Q4 2025 · 13F-HR
NEUMEIER POMA INVESTMENT COUNSEL LLCholdings as filed
Filed 2026-02-11 · accession 0001104659-26-012937
$1.21B
Reported value
43
Positions
2025-12-31
Period end
The Brief · NEUMEIER POMA INVESTMENT COUNSEL LLC · Q4 2025
AI · grounded in 13F
NEUMEIER POMA INVESTMENT COUNSEL LLC closed its position in WNS Holdings LTD. W9N0, reducing exposure by $24.66M. The fund established new positions in Laureate Education Inc. LAUR for $27.55M and Eplus Inc. PLUS for $24.68M. Additionally, the fund increased its stake in Limbach Holdings Inc. LMB by 151.47% and UFP Technologies Inc. UFPT via a new $11.57M position.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| M87915274 | TSEM | Tower Semiconductor LTD. | $53.7M | 4.44% | 457,288 | Common | SOLE |
| 671044105 | OSIS | OSI Systems Inc. | $49.9M | 4.13% | 195,795 | Common | SOLE |
| 447462102 | HURN | Huron Consulting Group Inc. | $49.3M | 4.07% | 284,856 | Common | SOLE |
| 267475101 | DY | Dycom Industries Inc. | $46.2M | 3.82% | 136,848 | Common | SOLE |
| 82706C108 | SIMO | Silicon Motion Technology Corp. | $44.7M | 3.69% | 481,818 | Common | SOLE |
| 55405W104 | MYRG | MYR Group Inc. | $44.0M | 3.64% | 201,539 | Common | SOLE |
| 556269108 | SHOO | Steven Madden LTD. | $44.0M | 3.64% | 1,057,465 | Common | SOLE |
| 87305R109 | TTMI | TTM Technologies Inc. | $44.0M | 3.64% | 637,790 | Common | SOLE |
| 41068X100 | HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | $43.8M | 3.62% | 1,392,799 | Common | SOLE |
| 302081104 | EXLS | Exlservice Holdings Inc. | $42.2M | 3.49% | 994,683 | Common | SOLE |
| 44925C103 | ICFI | ICF International Inc. | $41.0M | 3.39% | 481,086 | Common | SOLE |
| 830830105 | SKY | Champion Homes Inc. | $40.9M | 3.38% | 484,196 | Common | SOLE |
| G3323L100 | FN | Fabrinet | $39.9M | 3.30% | 87,671 | Common | SOLE |
| 902788108 | UMBF | UMB Financial Corp. | $38.7M | 3.20% | 336,712 | Common | SOLE |
| 88162G103 | TTEK | Tetra Tech Inc. | $37.8M | 3.12% | 1,126,603 | Common | SOLE |
| 00737L103 | CVSA | Adtalem Global Education Inc. | $34.5M | 2.85% | 333,592 | Common | SOLE |
| 149568107 | CVCO | Cavco Industries Inc. | $32.7M | 2.70% | 55,312 | Common | SOLE |
| 005098108 | GOLF | Acushnet Holdings Corp. | $30.7M | 2.54% | 384,424 | Common | SOLE |
| 580589109 | MGRC | McGrath RentCorp | $30.6M | 2.53% | 292,003 | Common | SOLE |
| P73684113 | OSW | Onespaworld Holdings Limited | $28.0M | 2.31% | 1,347,742 | Common | SOLE |
| 518613203 | LAUR | Laureate Education Inc. | $27.6M | 2.28% | 818,340 | Common | SOLE |
| 511656100 | LKFN | Lakeland Financial Corp. | $27.5M | 2.27% | 482,244 | Common | SOLE |
| 500643200 | KFY | Korn Ferry | $27.2M | 2.24% | 411,262 | Common | SOLE |
| 53263P105 | LMB | Limbach Holdings Inc. | $24.8M | 2.05% | 318,238 | Common | SOLE |
| 294268107 | PLUS | Eplus Inc. | $24.7M | 2.04% | 281,430 | Common | SOLE |
| 313855108 | FSS | Federal Signal Corp. | $24.2M | 2.00% | 222,931 | Common | SOLE |
| 45867G101 | IDCC | Interdigital Inc. | $22.4M | 1.85% | 70,319 | Common | SOLE |
| 095306106 | BLBD | Blue Bird Corp. | $22.4M | 1.85% | 476,190 | Common | SOLE |
| 59100U108 | CASH | Pathward Financial Inc. | $18.8M | 1.55% | 264,100 | Common | SOLE |
| 224441105 | CXT | Crane NXT Co. | $17.5M | 1.44% | 371,015 | Common | SOLE |
| 78463V107 | GLD | SPDR Gold Trust | $17.1M | 1.41% | 43,185 | Common | SOLE |
| 607828100 | MOD | Modine Manufacturing Co. | $16.3M | 1.35% | 122,052 | Common | SOLE |
| 52466B103 | LZ | LegalZoom.Com Inc. | $15.9M | 1.31% | 1,597,435 | Common | SOLE |
| 011311107 | ALG | Alamo Group Inc. | $15.6M | 1.29% | 93,066 | Common | SOLE |
| 741623102 | PRMB | Primo Brands Corp. | $14.2M | 1.17% | 868,085 | Common | SOLE |
| 199908104 | FIX | Comfort Systems USA Inc. | $13.6M | 1.13% | 14,601 | Common | SOLE |
| 15101Q207 | CLS | Celestica Inc. | $13.1M | 1.08% | 44,243 | Common | SOLE |
| 968223206 | WLY | Wiley John & Sons Inc. | $12.1M | 1.00% | 393,715 | Common | SOLE |
| 902673102 | UFPT | UFP Technologies Inc. | $11.6M | 0.96% | 52,120 | Common | SOLE |
| 749527107 | 1RG | Rev Group Inc | $11.3M | 0.93% | 185,660 | Common | SOLE |
| 300426103 | ECG | Everus Construction Group Inc. | $6.7M | 0.56% | 78,744 | Common | SOLE |
| 124805102 | CBZ | CBIZ Inc. | $5.1M | 0.42% | 101,585 | Common | SOLE |
| 302941109 | FCN | FTI Consulting | $3.8M | 0.31% | 22,285 | 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.