13F HOLDINGS REPORT
NEUMEIER POMA INVESTMENT COUNSEL LLC
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0001104659-25-011722
Total Value
$1.03B
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Exlservice Holdings Inc. | EXLS | 1,038,394 | $46.1M | 4.47% |
| 2 | OSI Systems Inc. | OSIS | 270,342 | $45.3M | 4.39% |
| 3 | Dycom Industries Inc. | 267475101 | 247,959 | $43.2M | 4.18% |
| 4 | Interdigital Inc. | IDCC | 217,444 | $42.1M | 4.08% |
| 5 | Limbach Holdings Inc. | LMB | 461,825 | $39.5M | 3.83% |
| 6 | CBIZ Inc. | CBZ | 456,062 | $37.3M | 3.62% |
| 7 | Adtalem Global Education Inc. | ADT | 405,530 | $36.8M | 3.57% |
| 8 | UMB Financial Corp. | 902788108 | 313,124 | $35.3M | 3.43% |
| 9 | Tower Semiconductor LTD. | TSEM | 641,315 | $33.0M | 3.20% |
| 10 | Primo Brands Corp. | PRMB | 1,071,161 | $33.0M | 3.19% |
| 11 | Lakeland Financial Corp. | 511656100 | 476,113 | $32.7M | 3.17% |
| 12 | Champion Homes Inc. | SKY | 356,616 | $31.4M | 3.05% |
| 13 | Comfort Systems USA Inc. | 199908104 | 73,534 | $31.2M | 3.02% |
| 14 | Federal Signal Corp. | FSS | 327,698 | $30.3M | 2.93% |
| 15 | Huron Consulting Group Inc. | HURN | 242,558 | $30.1M | 2.92% |
| 16 | Celestica Inc. | CLS | 306,260 | $28.3M | 2.74% |
| 17 | Tetra Tech Inc. | TTEK | 703,836 | $28.0M | 2.72% |
| 18 | Everus Construction Group Inc. | EVEX-WT | 372,939 | $24.5M | 2.38% |
| 19 | ICF International Inc. | 44925C103 | 199,506 | $23.8M | 2.31% |
| 20 | Tecnoglass Inc. | TGLS | 298,550 | $23.7M | 2.30% |
| 21 | McGrath RentCorp | MGRC | 204,806 | $22.9M | 2.22% |
| 22 | Korn Ferry | KFY | 326,790 | $22.0M | 2.14% |
| 23 | Modine Manufacturing Co. | 607828100 | 179,431 | $20.8M | 2.02% |
| 24 | Donnelley Financial Solutions Inc. | 25787G100 | 323,080 | $20.3M | 1.96% |
| 25 | Atlantic Union Bankshares Corp. | 04911A107 | 525,520 | $19.9M | 1.93% |
| 26 | Steven Madden LTD. | 556269108 | 451,641 | $19.2M | 1.86% |
| 27 | Acushnet Holdings Corp. | GOLF | 253,113 | $18.0M | 1.74% |
| 28 | FormFactor Inc. | FORM | 405,130 | $17.8M | 1.73% |
| 29 | MYR Group Inc. | MYRG | 115,361 | $17.2M | 1.66% |
| 30 | WNS Holdings LTD. | G98196101 | 360,658 | $17.1M | 1.66% |
| 31 | Onespaworld Holdings Limited | OSW | 851,122 | $16.9M | 1.64% |
| 32 | Blue Bird Corp. | BLBD | 426,015 | $16.5M | 1.60% |
| 33 | Alamo Group Inc. | ALG | 85,366 | $15.9M | 1.54% |
| 34 | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 41068X100 | 576,693 | $15.5M | 1.50% |
| 35 | Crane NXT Co. | CXT | 253,366 | $14.8M | 1.43% |
| 36 | Cavco Industries Inc. | 149568107 | 30,296 | $13.5M | 1.31% |
| 37 | Amalgamated Financial Corp. | AMAL | 391,195 | $13.1M | 1.27% |
| 38 | Fabrinet | FN | 55,812 | $12.3M | 1.19% |
| 39 | NV5 Global Inc. | 62945V109 | 612,252 | $11.5M | 1.12% |
| 40 | Veeco Instruments Inc. | 922417100 | 419,207 | $11.2M | 1.09% |
| 41 | Silicon Motion Technology Corp. | SIMO | 181,665 | $9.8M | 0.95% |
| 42 | Century Communities Inc. | 156504300 | 79,273 | $5.8M | 0.56% |
| 43 | Visteon Corp. | VC | 46,504 | $4.1M | 0.40% |