13F-HR filed by NEUMEIER POMA INVESTMENT COUNSEL LLC
NEUMEIER POMA INVESTMENT COUNSEL LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-12, with 41 holding rows worth $1,221,897,909.
- Accession
- 0001104659-25-109533
- Filer
- CIK 1044936
- Filed
- 2025-11-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 41 entries on the cover page, a total value of $1,221,897,909 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,221,897,909 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 |
|---|---|---|---|---|---|---|
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 781,368 | $56,492,906 | dollars as filed | |
| COVISTA INC | 00737L103 | COM | 320,477 | $49,497,673 | dollars as filed | |
| DYCOM INDS INC COM | 267475101 | Stock | 166,313 | $48,523,481 | dollars as filed | |
| OSI SYSTEMS INC | 671044105 | COM | 194,565 | $48,493,381 | dollars as filed | |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 82706C108 | ADR | 478,463 | $45,363,077 | dollars as filed | |
| EXLSERVICE HLDGS INC COM | 302081104 | Stock | 1,011,033 | $44,515,783 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 749,125 | $43,149,600 | dollars as filed | |
| MYR GROUP INC | 55405W104 | COM | 198,401 | $41,273,360 | dollars as filed | |
| HURON CONSULTING GROUP INC | 447462102 | COM | 277,476 | $40,725,153 | dollars as filed | |
| UMB FINL CORP | 902788108 | COM | 338,052 | $40,008,454 | dollars as filed | |
| HA SUSTAINABLE INFRA CAP INC | 41068X100 | COM | 1,267,489 | $38,911,912 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 45,608 | $37,634,809 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 149,950 | $36,944,681 | dollars as filed | |
| MCGRATH RENTCORP | 580589109 | COM | 297,878 | $34,941,089 | dollars as filed | |
| INTERDIGITAL INC COM | 45867G101 | Stock | 97,424 | $33,633,688 | dollars as filed | |
| TETRA TECH INC NEW | 88162G103 | COM | 979,388 | $32,691,971 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 88,391 | $32,229,126 | dollars as filed | |
| MADDEN STEVEN LTD | 556269108 | COM | 955,010 | $31,973,735 | dollars as filed | |
| LAKELAND FINL CORP | 511656100 | COM | 493,469 | $31,680,710 | dollars as filed | |
| ICF INTL INC | 44925C103 | COM | 328,181 | $30,455,197 | dollars as filed | |
| FEDERAL SIGNAL CORP | 313855108 | COM | 249,961 | $29,742,859 | dollars as filed | |
| ONESPAWORLD HOLDINGS LIMITED | P73684113 | COM | 1,371,407 | $28,991,544 | dollars as filed | |
| BLUE BIRD CORP | 095306106 | COM | 483,310 | $27,814,491 | dollars as filed | |
| CHAMPION HOMES INC | 830830105 | COM | 345,306 | $26,371,019 | dollars as filed | |
| CRANE NXT CO | 224441105 | COM | 386,536 | $25,924,970 | dollars as filed | |
| PATHWARD FINANCIAL INC | 59100U108 | COM | 348,590 | $25,799,146 | dollars as filed | |
| WNS HLDGS LTD COM SHS | G98196101 | Stock | 323,313 | $24,659,083 | dollars as filed | |
| EVERUS CONSTR GROUP COM | 300426103 | Stock | 283,979 | $24,351,199 | dollars as filed | |
| KORN FERRY COM NEW | 500643200 | Stock | 330,402 | $23,121,532 | dollars as filed | |
| CAVCO INDS INC DEL | 149568107 | COM | 38,777 | $22,518,967 | dollars as filed | |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | 741623102 | Stock | 1,000,956 | $22,121,128 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 140,062 | $19,911,214 | dollars as filed | |
| ACUSHNET HLDGS CORP | 005098108 | COM | 253,434 | $19,892,035 | dollars as filed | |
| ALAMO GROUP INC | 011311107 | COM | 95,931 | $18,313,228 | dollars as filed | |
| LEGALZOOM COM INC | 52466B103 | COM | 1,744,355 | $18,106,405 | dollars as filed | |
| WILEY JOHN & SONS INC | 968223206 | CL A | 395,640 | $16,011,551 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 36,636 | $13,022,999 | dollars as filed | |
| LIMBACH HLDGS INC | 53263P105 | COM | 126,553 | $12,290,827 | dollars as filed | |
| REV Group Inc | 749527107 | Common Stock | 207,940 | $11,783,960 | dollars as filed | |
| TECNOGLASS INC | G87264100 | ORD SHS | 97,941 | $6,553,232 | dollars as filed | |
| CBIZ INC | 124805102 | COM | 103,035 | $5,456,734 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-25-109533 | this filing | 2025-11-12 | acceptance time not in the bulk data set |