13F HOLDINGS REPORT
NEUMEIER POMA INVESTMENT COUNSEL LLC
Quarter ended Q1 2024 · Filed May 13, 2024 · Accession 0001104659-24-060118
Total Value
$1.09B
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Comfort Systems USA Inc. | 199908104 | 178,911 | $56.8M | 5.21% |
| 2 | CBIZ Inc. | CBZ | 687,115 | $53.9M | 4.95% |
| 3 | OSI Systems Inc. | OSIS | 349,295 | $49.9M | 4.57% |
| 4 | Dycom Industries Inc. | 267475101 | 318,200 | $45.7M | 4.19% |
| 5 | ICF International Inc. | 44925C103 | 300,590 | $45.3M | 4.15% |
| 6 | Veeco Instruments Inc. | 922417100 | 1,235,915 | $43.5M | 3.99% |
| 7 | Federal Signal Corp. | FSS | 509,866 | $43.3M | 3.97% |
| 8 | Alamo Group Inc. | ALG | 178,921 | $40.9M | 3.75% |
| 9 | MYR Group Inc. | MYRG | 228,647 | $40.4M | 3.71% |
| 10 | Exlservice Holdings Inc. | EXLS | 1,256,850 | $40.0M | 3.67% |
| 11 | Century Communities Inc. | 156504300 | 399,368 | $38.5M | 3.53% |
| 12 | Tetra Tech Inc. | TTEK | 207,401 | $38.3M | 3.51% |
| 13 | Lakeland Financial Corp. | 511656100 | 551,980 | $36.6M | 3.36% |
| 14 | Skyline Champion Corp. | SKY | 405,000 | $34.4M | 3.16% |
| 15 | Interdigital Inc. | IDCC | 320,925 | $34.2M | 3.13% |
| 16 | Crane NXT Co. | CXT | 494,075 | $30.6M | 2.80% |
| 17 | Modine Manufacturing Co. | 607828100 | 315,360 | $30.0M | 2.75% |
| 18 | Celestica Inc. | CLS | 660,315 | $29.7M | 2.72% |
| 19 | WNS Holdings LTD. | G98196101 | 573,164 | $29.0M | 2.66% |
| 20 | Visteon Corp. | VC | 211,175 | $24.8M | 2.28% |
| 21 | Steven Madden LTD. | 556269108 | 562,018 | $23.8M | 2.18% |
| 22 | Korn Ferry | KFY | 347,195 | $22.8M | 2.09% |
| 23 | NV5 Global Inc. | 62945V109 | 222,246 | $21.8M | 2.00% |
| 24 | Fabrinet | FN | 114,119 | $21.6M | 1.98% |
| 25 | Limbach Holdings Inc. | LMB | 487,465 | $20.2M | 1.85% |
| 26 | Columbus McKinnon Corp. | CMCO | 445,754 | $19.9M | 1.82% |
| 27 | Huron Consulting Group Inc. | HURN | 177,560 | $17.2M | 1.57% |
| 28 | Primo Water Corp. | 74167P108 | 932,380 | $17.0M | 1.56% |
| 29 | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 41068X100 | 576,956 | $16.4M | 1.50% |
| 30 | FormFactor Inc. | FORM | 349,945 | $16.0M | 1.46% |
| 31 | Donnelley Financial Solutions Inc. | 25787G100 | 251,365 | $15.6M | 1.43% |
| 32 | Atlantica Sustainable Infrastructure | ALDA | 831,904 | $15.4M | 1.41% |
| 33 | Axcelis Technologies Inc. | ACLS | 111,670 | $12.5M | 1.14% |
| 34 | McGrath RentCorp | MGRC | 100,855 | $12.4M | 1.14% |
| 35 | Meritage Homes Corp. | MTH | 70,560 | $12.4M | 1.14% |
| 36 | Tecnoglass Inc. | TGLS | 191,210 | $9.9M | 0.91% |
| 37 | UMB Financial Corp. | 902788108 | 111,510 | $9.7M | 0.89% |
| 38 | Cavco Industries Inc. | 149568107 | 18,050 | $7.2M | 0.66% |
| 39 | Oxford Industries Inc. | 691497309 | 56,490 | $6.3M | 0.58% |
| 40 | Pacira Biosciences Inc. | PCRX | 151,810 | $4.4M | 0.41% |
| 41 | iShares Russell 2000 ETF | 464287655 | 11,260 | $2.4M | 0.22% |