Q1 2026 · 13F-HR
NEUMEIER POMA INVESTMENT COUNSEL LLCholdings as filed
Filed 2026-05-13 · accession 0001104659-26-059673
$1.21B
Reported value
41
Positions
2026-03-31
Period end
The Brief · NEUMEIER POMA INVESTMENT COUNSEL LLC · Q1 2026
AI · grounded in 13F
NEUMEIER POMA INVESTMENT COUNSEL LLC closed its position in LZ for a reduction of $15.86M. The fund established a new position in WLDN valued at $16.51M and significantly increased its stake in FCN by 1,035.52%. Other notable activity included closing its position in 1RG for $11.29M and trimming its holdings in HURN by 70.53%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 41068X100 | HASI | Hannon Armstrong Sustainable Infrastructure Capital Inc. | $56.3M | 4.64% | 1,531,744 | Common | SOLE |
| 671044105 | OSIS | OSI Systems Inc. | $50.8M | 4.19% | 191,430 | Common | SOLE |
| G3323L100 | FN | Fabrinet | $50.0M | 4.12% | 95,858 | Common | SOLE |
| 87305R109 | TTMI | TTM Technologies Inc. | $48.7M | 4.01% | 499,750 | Common | SOLE |
| 82706C108 | SIMO | Silicon Motion Technology Corp. | $48.1M | 3.96% | 428,188 | Common | SOLE |
| 55405W104 | MYRG | MYR Group Inc. | $45.8M | 3.78% | 162,294 | Common | SOLE |
| 902788108 | UMBF | UMB Financial Corp. | $45.6M | 3.75% | 403,907 | Common | SOLE |
| 267475101 | DY | Dycom Industries Inc. | $45.4M | 3.74% | 133,883 | Common | SOLE |
| 302941109 | FCN | FTI Consulting | $44.7M | 3.69% | 253,050 | Common | SOLE |
| 518613203 | LAUR | Laureate Education Inc. | $42.9M | 3.54% | 1,231,995 | Common | SOLE |
| M87915274 | TSEM | Tower Semiconductor LTD. | $42.0M | 3.46% | 239,387 | Common | SOLE |
| 00737L103 | CVSA | Covista Inc. | $39.4M | 3.25% | 342,087 | Common | SOLE |
| 88162G103 | TTEK | Tetra Tech Inc. | $39.3M | 3.24% | 1,303,913 | Common | SOLE |
| 556269108 | SHOO | Steven Madden LTD. | $37.8M | 3.12% | 1,114,575 | Common | SOLE |
| 095306106 | BLBD | Blue Bird Corp. | $35.5M | 2.93% | 625,195 | Common | SOLE |
| 830830105 | SKY | Champion Homes Inc. | $35.4M | 2.92% | 475,711 | Common | SOLE |
| 005098108 | GOLF | Acushnet Holdings Corp. | $34.7M | 2.86% | 371,259 | Common | SOLE |
| 313855108 | FSS | Federal Signal Corp. | $31.9M | 2.63% | 294,866 | Common | SOLE |
| 59100U108 | CASH | Pathward Financial Inc. | $31.8M | 2.62% | 356,200 | Common | SOLE |
| 580589109 | MGRC | McGrath RentCorp | $31.5M | 2.60% | 285,708 | Common | SOLE |
| P73684113 | OSW | Onespaworld Holdings Limited | $30.3M | 2.50% | 1,322,022 | Common | SOLE |
| 511656100 | LKFN | Lakeland Financial Corp. | $27.4M | 2.26% | 478,164 | Common | SOLE |
| 149568107 | CVCO | Cavco Industries Inc. | $26.2M | 2.16% | 54,097 | Common | SOLE |
| 500643200 | KFY | Korn Ferry | $24.9M | 2.05% | 395,972 | Common | SOLE |
| 607828100 | MOD | Modine Manufacturing Co. | $24.8M | 2.05% | 114,520 | Common | SOLE |
| 53263P105 | LMB | Limbach Holdings Inc. | $24.5M | 2.02% | 313,938 | Common | SOLE |
| 44925C103 | ICFI | ICF International Inc. | $22.7M | 1.87% | 348,426 | Common | SOLE |
| 45867G101 | IDCC | Interdigital Inc. | $20.6M | 1.70% | 68,144 | Common | SOLE |
| 294268107 | PLUS | Eplus Inc. | $20.5M | 1.69% | 273,070 | Common | SOLE |
| 011311107 | ALG | Alamo Group Inc. | $20.4M | 1.68% | 123,511 | Common | SOLE |
| 78463V107 | GLD | SPDR Gold Trust | $18.6M | 1.53% | 43,185 | Common | SOLE |
| 96924N100 | WLDN | Willdan Group Inc. | $16.5M | 1.36% | 215,660 | Common | SOLE |
| 741623102 | PRMB | Primo Brands Corp. | $15.9M | 1.31% | 845,925 | Common | SOLE |
| 968223206 | WLY | Wiley John & Sons Inc. | $15.6M | 1.29% | 410,565 | Common | SOLE |
| 224441105 | CXT | Crane NXT Co. | $14.7M | 1.21% | 362,275 | Common | SOLE |
| 447462102 | HURN | Huron Consulting Group Inc. | $10.7M | 0.88% | 83,941 | Common | SOLE |
| 199908104 | FIX | Comfort Systems USA Inc. | $10.6M | 0.87% | 7,661 | Common | SOLE |
| 902673102 | UFPT | UFP Technologies Inc. | $9.8M | 0.81% | 50,855 | Common | SOLE |
| 302081104 | EXLS | Exlservice Holdings Inc. | $9.1M | 0.75% | 300,198 | Common | SOLE |
| 15101Q207 | CLS | Celestica Inc. | $6.8M | 0.56% | 24,148 | Common | SOLE |
| 152006102 | CGAU | Centerra Gold Inc. | $4.8M | 0.40% | 271,843 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.