13F HOLDINGS REPORT
NEUMEIER POMA INVESTMENT COUNSEL LLC
Quarter ended Q3 2023 · Filed August 10, 2023 · Accession 0001104659-23-089454
Total Value
$1.09B
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Comfort Systems USA Inc. | 199908104 | 397,786 | $65.3M | 5.98% |
| 2 | Federal Signal Corp. | FSS | 713,376 | $45.7M | 4.18% |
| 3 | OSI Systems Inc. | OSIS | 362,935 | $42.8M | 3.91% |
| 4 | Interdigital Inc. | IDCC | 428,090 | $41.3M | 3.78% |
| 5 | AMN Healthcare Services Inc. | 001744101 | 354,018 | $38.6M | 3.53% |
| 6 | Tetra Tech Inc. | TTEK | 232,688 | $38.1M | 3.49% |
| 7 | WNS Holdings LTD. | 92932M101 | 510,482 | $37.6M | 3.44% |
| 8 | Dycom Industries Inc. | 267475101 | 330,495 | $37.6M | 3.44% |
| 9 | CBIZ Inc. | CBZ | 701,500 | $37.4M | 3.42% |
| 10 | Alamo Group Inc. | ALG | 195,556 | $36.0M | 3.29% |
| 11 | Visteon Corp. | VC | 244,460 | $35.1M | 3.21% |
| 12 | Inmode LTD. | INMD | 929,290 | $34.7M | 3.18% |
| 13 | Exlservice Holdings Inc. | EXLS | 220,905 | $33.4M | 3.05% |
| 14 | Veeco Instruments Inc. | 922417100 | 1,291,400 | $33.2M | 3.03% |
| 15 | Fabrinet | FN | 252,949 | $32.9M | 3.01% |
| 16 | Atlantica Sustainable Infrastructure | ALDA | 1,299,976 | $30.5M | 2.79% |
| 17 | Meritage Homes Corp. | MTH | 204,410 | $29.1M | 2.66% |
| 18 | Century Communities Inc. | 156504300 | 367,306 | $28.1M | 2.57% |
| 19 | NextEra Energy Partners LP | NEE-PW | 476,020 | $27.9M | 2.55% |
| 20 | NV5 Global Inc. | 62945V109 | 248,661 | $27.5M | 2.52% |
| 21 | Steven Madden LTD. | 556269108 | 805,151 | $26.3M | 2.41% |
| 22 | Axcelis Technologies Inc. | ACLS | 142,235 | $26.1M | 2.39% |
| 23 | ICF International Inc. | 44925C103 | 205,010 | $25.5M | 2.33% |
| 24 | Skyline Champion Corp. | SKY | 386,740 | $25.3M | 2.32% |
| 25 | Harmony Biosciences Holdings Inc. | HRMY | 636,240 | $22.4M | 2.05% |
| 26 | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 41068X100 | 883,226 | $22.1M | 2.02% |
| 27 | Cavco Industries Inc. | 149568107 | 72,325 | $21.3M | 1.95% |
| 28 | Columbus McKinnon Corp. | CMCO | 497,114 | $20.2M | 1.85% |
| 29 | MYR Group Inc. | MYRG | 145,407 | $20.1M | 1.84% |
| 30 | Clearfield Inc | CLFD | 396,898 | $18.8M | 1.72% |
| 31 | Fox Factory Holding Corp. | FOXF | 152,120 | $16.5M | 1.51% |
| 32 | Lakeland Financial Corp. | 511656100 | 291,792 | $14.2M | 1.30% |
| 33 | FormFactor Inc. | FORM | 383,125 | $13.1M | 1.20% |
| 34 | McGrath RentCorp | MGRC | 140,170 | $13.0M | 1.19% |
| 35 | Oxford Industries Inc. | 691497309 | 131,000 | $12.9M | 1.18% |
| 36 | Korn Ferry | KFY | 242,880 | $12.0M | 1.10% |
| 37 | YETI Holdings Inc. | YETI | 274,510 | $10.7M | 0.98% |
| 38 | Pacira Biosciences Inc. | PCRX | 249,920 | $10.0M | 0.92% |
| 39 | Crane NXT Co. | CXT | 159,050 | $9.0M | 0.82% |
| 40 | Tecnoglass Inc. | TGLS | 155,835 | $8.1M | 0.74% |
| 41 | Methode Electronics Inc. | 591520200 | 236,180 | $7.9M | 0.72% |
| 42 | First Merchants Corp. | FRMEP | 178,255 | $5.0M | 0.46% |