13F HOLDINGS REPORT
NEUMEIER POMA INVESTMENT COUNSEL LLC
Quarter ended Q1 2025 · Filed May 12, 2025 · Accession 0001104659-25-046939
Total Value
$929.9M
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Exlservice Holdings Inc. | EXLS | 1,029,104 | $48.6M | 5.22% |
| 2 | OSI Systems Inc. | OSIS | 243,978 | $47.4M | 5.10% |
| 3 | Adtalem Global Education Inc. | ADT | 406,430 | $40.9M | 4.40% |
| 4 | Interdigital Inc. | IDCC | 181,510 | $37.5M | 4.04% |
| 5 | Huron Consulting Group Inc. | HURN | 244,318 | $35.0M | 3.77% |
| 6 | Primo Brands Corp. | PRMB | 976,336 | $34.7M | 3.73% |
| 7 | CBIZ Inc. | CBZ | 456,382 | $34.6M | 3.72% |
| 8 | Champion Homes Inc. | SKY | 353,356 | $33.5M | 3.60% |
| 9 | UMB Financial Corp. | 902788108 | 312,199 | $31.6M | 3.39% |
| 10 | WNS Holdings LTD. | G98196101 | 488,103 | $30.0M | 3.23% |
| 11 | Lakeland Financial Corp. | 511656100 | 475,102 | $28.2M | 3.04% |
| 12 | Celestica Inc. | CLS | 334,829 | $26.4M | 2.84% |
| 13 | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 41068X100 | 856,908 | $25.1M | 2.69% |
| 14 | Dycom Industries Inc. | 267475101 | 162,597 | $24.8M | 2.66% |
| 15 | Limbach Holdings Inc. | LMB | 327,326 | $24.4M | 2.62% |
| 16 | Tower Semiconductor LTD. | TSEM | 681,215 | $24.3M | 2.61% |
| 17 | Federal Signal Corp. | FSS | 317,738 | $23.4M | 2.51% |
| 18 | Cavco Industries Inc. | 149568107 | 44,811 | $23.3M | 2.50% |
| 19 | McGrath RentCorp | MGRC | 208,246 | $23.2M | 2.49% |
| 20 | Korn Ferry | KFY | 320,600 | $21.7M | 2.34% |
| 21 | Fabrinet | FN | 100,303 | $19.8M | 2.13% |
| 22 | Onespaworld Holdings Limited | OSW | 1,173,827 | $19.7M | 2.12% |
| 23 | Tecnoglass Inc. | TGLS | 270,095 | $19.3M | 2.08% |
| 24 | Comfort Systems USA Inc. | 199908104 | 58,237 | $18.8M | 2.02% |
| 25 | Silicon Motion Technology Corp. | SIMO | 353,015 | $17.8M | 1.92% |
| 26 | Acushnet Holdings Corp. | GOLF | 245,948 | $16.9M | 1.82% |
| 27 | Tetra Tech Inc. | TTEK | 549,921 | $16.1M | 1.73% |
| 28 | ICF International Inc. | 44925C103 | 171,371 | $14.6M | 1.57% |
| 29 | Everus Construction Group Inc. | EVEX-WT | 377,159 | $14.0M | 1.50% |
| 30 | Blue Bird Corp. | BLBD | 430,665 | $13.9M | 1.50% |
| 31 | MYR Group Inc. | MYRG | 117,351 | $13.3M | 1.43% |
| 32 | Crane NXT Co. | CXT | 251,906 | $12.9M | 1.39% |
| 33 | Donnelley Financial Solutions Inc. | 25787G100 | 275,080 | $12.0M | 1.29% |
| 34 | NV5 Global Inc. | 62945V109 | 621,447 | $12.0M | 1.29% |
| 35 | Alamo Group Inc. | ALG | 63,004 | $11.2M | 1.21% |
| 36 | Steven Madden LTD. | 556269108 | 376,393 | $10.0M | 1.08% |
| 37 | Pathward Financial Inc. | CASH | 132,680 | $9.7M | 1.04% |
| 38 | Prestige Consumer Healthcare Inc. | 74112D101 | 101,350 | $8.7M | 0.94% |
| 39 | FormFactor Inc. | FORM | 305,390 | $8.6M | 0.93% |
| 40 | Veeco Instruments Inc. | 922417100 | 404,852 | $8.1M | 0.87% |
| 41 | Modine Manufacturing Co. | 607828100 | 96,969 | $7.4M | 0.80% |
| 42 | SPDR Gold Trust | GLD | 24,295 | $7.0M | 0.75% |
| 43 | Amalgamated Financial Corp. | AMAL | 242,155 | $7.0M | 0.75% |
| 44 | Atlantic Union Bankshares Corp. | 04911A107 | 216,645 | $6.7M | 0.73% |
| 45 | Century Communities Inc. | 156504300 | 76,458 | $5.1M | 0.55% |
| 46 | iShares Russell 2000 ETF | 464287655 | 2,425 | $483,763 | 0.05% |