EdgeMarket › What Neumeier Poma Investment Counsel Llc reported owning
What Neumeier Poma Investment Counsel Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.2BPositions
41Quarter
2026-03-31Shown below
41largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| HASI HA Sustainable Infrastructure Capital, Inc. | 56.3M | 4.6% | 1.5M | 39.48 | +41.6% |
| OSIS OSI SYSTEMS INC | 50.8M | 4.2% | 191.4K | 206.73 | -7.5% |
| FN Fabrinet | 50.0M | 4.1% | 95.9K | 436.67 | +55.8% |
| TTMI TTM TECHNOLOGIES INC | 48.7M | 4.0% | 499.8K | 110.54 | +175.9% |
| SIMO Silicon Motion Technology CORP | 48.1M | 4.0% | 428.2K | 258.36 | +248.5% |
| MYRG MYR GROUP INC. | 45.8M | 3.8% | 162.3K | 310.87 | +71.3% |
| UMBF UMB FINANCIAL CORP | 45.6M | 3.8% | 403.9K | 145.14 | +25.4% |
| DY DYCOM INDUSTRIES INC | 45.4M | 3.7% | 133.9K | 392.95 | +52.7% |
| FCN FTI CONSULTING, INC | 44.7M | 3.7% | 253.1K | 155.74 | -7.5% |
| LAUR LAUREATE EDUCATION, INC. | 42.9M | 3.5% | 1.2M | 37.46 | +43.7% |
| TSEM TOWER SEMICONDUCTOR LTD | 42.0M | 3.5% | 239.4K | 222.59 | +344.7% |
| CVSA Covista Inc. | 39.4M | 3.2% | 342.1K | 132.35 | +1.4% |
| TTEK TETRA TECH INC | 39.3M | 3.2% | 1.3M | 37.00 | +3.8% |
| SHOO STEVEN MADDEN, LTD. | 37.8M | 3.1% | 1.1M | 46.08 | +73.2% |
| BLBD Blue Bird Corp | 35.5M | 2.9% | 625.2K | 61.89 | +12.1% |
| SKY Champion Homes, Inc. | 35.4M | 2.9% | 475.7K | 90.25 | +26.1% |
| GOLF Acushnet Holdings Corp. | 34.7M | 2.9% | 371.3K | 88.82 | +13.6% |
| FSS FEDERAL SIGNAL CORP /DE/ | 31.9M | 2.6% | 294.9K | 122.51 | -2.8% |
| CASH PATHWARD FINANCIAL, INC. | 31.8M | 2.6% | 356.2K | 83.68 | +10.5% |
| MGRC MCGRATH RENTCORP | 31.5M | 2.6% | 285.7K | 116.65 | -1.5% |
| OSW ONESPAWORLD HOLDINGS Ltd | 30.3M | 2.5% | 1.3M | 26.68 | +22.9% |
| LKFN LAKELAND FINANCIAL CORP | 27.4M | 2.3% | 478.2K | 60.26 | -5.8% |
| CVCO CAVCO INDUSTRIES, INC. | 26.2M | 2.2% | 54.1K | 582.55 | +20.1% |
| KFY KORN FERRY | 24.9M | 2.1% | 396.0K | 85.06 | +16.4% |
| MOD MODINE MANUFACTURING CO | 24.8M | 2.0% | 114.5K | 197.68 | +46.5% |
| LMB Limbach Holdings, Inc. | 24.5M | 2.0% | 313.9K | 42.90 | -63.6% |
| ICFI ICF International, Inc. | 22.7M | 1.9% | 348.4K | 89.01 | -9.0% |
| IDCC InterDigital, Inc. | 20.6M | 1.7% | 68.1K | 342.42 | +31.7% |
| PLUS EPLUS INC | 20.5M | 1.7% | 273.1K | 86.85 | +22.0% |
| ALG ALAMO GROUP INC | 20.4M | 1.7% | 123.5K | 164.40 | -23.3% |
| GLD SPDR GOLD TRUST | 18.6M | 1.5% | 43.2K | 423.36 | +37.3% |
| WLDN Willdan Group, Inc. | 16.5M | 1.4% | 215.7K | 85.56 | -17.1% |
| PRMB Primo Brands Corp | 15.9M | 1.3% | 845.9K | 23.12 | -7.8% |
| WLY JOHN WILEY & SONS, INC. | 15.6M | 1.3% | 410.6K | 51.58 | +29.3% |
| CXT Crane NXT, Co. | 14.7M | 1.2% | 362.3K | 50.20 | -16.6% |
| HURN Huron Consulting Group Inc. | 10.7M | 0.9% | 83.9K | 161.64 | +19.5% |
| FIX COMFORT SYSTEMS USA INC | 10.6M | 0.9% | 7.7K | 1,655.61 | +143.1% |
| UFPT UFP TECHNOLOGIES INC | 9.8M | 0.8% | 50.9K | 309.13 | +40.9% |
| EXLS ExlService Holdings, Inc. | 9.1M | 0.8% | 300.2K | 37.53 | -13.3% |
| CLS CELESTICA INC | 6.8M | 0.6% | 24.1K | 296.55 | +62.1% |
| CGAU Centerra Gold Inc. | 4.8M | 0.4% | 271.8K | 23.75 | +227.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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