0001104659-23-115963.txt : 20231109 0001104659-23-115963.hdr.sgml : 20231109 20231109061511 ACCESSION NUMBER: 0001104659-23-115963 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231109 DATE AS OF CHANGE: 20231109 EFFECTIVENESS DATE: 20231109 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: 231389889 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 09-30-2023 09-30-2023 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 11-09-2023 0 43 1024241324
INFORMATION TABLE 2 infotable.xml Alamo Group Inc. COM 011311107 34643045 200411 SH SOLE 106504 36690 57217 AMN Healthcare Services Inc. COM 001744101 30937632 363203 SH SOLE 194170 66470 102563 Atlantica Sustainable Infrastructure SHS G0751N103 25293672 1324276 SH SOLE 696362 238020 389894 Axcelis Technologies Inc. COM 054540208 11671934 71585 SH SOLE 39220 12775 19590 Cavco Industries Inc. COM 149568107 15031043 56580 SH SOLE 29965 13005 13610 CBIZ Inc. COM 124805102 37427945 721155 SH SOLE 386685 135975 198495 Celestica Inc. COM 15101Q108 19286942 786580 SH SOLE 422220 141975 222385 Century Communities Inc. COM 156504300 22073528 330541 SH SOLE 181668 57395 91478 Clearfield Inc. COM 18482P103 7283652 254140 SH SOLE 147875 60745 45520 Columbus McKinnon Corp. COM 199333105 17850670 511334 SH SOLE 273035 91870 146429 Comfort Systems USA Inc. COM 199908104 65648919 385241 SH SOLE 207858 70375 107008 Crane NXT Co. COM 224441105 29532399 531445 SH SOLE 283900 98450 149095 Dycom Industries Inc. COM 267475101 32800505 368545 SH SOLE 197850 68835 101860 Exlservice Holdings Inc. COM 302081104 31789649 1133725 SH SOLE 615030 209925 308770 Fabrinet SHS G3323L100 35675675 214114 SH SOLE 116757 37350 60007 Federal Signal Corp. COM 313855108 37620702 629846 SH SOLE 341743 113115 174988 FormFactor Inc. COM 346375108 13800427 394975 SH SOLE 206895 83615 104465 Fox Factory Holding Corp. COM 35138V102 15581321 157260 SH SOLE 85230 28620 43410 Hannon Armstrong Sustainable Infrastructure Capital Inc. COM 41068X100 11177297 527231 SH SOLE 292626 92840 141765 Harmony Biosciences Holdings Inc. COM 413197104 19514207 595490 SH SOLE 314885 121955 158650 Heritage-Crystal Clean Inc. COM 42726M106 7731495 170485 SH SOLE 88995 22540 58950 ICF International Inc. COM 44925C103 40592764 336005 SH SOLE 180505 61190 94310 Inmode LTD. SHS M5425M103 29159510 957305 SH SOLE 509505 180650 267150 Interdigital Inc. COM 45867G101 29460116 367150 SH SOLE 199305 69190 98655 iShares Russell 2000 ETF ETF 464287655 784726 4440 SH SOLE 0 0 4440 Korn Ferry COM 500643200 11869725 250205 SH SOLE 133560 41895 74750 Lakeland Financial Corp. COM 511656100 14315455 301632 SH SOLE 174313 50699 76620 McGrath RentCorp COM 580589109 19721719 196745 SH SOLE 105435 37360 53950 Meritage Homes Corp. COM 59001A102 17468725 142730 SH SOLE 76360 26265 40105 MYR Group Inc. COM 55405W104 21167697 157077 SH SOLE 90120 24584 42373 NextEra Energy Partners LP COM 65341B106 14304708 481640 SH SOLE 262021 83870 135749 NV5 Global Inc. COM 62945V109 24564247 255266 SH SOLE 137626 47220 70420 OSI Systems Inc. COM 671044105 43580368 369200 SH SOLE 203441 65905 99854 Oxford Industries Inc. COM 691497309 12873730 133920 SH SOLE 68955 24180 40785 Pacira Biosciences Inc. COM 695127100 8149222 265620 SH SOLE 147520 42225 75875 Skyline Champion Corp. COM 830830105 25018702 392635 SH SOLE 210315 73175 109145 Steven Madden LTD. COM 556269108 26337552 829007 SH SOLE 452124 143425 233458 Tecnoglass Inc. ORO SHS G87264100 13853418 420310 SH SOLE 223165 85650 111495 Tetra Tech Inc. COM 88162G103 34382801 226158 SH SOLE 121043 40890 64225 Veeco Instruments Inc. COM 922417100 37376040 1329635 SH SOLE 701925 232370 395340 Visteon Corp. COM 92839U206 27473169 198980 SH SOLE 106075 37390 55515 WNS Holdings LTD. SPON ADR 92932M101 35758849 522332 SH SOLE 280139 99925 142268 YETI Holdings Inc. COM 98585X104 13655422 283190 SH SOLE 145660 48815 88715