% | 36,636 | Common | SOLE |
| 53263P105 | LMB | Limbach Holdings Inc. | $12.3M | 1.01% | 126,553 | Common | SOLE |
| 749527107 | 1RG | Rev Group Inc | $11.8M | 0.96% | 207,940 | Common | SOLE |
| G87264100 | TGLS | Tecnoglass Inc. | $6.6M | 0.54% | 97,941 | Common | SOLE |
| 124805102 | CBZ | CBIZ Inc. | $5.5M | 0.45% | 103,035 | 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.