NEUMEIER POMA INVESTMENT COUNSEL LLC

PrivateCIK: 1044936
Location

CARMEL, CA

42
Positions
$1.46B
Total AUM (reported)
18.99M
Total Shares

Allocation by class

TOTAL AUM$1.46B42 positions
COM$1.27B87.0%
SHS$74.28M5.1%
SPONSORED ADR$58.80M4.0%
CL A$41.98M2.9%
ETF$15.07M1.0%

Portfolio Concentration

Top 312.4%4–1024.8%11–2541.8%Rest21.1%TOP 1037.1%0%100%
Top 3$180.66M12.4%
4–10$361.70M24.8%
11–25$610.40M41.8%
Rest$307.89M21.1%

Top 3 weight

12.4%

Top 10 weight

37.1%

Voting Authority Distribution

Total shares with voting rights: 18.99M

Sole

Full voting authority

11.95M

shares

% of voting shares62.9%
Shared

Joint voting authority

2.73M

shares

% of voting shares14.4%
None

No voting authority

4.32M

shares

% of voting shares22.7%

Investment Discretion (by position count)

Sole42
Shared0
Other0
Dominant voting typeSole · 62.9% of voting shares
Institutional Holdings42
Rows:

Dycom Industries Inc.

SOLE
COM
Shares120.64K
TypeSH
Market value$60.99M
4.18%
Sole
76.81K
Shared
16.81K
None
27.02K

Hannon Armstrong Sustainable Infrastructure Capital Inc.

SOLE
COM
Shares1.56M
TypeSH
Market value$60.87M
4.17%
Sole
991.25K
Shared
216.91K
None
350.51K

Silicon Motion Technology Corp.

SOLE
SPONSORED ADR
Shares176.41K
TypeSH
Market value$58.80M
4.03%
Sole
113.37K
Shared
24K
None
39.04K

UMB Financial Corp.

SOLE
COM
Shares410.80K
TypeSH
Market value$58.65M
4.02%
Sole
259.68K
Shared
60.88K
None
90.23K

Federal Signal Corp.

SOLE
COM
Shares404.01K
TypeSH
Market value$51.91M
3.55%
Sole
258.66K
Shared
59.59K
None
85.77K

Champion Homes Inc.

SOLE
COM
Shares583.83K
TypeSH
Market value$51.45M
3.52%
Sole
369.98K
Shared
83.27K
None
130.58K

Blue Bird Corp.

SOLE
COM
Shares647.54K
TypeSH
Market value$51.13M
3.50%
Sole
396.22K
Shared
97.72K
None
153.59K

MYR Group Inc.

SOLE
COM
Shares99.94K
TypeSH
Market value$50.01M
3.42%
Sole
64.07K
Shared
13.23K
None
22.63K

Steven Madden LTD.

SOLE
COM
Shares1.19M
TypeSH
Market value$49.89M
3.42%
Sole
749.89K
Shared
156.69K
None
278.46K

OSI Systems Inc.

SOLE
COM
Shares222.51K
TypeSH
Market value$48.66M
3.33%
Sole
142.80K
Shared
30.43K
None
49.28K

TTM Technologies Inc.

SOLE
COM
Shares244.26K
TypeSH
Market value$45.68M
3.13%
Sole
157.26K
Shared
32.96K
None
54.04K

Acushnet Holdings Corp.

SOLE
COM
Shares382.10K
TypeSH
Market value$45.29M
3.10%
Sole
239.80K
Shared
55.32K
None
86.98K

FTI Consulting

SOLE
COM
Shares299.98K
TypeSH
Market value$44.70M
3.06%
Sole
193.23K
Shared
40.57K
None
66.17K

Covista Inc.

SOLE
COM
Shares353.05K
TypeSH
Market value$44.01M
3.01%
Sole
221.28K
Shared
49.42K
None
82.34K

Tetra Tech Inc.

SOLE
COM
Shares1.51M
TypeSH
Market value$43.75M
3.00%
Sole
961.50K
Shared
215.29K
None
337.59K

Onespaworld Holdings Limited

SOLE
COM
Shares1.54M
TypeSH
Market value$43.46M
2.98%
Sole
962.85K
Shared
228.85K
None
347.32K

Cavco Industries Inc.

SOLE
COM
Shares69.71K
TypeSH
Market value$42.83M
2.93%
Sole
43.51K
Shared
10.88K
None
15.32K

Interdigital Inc.

SOLE
COM
Shares149.58K
TypeSH
Market value$42.35M
2.90%
Sole
97.10K
Shared
22.08K
None
30.40K

Wiley John & Sons Inc.

SOLE
CL A
Shares865.46K
TypeSH
Market value$41.98M
2.87%
Sole
553.87K
Shared
117.95K
None
193.64K

Willdan Group Inc.

SOLE
COM
Shares530.21K
TypeSH
Market value$41.94M
2.87%
Sole
339.73K
Shared
75.94K
None
114.53K

Fabrinet

SOLE
SHS
Shares66.68K
TypeSH
Market value$37.48M
2.57%
Sole
42.98K
Shared
8.05K
None
15.64K

Tower Semiconductor LTD.

SOLE
SHS
Shares141.22K
TypeSH
Market value$36.81M
2.52%
Sole
91.61K
Shared
18.91K
None
30.70K

McGrath RentCorp

SOLE
COM
Shares295.11K
TypeSH
Market value$35.72M
2.45%
Sole
186.80K
Shared
40.05K
None
68.25K

Centerra Gold Inc.

SOLE
COM
Shares2.05M
TypeSH
Market value$32.52M
2.23%
Sole
1.30M
Shared
319.06K
None
435.96K

Modine Manufacturing Co.

SOLE
COM
Shares119.40K
TypeSH
Market value$31.88M
2.18%
Sole
73.77K
Shared
16.58K
None
29.05K
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