0001104659-23-089454.txt : 20230810 0001104659-23-089454.hdr.sgml : 20230810 20230810060449 ACCESSION NUMBER: 0001104659-23-089454 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230810 DATE AS OF CHANGE: 20230810 EFFECTIVENESS DATE: 20230810 FILER: COMPANY DATA: COMPANY CONFORMED NAME: NEUMEIER POMA INVESTMENT COUNSEL LLC CENTRAL INDEX KEY: 0001044936 IRS NUMBER: 770444891 STATE OF INCORPORATION: CA FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06534 FILM NUMBER: 231157041 BUSINESS ADDRESS: STREET 1: 26435 CARMEL RANCHO BOULEVARD STREET 2: SUITE 200 CITY: CARMEL STATE: CA ZIP: 93923 BUSINESS PHONE: 8316256355 MAIL ADDRESS: STREET 1: 26435 CARMEL RANCHO BOULEVARD STREET 2: SUITE 200 CITY: CARMEL STATE: CA ZIP: 93923 FORMER COMPANY: FORMER CONFORMED NAME: NEUMEIER INVESTMENT COUNSEL LLC DATE OF NAME CHANGE: 19990407 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001044936 XXXXXXXX 06-30-2023 06-30-2023 false Neumeier Poma Investment Counsel LLC
26435 Carmel Rancho Boulevard Suite 200 Carmel CA 93923
13F HOLDINGS REPORT 028-06534 000110672 801-23649 N
Brian Poma Chief Executive Officer 831-625-6355 /s/ Brian Poma Carmel CA 08-10-2023 0 42 1093158616
INFORMATION TABLE 2 infotable.xml Alamo Group Inc. COM 011311107 35964704 195556 SH SOLE 104529 32805 58222 AMN Healthcare Services Inc. COM 001744101 38630444 354018 SH SOLE 192005 59450 102563 Atlantica Sustainable Infrastructure SHS G0751N103 30471437 1299976 SH SOLE 699147 210935 389894 Axcelis Technologies Inc. COM 054540208 26075943 142235 SH SOLE 77025 23715 41495 Cavco Industries Inc. COM 149568107 21335875 72325 SH SOLE 38790 11460 22075 CBIZ Inc. COM 124805102 37375920 701500 SH SOLE 380540 122465 198495 Century Communities Inc. COM 156504300 28142986 367306 SH SOLE 202998 58850 105458 Clearfield Inc COM 18482P103 18793120 396898 SH SOLE 221328 63355 112215 Columbus McKinnon Corp. COM 199333105 20207684 497114 SH SOLE 268515 82170 146429 Comfort Systems USA Inc. COM 199908104 65316461 397786 SH SOLE 220163 67165 110458 Crane NXT Co. COM 224441105 8976782 159050 SH SOLE 88555 32890 37605 Dycom Industries Inc. COM 267475101 37560757 330495 SH SOLE 179045 55565 95885 Exlservice Holdings Inc. COM 302081104 33369909 220905 SH SOLE 122136 37015 61754 Fabrinet SHS G3323L100 32853016 252949 SH SOLE 138437 42875 71637 Federal Signal Corp. COM 313855108 45677465 713376 SH SOLE 383513 117210 212653 First Merchants Corp. COM 320817109 5032139 178255 SH SOLE 100910 31585 45760 FormFactor Inc. COM 346375108 13110538 383125 SH SOLE 200615 78045 104465 Fox Factory Holding Corp. COM 35138V102 16506541 152120 SH SOLE 83245 25465 43410 Hannon Armstrong Sustainable Infrastructure Capital Inc. COM 41068X100 22080650 883226 SH SOLE 478701 140015 264510 Harmony Biosciences Holdings Inc. COM 413197104 22389286 636240 SH SOLE 347000 107460 181780 ICF International Inc. COM 44925C103 25501194 205010 SH SOLE 111615 35570 57825 Inmode LTD. SHS M5425M103 34708982 929290 SH SOLE 501075 161065 267150 Interdigital Inc. COM 45867G101 41332090 428090 SH SOLE 236470 77450 114170 Korn Ferry COM 500643200 12032275 242880 SH SOLE 131215 36915 74750 Lakeland Financial Corp. COM 511656100 14157748 291792 SH SOLE 171988 43174 76630 McGrath RentCorp COM 580589109 12962922 140170 SH SOLE 75380 25420 39370 Meritage Homes Corp. COM 59001A102 29081411 204410 SH SOLE 110990 32165 61255 Methode Electronics Inc. COM 591520200 7916754 236180 SH SOLE 130730 46625 58825 MYR Group Inc. COM 55405W104 20115604 145407 SH SOLE 81649 22985 40773 NextEra Energy Partners LP COM 65341B106 27913813 476020 SH SOLE 258826 81445 135749 NV5 Global Inc. COM 62945V109 27544179 248661 SH SOLE 136411 41830 70420 OSI Systems Inc. COM 671044105 42764631 362935 SH SOLE 201436 61640 99859 Oxford Industries Inc. COM 691497309 12893020 131000 SH SOLE 68670 21545 40785 Pacira Biosciences Inc. COM 695127100 10014294 249920 SH SOLE 134820 39225 75875 Skyline Champion Corp. COM 830830105 25312133 386740 SH SOLE 207870 68020 110850 Steven Madden LTD. COM 556269108 26320386 805151 SH SOLE 444143 127530 233478 Tecnoglass Inc. ORO SHS G87264100 8050436 155835 SH SOLE 87400 28630 39805 Tetra Tech Inc. COM 88162G103 38100333 232688 SH SOLE 126528 39150 67010 Veeco Instruments Inc. COM 922417100 33163152 1291400 SH SOLE 691930 204130 395340 Visteon Corp. COM 92839U206 35106901 244460 SH SOLE 131435 41955 71070 WNS Holdings LTD. SPON ADR 92932M101 37632733 510482 SH SOLE 279814 88400 142268 YETI Holdings Inc. COM 98585X104 10661968 274510 SH SOLE 142785 43010 88715