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NEUMEIER POMA INVESTMENT COUNSEL LLC

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13F filer, CIK 1044936, CARMEL, CA

NEUMEIER POMA INVESTMENT COUNSEL LLC reported $1,031,773,002 across 43 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-12. Its ten largest share positions make up 37.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-25-011722

Period
2024-12-31
Reported value
$1.03B
Holdings
43
Top 10 weight
37.96%
New
5
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSEMnew+641,315$33M
PRMBnew+1,071,161$33M
ECGnew+372,939$24.5M
AUBnew+525,520$19.9M
CVSAadded+150,835$13.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MTHexited-142,700-$29.3M
PRIMO WATER CORPORATIONexited-1,093,485-$27.6M
CCSreduced-275,612-$20.2M
ATLANTICA YIELD PLCexited-614,348-$13.5M
IDCCreduced-63,581-$12.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001104659-25-011722, largest first. % of portfolio is the value over $1,031,773,002, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053,555 shares; 2024Q4: 1,038,394 shares 1,038,394$46.1M4.47%-15,161Timeline
OSISOSI SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,314 shares; 2024Q4: 270,342 shares 270,342$45.3M4.39%-37,972Timeline
DYDYCOM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,625 shares; 2024Q4: 247,959 shares 247,959$43.2M4.18%-33,666Timeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,025 shares; 2024Q4: 217,444 shares 217,444$42.1M4.08%-63,581Timeline
LMBLIMBACH HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,025 shares; 2024Q4: 461,825 shares 461,825$39.5M3.83%-70,200Timeline
CBZCBIZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,200 shares; 2024Q4: 456,062 shares 456,062$37.3M3.62%+10,862Timeline
CVSACOVISTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,695 shares; 2024Q4: 405,530 shares 405,530$36.8M3.57%+150,835Timeline
UMBFUMB FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,740 shares; 2024Q4: 313,124 shares 313,124$35.3M3.43%-6,616Timeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 641,315 shares 641,315$33M3.2%newTimeline
PRMBPRIMO BRANDS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,071,161 shares 1,071,161$33M3.19%newTimeline
LKFNLAKELAND FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488,502 shares; 2024Q4: 476,113 shares 476,113$32.7M3.17%-12,389Timeline
SKYCHAMPION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,930 shares; 2024Q4: 356,616 shares 356,616$31.4M3.05%-6,314Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,701 shares; 2024Q4: 73,534 shares 73,534$31.2M3.02%+19,833Timeline
FSSFEDERAL SIGNAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,785 shares; 2024Q4: 327,698 shares 327,698$30.3M2.93%-30,087Timeline
HURNHURON CONSULTING GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,490 shares; 2024Q4: 242,558 shares 242,558$30.1M2.92%+3,068Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,320 shares; 2024Q4: 306,260 shares 306,260$28.3M2.74%+74,940Timeline
TTEKTETRA TECH INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746,885 shares; 2024Q4: 703,836 shares 703,836$28M2.72%-43,049Timeline
ECGEVERUS CONSTR GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 372,939 shares 372,939$24.5M2.38%newTimeline
ICFIICF INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,980 shares; 2024Q4: 199,506 shares 199,506$23.8M2.31%-11,474Timeline
TGLSTECNOGLASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,850 shares; 2024Q4: 298,550 shares 298,550$23.7M2.3%-128,300Timeline
MGRCMCGRATH RENTCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,180 shares; 2024Q4: 204,806 shares 204,806$22.9M2.22%+114,626Timeline
KFYKORN FERRYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,955 shares; 2024Q4: 326,790 shares 326,790$22M2.14%-165Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,930 shares; 2024Q4: 179,431 shares 179,431$20.8M2.02%+1,501Timeline
DFINDONNELLEY FINL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,025 shares; 2024Q4: 323,080 shares 323,080$20.3M1.96%-5,945Timeline
AUBATLANTIC UN BANKSHARES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 525,520 shares 525,520$19.9M1.93%newTimeline
SHOOMADDEN STEVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,295 shares; 2024Q4: 451,641 shares 451,641$19.2M1.86%-38,654Timeline
GOLFACUSHNET HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,795 shares; 2024Q4: 253,113 shares 253,113$18M1.74%+318Timeline
FORMFORMFACTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,795 shares; 2024Q4: 405,130 shares 405,130$17.8M1.73%-8,665Timeline
MYRGMYR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,194 shares; 2024Q4: 115,361 shares 115,361$17.2M1.66%-4,833Timeline
WNS HLDGS LTD COM SHSWNS HLDGS LTD COM SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,414 shares; 2024Q4: 360,658 shares 360,658$17.1M1.66%-15,756
OSWONESPAWORLD HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,220 shares; 2024Q4: 851,122 shares 851,122$16.9M1.64%+461,902Timeline
BLBDBLUE BIRD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485,355 shares; 2024Q4: 426,015 shares 426,015$16.5M1.6%-59,340Timeline
ALGALAMO GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,127 shares; 2024Q4: 85,366 shares 85,366$15.9M1.54%-10,761Timeline
HASIHA SUSTAINABLE INFRA CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594,378 shares; 2024Q4: 576,693 shares 576,693$15.5M1.5%-17,685Timeline
CXTCRANE NXT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,795 shares; 2024Q4: 253,366 shares 253,366$14.8M1.43%-166,429Timeline
CVCOCAVCO INDS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,617 shares; 2024Q4: 30,296 shares 30,296$13.5M1.31%+679Timeline
AMALAMALGAMATED FINANCIAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 391,195 shares 391,195$13.1M1.27%newTimeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,472 shares; 2024Q4: 55,812 shares 55,812$12.3M1.19%-54,660Timeline
NV5 HOLDINGS, INCNV5 HOLDINGS, INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,986 shares; 2024Q4: 612,252 shares 612,252$11.5M1.12%+417,266
VECOVEECO INSTRS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731,135 shares; 2024Q4: 419,207 shares 419,207$11.2M1.09%-311,928Timeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,385 shares; 2024Q4: 181,665 shares 181,665$9.82M0.95%-11,720Timeline
CCSCENTURY COMMUNITIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,885 shares; 2024Q4: 79,273 shares 79,273$5.82M0.56%-275,612Timeline
VCVISTEON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,870 shares; 2024Q4: 46,504 shares 46,504$4.13M0.4%-19,366Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MTHMERITAGE HOMES CORP142,700$29.3Mshares
PRIMO WATER CORPORATIONPRIMO WATER CORPORATION1,093,485$27.6Mshares
ATLANTICA YIELD PLCATLANTICA YIELD PLC614,348$13.5Mshares
ACLSAXCELIS TECHNOLOGIES INC104,515$11Mshares
CMCOCOLUMBUS MCKINNON CORP N Y203,104$7.31Mshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-25-011722 base2025-02-12acceptance time not in the bulk data set