13F-HR filed by NEUMEIER POMA INVESTMENT COUNSEL LLC
NEUMEIER POMA INVESTMENT COUNSEL LLC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-02-10, with 41 holding rows worth $1,076,681,966.
- Accession
- 0001104659-23-017823
- Filer
- CIK 1044936
- Filed
- 2023-02-10
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2022
A holdings report, 41 entries on the cover page, a total value of $1,076,681,966 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,076,681,966 with VALUE read as dollars as filed, 13F file number 028-06534. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| COMFORT SYS USA INC COM | 199908104 | Stock | 556,631 | $64,057,095 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 463,354 | $59,411,250 | dollars as filed | |
| WNS HOLDINGS LTD | 92932M101 | SPON ADR | 576,702 | $46,130,393 | dollars as filed | |
| EXLSERVICE HLDGS INC COM | 302081104 | Stock | 248,950 | $42,179,599 | dollars as filed | |
| NV5 HOLDINGS, INC | 62945V109 | COM | 317,277 | $41,982,093 | dollars as filed | |
| VISTEON CORP | 92839U206 | COM NEW | 318,925 | $41,724,958 | dollars as filed | |
| MADDEN STEVEN LTD | 556269108 | COM | 1,233,614 | $39,426,303 | dollars as filed | |
| HARMONY BIOSCIENCES HLDGS IN | 413197104 | COM | 685,340 | $37,762,234 | dollars as filed | |
| TETRA TECH INC NEW | 88162G103 | COM | 255,423 | $37,084,865 | dollars as filed | |
| FEDERAL SIGNAL CORP | 313855108 | COM | 784,841 | $36,471,561 | dollars as filed | |
| AMN HEALTHCARE SVCS INC | 001744101 | COM | 352,253 | $36,218,653 | dollars as filed | |
| CLEARFIELD INC | 18482P103 | COMMON STOCK | 365,763 | $34,432,929 | dollars as filed | |
| CENTURY COMMUNITIES INC. | 156504300 | COM | 600,951 | $30,053,560 | dollars as filed | |
| ATLANTICA YIELD PLC | G0751N103 | SHS | 1,129,721 | $29,259,774 | dollars as filed | |
| INMODE LTD SHS | M5425M103 | Stock | 751,105 | $26,814,449 | dollars as filed | |
| HA SUSTAINABLE INFRA CAP INC | 41068X100 | COM | 918,716 | $26,624,390 | dollars as filed | |
| CBIZ INC | 124805102 | COM | 566,490 | $26,540,057 | dollars as filed | |
| OSI SYSTEMS INC | 671044105 | COM | 325,865 | $25,912,785 | dollars as filed | |
| LAKELAND FINL CORP | 511656100 | COM | 334,674 | $24,421,162 | dollars as filed | |
| XPLR INFRASTRUCTURE LP | 65341B106 | COM UNIT PART IN | 347,565 | $24,360,831 | dollars as filed | |
| VEECO INSTRS INC DEL COM | 922417100 | Stock | 1,298,760 | $24,130,961 | dollars as filed | |
| MERITAGE HOMES CORP COM | 59001A102 | Stock | 253,200 | $23,345,040 | dollars as filed | |
| INTERDIGITAL INC COM | 45867G101 | Stock | 444,070 | $21,972,584 | dollars as filed | |
| AXCELIS TECHNOLOGIES INC | 054540208 | COM NEW | 264,160 | $20,963,738 | dollars as filed | |
| FOX FACTORY HLDG CORP | 35138V102 | COM | 225,640 | $20,585,137 | dollars as filed | |
| DYCOM INDS INC COM | 267475101 | Stock | 218,380 | $20,440,368 | dollars as filed | |
| CHAMPION HOMES INC | 830830105 | COM | 382,745 | $19,715,195 | dollars as filed | |
| ALAMO GROUP INC | 011311107 | COM | 138,696 | $19,639,354 | dollars as filed | |
| FIRST MERCHANTS CORP COM | 320817109 | Stock | 422,100 | $17,352,531 | dollars as filed | |
| CAVCO INDS INC DEL | 149568107 | COM | 74,860 | $16,937,075 | dollars as filed | |
| COLUMBIA BKG SYS INC | 197236102 | COM | 553,210 | $16,668,217 | dollars as filed | |
| KORN FERRY COM NEW | 500643200 | Stock | 317,915 | $16,092,857 | dollars as filed | |
| MYR GROUP INC | 55405W104 | COM | 156,122 | $14,374,153 | dollars as filed | |
| COLUMBUS MCKINNON CORP NY | 199333105 | COMMON STOCK | 441,739 | $14,343,265 | dollars as filed | |
| METHODE ELECTRONICS INC | 591520200 | COMMON STOCK | 302,115 | $13,404,843 | dollars as filed | |
| VERINT SYS INC | 92343X100 | COM | 369,065 | $13,389,678 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 280,384 | $12,112,589 | dollars as filed | |
| YETI HLDGS INC COM | 98585X104 | Stock | 281,180 | $11,615,546 | dollars as filed | |
| FORMFACTOR INC COM | 346375108 | Stock | 486,675 | $10,818,785 | dollars as filed | |
| PACIRA BIOSCIENCES INC COM | 695127100 | Stock | 276,590 | $10,679,140 | dollars as filed | |
| ModivCare Inc | 60783X104 | Common Stock | 80,597 | $7,231,969 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-23-017823 | this filing | 2023-02-10 | acceptance time not in the bulk data set |