NEUMEIER POMA INVESTMENT COUNSEL LLC

PrivateCIK: 1044936
Location

CARMEL, CA

41
Positions
$1.21B
Total AUM (reported)
16.45M
Total Shares

Allocation by class

TOTAL AUM$1.21B41 positions
COM$1.04B85.6%
SHS$92.00M7.6%
SPONSORED ADR$48.08M4.0%
ETF$18.58M1.5%
CL A$15.64M1.3%

Portfolio Concentration

Top 312.9%4–1026.5%11–2540.6%Rest19.9%TOP 1039.4%0%100%
Top 3$157.11M12.9%
4–10$321.16M26.5%
11–25$493.00M40.6%
Rest$242.01M19.9%

Top 3 weight

12.9%

Top 10 weight

39.4%

Voting Authority Distribution

Total shares with voting rights: 16.45M

Sole

Full voting authority

10.11M

shares

% of voting shares61.5%
Shared

Joint voting authority

2.37M

shares

% of voting shares14.4%
None

No voting authority

3.97M

shares

% of voting shares24.1%

Investment Discretion (by position count)

Sole41
Shared0
Other0
Dominant voting typeSole · 61.5% of voting shares
Institutional Holdings41
Rows:

Hannon Armstrong Sustainable Infrastructure Capital Inc.

SOLE
COM
Shares1.53M
TypeSH
Market value$56.29M
4.64%
Sole
950.66K
Shared
216.91K
None
364.18K

OSI Systems Inc.

SOLE
COM
Shares191.43K
TypeSH
Market value$50.83M
4.19%
Sole
117.50K
Shared
26.57K
None
47.35K

Fabrinet

SOLE
SHS
Shares95.86K
TypeSH
Market value$49.99M
4.12%
Sole
59.91K
Shared
12.90K
None
23.04K

TTM Technologies Inc.

SOLE
COM
Shares499.75K
TypeSH
Market value$48.69M
4.01%
Sole
310.44K
Shared
71.08K
None
118.22K

Silicon Motion Technology Corp.

SOLE
SPONSORED ADR
Shares428.19K
TypeSH
Market value$48.08M
3.96%
Sole
264.06K
Shared
61.27K
None
102.86K

MYR Group Inc.

SOLE
COM
Shares162.29K
TypeSH
Market value$45.82M
3.78%
Sole
101.52K
Shared
21.94K
None
38.84K

UMB Financial Corp.

SOLE
COM
Shares403.91K
TypeSH
Market value$45.56M
3.75%
Sole
249.36K
Shared
60.88K
None
93.66K

Dycom Industries Inc.

SOLE
COM
Shares133.88K
TypeSH
Market value$45.36M
3.74%
Sole
83.08K
Shared
18.57K
None
32.22K

FTI Consulting

SOLE
COM
Shares253.05K
TypeSH
Market value$44.73M
3.69%
Sole
159.21K
Shared
33.77K
None
60.06K

Laureate Education Inc.

SOLE
COM
Shares1.23M
TypeSH
Market value$42.92M
3.54%
Sole
761.78K
Shared
173.37K
None
296.85K

Tower Semiconductor LTD.

SOLE
SHS
Shares239.39K
TypeSH
Market value$42.01M
3.46%
Sole
150.72K
Shared
33.13K
None
55.54K

Covista Inc.

SOLE
COM
Shares342.09K
TypeSH
Market value$39.43M
3.25%
Sole
211.41K
Shared
49.42K
None
81.26K

Tetra Tech Inc.

SOLE
COM
Shares1.30M
TypeSH
Market value$39.27M
3.24%
Sole
805.19K
Shared
184.94K
None
313.79K

Steven Madden LTD.

SOLE
COM
Shares1.11M
TypeSH
Market value$37.81M
3.12%
Sole
687.98K
Shared
156.69K
None
269.90K

Blue Bird Corp.

SOLE
COM
Shares625.20K
TypeSH
Market value$35.50M
2.93%
Sole
376.12K
Shared
97.72K
None
151.35K

Champion Homes Inc.

SOLE
COM
Shares475.71K
TypeSH
Market value$35.38M
2.92%
Sole
293.96K
Shared
66.73K
None
115.02K

Acushnet Holdings Corp.

SOLE
COM
Shares371.26K
TypeSH
Market value$34.71M
2.86%
Sole
230.05K
Shared
55.32K
None
85.89K

Federal Signal Corp.

SOLE
COM
Shares294.87K
TypeSH
Market value$31.89M
2.63%
Sole
181.42K
Shared
43.09K
None
70.36K

Pathward Financial Inc.

SOLE
COM
Shares356.20K
TypeSH
Market value$31.78M
2.62%
Sole
216.09K
Shared
55.26K
None
84.85K

McGrath RentCorp

SOLE
COM
Shares285.71K
TypeSH
Market value$31.51M
2.60%
Sole
178.14K
Shared
40.05K
None
67.51K

Onespaworld Holdings Limited

SOLE
COM
Shares1.32M
TypeSH
Market value$30.34M
2.50%
Sole
814.49K
Shared
186.06K
None
321.48K

Lakeland Financial Corp.

SOLE
COM
Shares478.16K
TypeSH
Market value$27.44M
2.26%
Sole
286.05K
Shared
67.74K
None
124.38K

Cavco Industries Inc.

SOLE
COM
Shares54.10K
TypeSH
Market value$26.20M
2.16%
Sole
33.18K
Shared
7.93K
None
12.98K

Korn Ferry

SOLE
COM
Shares395.97K
TypeSH
Market value$24.93M
2.05%
Sole
244.52K
Shared
57.58K
None
93.87K

Modine Manufacturing Co.

SOLE
COM
Shares114.52K
TypeSH
Market value$24.82M
2.05%
Sole
69.25K
Shared
16.58K
None
28.68K
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