13F HOLDINGS REPORT
NEUMEIER POMA INVESTMENT COUNSEL LLC
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001104659-24-088565
Total Value
$1.09B
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Veeco Instruments Inc. | 922417100 | 1,218,960 | $56.9M | 5.21% |
| 2 | Dycom Industries Inc. | 267475101 | 310,490 | $52.4M | 4.80% |
| 3 | CBIZ Inc. | CBZ | 662,240 | $49.1M | 4.49% |
| 4 | OSI Systems Inc. | OSIS | 338,730 | $46.6M | 4.26% |
| 5 | ICF International Inc. | 44925C103 | 280,095 | $41.6M | 3.81% |
| 6 | Federal Signal Corp. | FSS | 494,081 | $41.3M | 3.78% |
| 7 | Tetra Tech Inc. | TTEK | 200,571 | $41.0M | 3.75% |
| 8 | Exlservice Holdings Inc. | EXLS | 1,158,455 | $36.3M | 3.33% |
| 9 | Interdigital Inc. | IDCC | 309,770 | $36.1M | 3.31% |
| 10 | Lakeland Financial Corp. | 511656100 | 538,735 | $33.1M | 3.03% |
| 11 | Century Communities Inc. | 156504300 | 389,588 | $31.8M | 2.91% |
| 12 | Comfort Systems USA Inc. | 199908104 | 101,355 | $30.8M | 2.82% |
| 13 | Crane NXT Co. | CXT | 481,980 | $29.6M | 2.71% |
| 14 | MYR Group Inc. | MYRG | 211,529 | $28.7M | 2.63% |
| 15 | Limbach Holdings Inc. | LMB | 478,270 | $27.2M | 2.49% |
| 16 | Skyline Champion Corp. | SKY | 394,825 | $26.7M | 2.45% |
| 17 | Celestica Inc. | CLS | 466,165 | $26.7M | 2.45% |
| 18 | Primo Water Corp. | 74167P108 | 1,192,945 | $26.1M | 2.39% |
| 19 | Huron Consulting Group Inc. | HURN | 262,430 | $25.8M | 2.37% |
| 20 | Alamo Group Inc. | ALG | 148,766 | $25.7M | 2.36% |
| 21 | Axcelis Technologies Inc. | ACLS | 172,405 | $24.5M | 2.24% |
| 22 | Korn Ferry | KFY | 356,605 | $23.9M | 2.19% |
| 23 | FormFactor Inc. | FORM | 393,755 | $23.8M | 2.18% |
| 24 | Steven Madden LTD. | 556269108 | 545,766 | $23.1M | 2.11% |
| 25 | Visteon Corp. | VC | 205,320 | $21.9M | 2.01% |
| 26 | Donnelley Financial Solutions Inc. | 25787G100 | 362,210 | $21.6M | 1.98% |
| 27 | Fabrinet | FN | 84,732 | $20.7M | 1.90% |
| 28 | Tecnoglass Inc. | TGLS | 406,235 | $20.4M | 1.87% |
| 29 | NV5 Global Inc. | 62945V109 | 216,641 | $20.1M | 1.84% |
| 30 | Modine Manufacturing Co. | 607828100 | 195,855 | $19.6M | 1.80% |
| 31 | Acushnet Holdings Corp. | GOLF | 278,780 | $17.7M | 1.62% |
| 32 | Silicon Motion Technology Corp. | SIMO | 212,945 | $17.2M | 1.58% |
| 33 | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 41068X100 | 578,191 | $17.1M | 1.57% |
| 34 | WNS Holdings LTD. | G98196101 | 295,614 | $15.5M | 1.42% |
| 35 | Atlantica Sustainable Infrastructure | ALDA | 704,374 | $15.5M | 1.42% |
| 36 | Columbus McKinnon Corp. | CMCO | 436,059 | $15.1M | 1.38% |
| 37 | UMB Financial Corp. | 902788108 | 164,855 | $13.8M | 1.26% |
| 38 | Encore Wire Corp. | ECR | 38,110 | $11.0M | 1.01% |
| 39 | Meritage Homes Corp. | MTH | 67,820 | $11.0M | 1.00% |
| 40 | McGrath RentCorp | MGRC | 92,975 | $9.9M | 0.91% |
| 41 | Adtalem Global Education Corp. | ADT | 130,580 | $8.9M | 0.82% |
| 42 | Cavco Industries Inc. | 149568107 | 17,585 | $6.1M | 0.56% |