13F HOLDINGS REPORT
NEUMEIER POMA INVESTMENT COUNSEL LLC
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001104659-24-117114
Total Value
$1.05B
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Dycom Industries Inc. | 267475101 | 281,625 | $55.5M | 5.29% |
| 2 | OSI Systems Inc. | OSIS | 308,314 | $46.8M | 4.46% |
| 3 | Limbach Holdings Inc. | LMB | 532,025 | $40.3M | 3.84% |
| 4 | Exlservice Holdings Inc. | EXLS | 1,053,555 | $40.2M | 3.83% |
| 5 | Interdigital Inc. | IDCC | 281,025 | $39.8M | 3.79% |
| 6 | Century Communities Inc. | 156504300 | 354,885 | $36.5M | 3.48% |
| 7 | Tetra Tech Inc. | TTEK | 746,885 | $35.2M | 3.36% |
| 8 | ICF International Inc. | 44925C103 | 210,980 | $35.2M | 3.35% |
| 9 | Champion Homes Inc. | SKY | 362,930 | $34.4M | 3.28% |
| 10 | UMB Financial Corp. | 902788108 | 319,740 | $33.6M | 3.20% |
| 11 | Federal Signal Corp. | FSS | 357,785 | $33.4M | 3.19% |
| 12 | Lakeland Financial Corp. | 511656100 | 488,502 | $31.8M | 3.03% |
| 13 | CBIZ Inc. | CBZ | 445,200 | $30.0M | 2.85% |
| 14 | Tecnoglass Inc. | TGLS | 426,850 | $29.3M | 2.79% |
| 15 | Meritage Homes Corp. | MTH | 142,700 | $29.3M | 2.79% |
| 16 | Primo Water Corp. | 74167P108 | 1,093,485 | $27.6M | 2.63% |
| 17 | Fabrinet | FN | 110,472 | $26.1M | 2.49% |
| 18 | Huron Consulting Group Inc. | HURN | 239,490 | $26.0M | 2.48% |
| 19 | Korn Ferry | KFY | 326,955 | $24.6M | 2.34% |
| 20 | Veeco Instruments Inc. | 922417100 | 731,135 | $24.2M | 2.31% |
| 21 | Steven Madden LTD. | 556269108 | 490,295 | $24.0M | 2.29% |
| 22 | Modine Manufacturing Co. | 607828100 | 177,930 | $23.6M | 2.25% |
| 23 | Crane NXT Co. | CXT | 419,795 | $23.6M | 2.24% |
| 24 | Blue Bird Corp. | BLBD | 485,355 | $23.3M | 2.22% |
| 25 | Donnelley Financial Solutions Inc. | 25787G100 | 329,025 | $21.7M | 2.06% |
| 26 | Comfort Systems USA Inc. | 199908104 | 53,701 | $21.0M | 2.00% |
| 27 | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 41068X100 | 594,378 | $20.5M | 1.95% |
| 28 | WNS Holdings LTD. | G98196101 | 376,414 | $19.8M | 1.89% |
| 29 | Adtalem Global Education Inc. | ADT | 254,695 | $19.2M | 1.83% |
| 30 | FormFactor Inc. | FORM | 413,795 | $19.0M | 1.81% |
| 31 | NV5 Global Inc. | 62945V109 | 194,986 | $18.2M | 1.74% |
| 32 | Alamo Group Inc. | ALG | 96,127 | $17.3M | 1.65% |
| 33 | Acushnet Holdings Corp. | GOLF | 252,795 | $16.1M | 1.54% |
| 34 | Atlantica Sustainable Infrastructure | ALDA | 614,348 | $13.5M | 1.29% |
| 35 | Cavco Industries Inc. | 149568107 | 29,617 | $12.7M | 1.21% |
| 36 | MYR Group Inc. | MYRG | 120,194 | $12.3M | 1.17% |
| 37 | Celestica Inc. | CLS | 231,320 | $11.8M | 1.13% |
| 38 | Silicon Motion Technology Corp. | SIMO | 193,385 | $11.7M | 1.12% |
| 39 | Axcelis Technologies Inc. | ACLS | 104,515 | $11.0M | 1.04% |
| 40 | McGrath RentCorp | MGRC | 90,180 | $9.5M | 0.90% |
| 41 | Columbus McKinnon Corp. | CMCO | 203,104 | $7.3M | 0.70% |
| 42 | Onespaworld Holdings Limited | OSW | 389,220 | $6.4M | 0.61% |
| 43 | Visteon Corp. | VC | 65,870 | $6.3M | 0.60% |