13F-HR filed by NEUMEIER POMA INVESTMENT COUNSEL LLC
NEUMEIER POMA INVESTMENT COUNSEL LLC filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-08-10, with 42 holding rows worth $1,093,158,616.
- Accession
- 0001104659-23-089454
- Filer
- CIK 1044936
- Filed
- 2023-08-10
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2023
A holdings report, 42 entries on the cover page, a total value of $1,093,158,616 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,093,158,616 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 | 397,786 | $65,316,461 | dollars as filed | |
| FEDERAL SIGNAL CORP | 313855108 | COM | 713,376 | $45,677,465 | dollars as filed | |
| OSI SYSTEMS INC | 671044105 | COM | 362,935 | $42,764,631 | dollars as filed | |
| INTERDIGITAL INC COM | 45867G101 | Stock | 428,090 | $41,332,090 | dollars as filed | |
| AMN HEALTHCARE SVCS INC | 001744101 | COM | 354,018 | $38,630,444 | dollars as filed | |
| TETRA TECH INC NEW | 88162G103 | COM | 232,688 | $38,100,333 | dollars as filed | |
| WNS HOLDINGS LTD | 92932M101 | SPON ADR | 510,482 | $37,632,733 | dollars as filed | |
| DYCOM INDS INC COM | 267475101 | Stock | 330,495 | $37,560,757 | dollars as filed | |
| CBIZ INC | 124805102 | COM | 701,500 | $37,375,920 | dollars as filed | |
| ALAMO GROUP INC | 011311107 | COM | 195,556 | $35,964,704 | dollars as filed | |
| VISTEON CORP | 92839U206 | COM NEW | 244,460 | $35,106,901 | dollars as filed | |
| INMODE LTD SHS | M5425M103 | Stock | 929,290 | $34,708,982 | dollars as filed | |
| EXLSERVICE HLDGS INC COM | 302081104 | Stock | 220,905 | $33,369,909 | dollars as filed | |
| VEECO INSTRS INC DEL COM | 922417100 | Stock | 1,291,400 | $33,163,152 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 252,949 | $32,853,016 | dollars as filed | |
| ATLANTICA YIELD PLC | G0751N103 | SHS | 1,299,976 | $30,471,437 | dollars as filed | |
| MERITAGE HOMES CORP COM | 59001A102 | Stock | 204,410 | $29,081,411 | dollars as filed | |
| CENTURY COMMUNITIES INC. | 156504300 | COM | 367,306 | $28,142,986 | dollars as filed | |
| XPLR INFRASTRUCTURE LP | 65341B106 | COM UNIT PART IN | 476,020 | $27,913,813 | dollars as filed | |
| NV5 HOLDINGS, INC | 62945V109 | COM | 248,661 | $27,544,179 | dollars as filed | |
| MADDEN STEVEN LTD | 556269108 | COM | 805,151 | $26,320,386 | dollars as filed | |
| AXCELIS TECHNOLOGIES INC | 054540208 | COM NEW | 142,235 | $26,075,943 | dollars as filed | |
| ICF INTL INC | 44925C103 | COM | 205,010 | $25,501,194 | dollars as filed | |
| CHAMPION HOMES INC | 830830105 | COM | 386,740 | $25,312,133 | dollars as filed | |
| HARMONY BIOSCIENCES HLDGS IN | 413197104 | COM | 636,240 | $22,389,286 | dollars as filed | |
| HA SUSTAINABLE INFRA CAP INC | 41068X100 | COM | 883,226 | $22,080,650 | dollars as filed | |
| CAVCO INDS INC DEL | 149568107 | COM | 72,325 | $21,335,875 | dollars as filed | |
| COLUMBUS MCKINNON CORP NY | 199333105 | COMMON STOCK | 497,114 | $20,207,684 | dollars as filed | |
| MYR GROUP INC | 55405W104 | COM | 145,407 | $20,115,604 | dollars as filed | |
| CLEARFIELD INC | 18482P103 | COMMON STOCK | 396,898 | $18,793,120 | dollars as filed | |
| FOX FACTORY HLDG CORP | 35138V102 | COM | 152,120 | $16,506,541 | dollars as filed | |
| LAKELAND FINL CORP | 511656100 | COM | 291,792 | $14,157,748 | dollars as filed | |
| FORMFACTOR INC COM | 346375108 | Stock | 383,125 | $13,110,538 | dollars as filed | |
| MCGRATH RENTCORP | 580589109 | COM | 140,170 | $12,962,922 | dollars as filed | |
| OXFORD INDS INC | 691497309 | COM | 131,000 | $12,893,020 | dollars as filed | |
| KORN FERRY COM NEW | 500643200 | Stock | 242,880 | $12,032,275 | dollars as filed | |
| YETI HLDGS INC COM | 98585X104 | Stock | 274,510 | $10,661,968 | dollars as filed | |
| PACIRA BIOSCIENCES INC COM | 695127100 | Stock | 249,920 | $10,014,294 | dollars as filed | |
| CRANE NXT CO | 224441105 | COM | 159,050 | $8,976,782 | dollars as filed | |
| TECNOGLASS INC | G87264100 | ORD SHS | 155,835 | $8,050,436 | dollars as filed | |
| METHODE ELECTRONICS INC | 591520200 | COMMON STOCK | 236,180 | $7,916,754 | dollars as filed | |
| FIRST MERCHANTS CORP COM | 320817109 | Stock | 178,255 | $5,032,139 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-23-089454 | this filing | 2023-08-10 | acceptance time not in the bulk data set |