Filed: 5/12/2025ACC: 0001104659-25-046939
📋 What this filing means
NEUMEIER POMA INVESTMENT COUNSEL LLC filed this quarterly 13F‑HR report disclosing 46 equity positions with a total reported market value of $929.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
46
Positions
$929.86M
Total AUM (reported)
15.46M
Total Shares
Allocation by class
COM$811.08M87.2%
SHS$44.10M4.7%
COM SHS$30.01M3.2%
ORD SHS$19.33M2.1%
SPONSORED ADR$17.85M1.9%
ETF$7.48M0.8%
Portfolio Concentration
Top 3$136.90M14.7%
4–10$236.91M25.5%
11–25$340.19M36.6%
Rest$215.86M23.2%
Top 3 weight
14.7%
Top 10 weight
40.2%
Voting Authority Distribution
Total shares with voting rights: 15.46M
Sole
Full voting authority
9.35M
shares
% of voting shares60.5%
Shared
Joint voting authority
2.19M
shares
% of voting shares14.2%
None
No voting authority
3.92M
shares
% of voting shares25.3%
Investment Discretion (by position count)
Sole46
Shared0
Other0
Dominant voting typeSole · 60.5% of voting shares
Institutional Holdings46
Rows:
Exlservice Holdings Inc.
SOLEShares1.03M
TypeSH
Market value$48.58M
5.22%
Sole
616.70K
Shared
151.90K
None
260.50K
OSI Systems Inc.
SOLEShares243.98K
TypeSH
Market value$47.41M
5.10%
Sole
150.16K
Shared
33.56K
None
60.25K
Adtalem Global Education Inc.
SOLEShares406.43K
TypeSH
Market value$40.90M
4.40%
Sole
246.76K
Shared
55.76K
None
103.91K
Interdigital Inc.
SOLEShares181.51K
TypeSH
Market value$37.53M
4.04%
Sole
110.06K
Shared
25.46K
None
45.99K
Huron Consulting Group Inc.
SOLEShares244.32K
TypeSH
Market value$35.05M
3.77%
Sole
147.68K
Shared
34.39K
None
62.24K
Primo Brands Corp.
SOLEShares976.34K
TypeSH
Market value$34.65M
3.73%
Sole
593.24K
Shared
135.69K
None
247.41K
CBIZ Inc.
SOLEShares456.38K
TypeSH
Market value$34.62M
3.72%
Sole
280.28K
Shared
60.90K
None
115.20K
Champion Homes Inc.
SOLEShares353.36K
TypeSH
Market value$33.48M
3.60%
Sole
217.45K
Shared
50.48K
None
85.42K
UMB Financial Corp.
SOLEShares312.20K
TypeSH
Market value$31.56M
3.39%
Sole
187.36K
Shared
45.92K
None
78.92K
WNS Holdings LTD.
SOLEShares488.10K
TypeSH
Market value$30.01M
3.23%
Sole
295.31K
Shared
69.28K
None
123.51K
Lakeland Financial Corp.
SOLEShares475.10K
TypeSH
Market value$28.24M
3.04%
Sole
279.13K
Shared
71.16K
None
124.81K
Celestica Inc.
SOLEShares334.83K
TypeSH
Market value$26.39M
2.84%
Sole
203.09K
Shared
46.83K
None
84.91K
Hannon Armstrong Sustainable Infrastructure Capital Inc.
SOLEShares856.91K
TypeSH
Market value$25.06M
2.69%
Sole
523.83K
Shared
115.61K
None
217.47K
Dycom Industries Inc.
SOLEShares162.60K
TypeSH
Market value$24.77M
2.66%
Sole
99.44K
Shared
22.39K
None
40.76K
Limbach Holdings Inc.
SOLEShares327.33K
TypeSH
Market value$24.38M
2.62%
Sole
197.69K
Shared
45.95K
None
83.69K
Tower Semiconductor LTD.
SOLEShares681.22K
TypeSH
Market value$24.29M
2.61%
Sole
421.90K
Shared
89.64K
None
169.68K
Federal Signal Corp.
SOLEShares317.74K
TypeSH
Market value$23.37M
2.51%
Sole
195.99K
Shared
43.80K
None
77.95K
Cavco Industries Inc.
SOLEShares44.81K
TypeSH
Market value$23.29M
2.50%
Sole
27.58K
Shared
6.24K
None
10.99K
McGrath RentCorp
SOLEShares208.25K
TypeSH
Market value$23.20M
2.49%
Sole
128.36K
Shared
27.80K
None
52.08K
Korn Ferry
SOLEShares320.60K
TypeSH
Market value$21.75M
2.34%
Sole
196.15K
Shared
45.52K
None
78.94K
Fabrinet
SOLEShares100.30K
TypeSH
Market value$19.81M
2.13%
Sole
61.75K
Shared
13.56K
None
24.99K
Onespaworld Holdings Limited
SOLEShares1.17M
TypeSH
Market value$19.71M
2.12%
Sole
715.25K
Shared
162.47K
None
296.12K
Tecnoglass Inc.
SOLEShares270.10K
TypeSH
Market value$19.33M
2.08%
Sole
162.04K
Shared
38.30K
None
69.75K
Comfort Systems USA Inc.
SOLEShares58.24K
TypeSH
Market value$18.77M
2.02%
Sole
34.57K
Shared
8.26K
None
15.41K
Silicon Motion Technology Corp.
SOLEShares353.01K
TypeSH
Market value$17.85M
1.92%
Sole
209.41K
Shared
53.05K
None
90.56K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Exlservice Holdings Inc.SOLE | COM | 1.03M | SH | $48.58M 5.22% | 616.70K | 151.90K | 260.50K |
OSI Systems Inc.SOLE | COM | 243.98K | SH | $47.41M 5.10% | 150.16K | 33.56K | 60.25K |
Adtalem Global Education Inc.SOLE | COM | 406.43K | SH | $40.90M 4.40% | 246.76K | 55.76K | 103.91K |
Interdigital Inc.SOLE | COM | 181.51K | SH | $37.53M 4.04% | 110.06K | 25.46K | 45.99K |
Huron Consulting Group Inc.SOLE | COM | 244.32K | SH | $35.05M 3.77% | 147.68K | 34.39K | 62.24K |
Primo Brands Corp.SOLE | COM | 976.34K | SH | $34.65M 3.73% | 593.24K | 135.69K | 247.41K |
CBIZ Inc.SOLE | COM | 456.38K | SH | $34.62M 3.72% | 280.28K | 60.90K | 115.20K |
Champion Homes Inc.SOLE | COM | 353.36K | SH | $33.48M 3.60% | 217.45K | 50.48K | 85.42K |
UMB Financial Corp.SOLE | COM | 312.20K | SH | $31.56M 3.39% | 187.36K | 45.92K | 78.92K |
WNS Holdings LTD.SOLE | COM SHS | 488.10K | SH | $30.01M 3.23% | 295.31K | 69.28K | 123.51K |
Lakeland Financial Corp.SOLE | COM | 475.10K | SH | $28.24M 3.04% | 279.13K | 71.16K | 124.81K |
Celestica Inc.SOLE | COM | 334.83K | SH | $26.39M 2.84% | 203.09K | 46.83K | 84.91K |
Hannon Armstrong Sustainable Infrastructure Capital Inc.SOLE | COM | 856.91K | SH | $25.06M 2.69% | 523.83K | 115.61K | 217.47K |
Dycom Industries Inc.SOLE | COM | 162.60K | SH | $24.77M 2.66% | 99.44K | 22.39K | 40.76K |
Limbach Holdings Inc.SOLE | COM | 327.33K | SH | $24.38M 2.62% | 197.69K | 45.95K | 83.69K |
Tower Semiconductor LTD.SOLE | SHS | 681.22K | SH | $24.29M 2.61% | 421.90K | 89.64K | 169.68K |
Federal Signal Corp.SOLE | COM | 317.74K | SH | $23.37M 2.51% | 195.99K | 43.80K | 77.95K |
Cavco Industries Inc.SOLE | COM | 44.81K | SH | $23.29M 2.50% | 27.58K | 6.24K | 10.99K |
McGrath RentCorpSOLE | COM | 208.25K | SH | $23.20M 2.49% | 128.36K | 27.80K | 52.08K |
Korn FerrySOLE | COM | 320.60K | SH | $21.75M 2.34% | 196.15K | 45.52K | 78.94K |
FabrinetSOLE | SHS | 100.30K | SH | $19.81M 2.13% | 61.75K | 13.56K | 24.99K |
Onespaworld Holdings LimitedSOLE | COM | 1.17M | SH | $19.71M 2.12% | 715.25K | 162.47K | 296.12K |
Tecnoglass Inc.SOLE | ORD SHS | 270.10K | SH | $19.33M 2.08% | 162.04K | 38.30K | 69.75K |
Comfort Systems USA Inc.SOLE | COM | 58.24K | SH | $18.77M 2.02% | 34.57K | 8.26K | 15.41K |
Silicon Motion Technology Corp.SOLE | SPONSORED ADR | 353.01K | SH | $17.85M 1.92% | 209.41K | 53.05K | 90.56K |
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