Neumeier Poma Investment Counsel LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Neumeier Poma Investment Counsel LLC reported 43 stock positions worth $1.0 billion. Its top holding was Dycom Industries (DY) at 5.3% of the portfolio, followed by Osi Systems (OSIS, 4.5%) and Limbach (LMB, 3.8%). Compared with Q2 2024, it opened 2 new positions, sold out of 1, added to 10 and reduced 31. The biggest buy was a new position in Blue Bird (BLBD) and the biggest sale Veeco Instruments (VECO, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- CARMEL, CA
- CIK
- 0001044936
- Portfolio Value
- $1.0B (Q3 2024)
- SEC Filing
- 0001104659-24-117114 ↗ filed Nov 13, 2024
Holdings Value
Holdings 43 stocks · $1.0B
| DY Dycom Industries Inc. | 5.29% | 281,625 | $55.5M | Reduce -9.3% |
| OSIS Osi Systems Inc. | 4.46% | 308,314 | $46.8M | Reduce -9.0% |
| LMB Limbach Holdings Inc. | 3.84% | 532,025 | $40.3M | Add +11.2% |
| EXLS Exlservice Holdings Inc. | 3.83% | 1,053,555 | $40.2M | Reduce -9.1% |
| IDCC Interdigital Inc. | 3.79% | 281,025 | $39.8M | Reduce -9.3% |
| CCS Century Communities Inc. | 3.48% | 354,885 | $36.5M | Reduce -8.9% |
| TTEK Tetra Tech Inc. | 3.36% | 746,885 | $35.2M | Reduce -25.5% |
| ICFI Icf International Inc. | 3.35% | 210,980 | $35.2M | Reduce -24.7% |
| SKY Champion Homes Inc. | 3.28% | 362,930 | $34.4M | Reduce -8.1% |
| UMBF Umb Financial Corp. | 3.20% | 319,740 | $33.6M | Add +94.0% |
| FSS Federal Signal Corp. | 3.19% | 357,785 | $33.4M | Reduce -27.6% |
| LKFN Lakeland Financial Corp. | 3.03% | 488,502 | $31.8M | Reduce -9.3% |
| CBZ Cbiz Inc. | 2.85% | 445,200 | $30.0M | Reduce -32.8% |
| TGLS Tecnoglass Holdings Inc. | 2.79% | 426,850 | $29.3M | Add +5.1% |
| MTH Meritage Homes Corp. | 2.79% | 142,700 | $29.3M | Add +110.4% |
| PRMW Primo Water Corp. | 2.63% | 1,093,485 | $27.6M | Reduce -8.3% |
| FN Fabrinet | 2.49% | 110,472 | $26.1M | Add +30.4% |
| HURN Huron Consulting Group Inc. | 2.48% | 239,490 | $26.0M | Reduce -8.7% |
| KFY Korn Ferry | 2.34% | 326,955 | $24.6M | Reduce -8.3% |
| VECO Veeco Instruments Inc. | 2.31% | 731,135 | $24.2M | Reduce -40.0% |
| SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD | 2.29% | 490,295 | $24.0M | Reduce -10.2% |
| MOD Modine Manufacturing Co. | 2.25% | 177,930 | $23.6M | Reduce -9.2% |
| CXT Crane NXT Co. | 2.24% | 419,795 | $23.6M | Reduce -12.9% |
| BLBD Blue Bird Corp. | 2.22% | 485,355 | $23.3M | New |
| DFIN Donnelley Financial Solution | 2.06% | 329,025 | $21.7M | Reduce -9.2% |
| FIX Comfort Systems USA Inc. | 2.00% | 53,701 | $21.0M | Reduce -47.0% |
| HASI Ha Sustainable Infrastructur | 1.95% | 594,378 | $20.5M | Add +2.8% |
| WNS WNS Holdings Ltd. filed as WNS HLDGS LTD | 1.89% | 376,414 | $19.8M | Add +27.3% |
| CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC | 1.83% | 254,695 | $19.2M | Add +95.0% |
| FORM Formfactor Inc. | 1.81% | 413,795 | $19.0M | Add +5.1% |
| NVEE NV5 Global Inc. | 1.74% | 194,986 | $18.2M | Reduce -10.0% |
| ALG Alamo Group Inc. | 1.65% | 96,127 | $17.3M | Reduce -35.4% |
| GOLF Acushnet Holdings Corp. | 1.54% | 252,795 | $16.1M | Reduce -9.3% |
| AY Atlantica Sustainable Infras | 1.29% | 614,348 | $13.5M | Reduce -12.8% |
| CVCO Cavco Industries Inc. | 1.21% | 29,617 | $12.7M | Add +68.4% |
| MYRG MYR Group Inc./Delaware | 1.17% | 120,194 | $12.3M | Reduce -43.2% |
| CLS Celestica Inc. | 1.13% | 231,320 | $11.8M | Reduce -50.4% |
| SIMO Silicon Motion Technol-ADR | 1.12% | 193,385 | $11.7M | Reduce -9.2% |
| ACLS Axcelis Technologies Inc. | 1.04% | 104,515 | $11.0M | Reduce -39.4% |
| MGRC McGrath Rentcorp | 0.90% | 90,180 | $9.5M | Reduce -3.0% |
| CMCO Columbus McKinnon Corp. | 0.70% | 203,104 | $7.3M | Reduce -53.4% |
| OSW Onespaworld Holdings Ltd. | 0.61% | 389,220 | $6.4M | New |
| VC Visteon Corp. | 0.60% | 65,870 | $6.3M | Reduce -67.9% |
Portfolio Sells Q2 2024 → Q3 2024
| VECO Veeco Instruments Inc. | Reduce -40.0% | 2.31% | −2.91 |
| CBZ Cbiz Inc. | Reduce -32.8% | 2.85% | −1.64 |
| MYRG MYR Group Inc./Delaware | Reduce -43.2% | 1.17% | −1.46 |
| VC Visteon Corp. | Reduce -67.9% | 0.60% | −1.41 |
| CLS Celestica Inc. | Reduce -50.4% | 1.13% | −1.32 |
| ACLS Axcelis Technologies Inc. | Reduce -39.4% | 1.04% | −1.20 |
| WIRE Encore Wire Corp. | Sold out | 0.00% | −1.01 |
| FIX Comfort Systems USA Inc. | Reduce -47.0% | 2.00% | −0.83 |
| ALG Alamo Group Inc. | Reduce -35.4% | 1.65% | −0.71 |
| CMCO Columbus McKinnon Corp. | Reduce -53.4% | 0.70% | −0.68 |
| FSS Federal Signal Corp. | Reduce -27.6% | 3.19% | −0.60 |
| CXT Crane NXT Co. | Reduce -12.9% | 2.24% | −0.47 |
| SIMO Silicon Motion Technol-ADR | Reduce -9.2% | 1.12% | −0.46 |
| ICFI Icf International Inc. | Reduce -24.7% | 3.35% | −0.45 |
| TTEK Tetra Tech Inc. | Reduce -25.5% | 3.36% | −0.40 |
| AY Atlantica Sustainable Infras | Reduce -12.8% | 1.29% | −0.13 |
| NVEE NV5 Global Inc. | Reduce -10.0% | 1.74% | −0.11 |
| GOLF Acushnet Holdings Corp. | Reduce -9.3% | 1.54% | −0.09 |
| LKFN Lakeland Financial Corp. | Reduce -9.3% | 3.03% | −0.00 |
| MGRC McGrath Rentcorp | Reduce -3.0% | 0.90% | −0.00 |
| DFIN Donnelley Financial Solution | Reduce -9.2% | 2.06% | +0.09 |
| HURN Huron Consulting Group Inc. | Reduce -8.7% | 2.48% | +0.11 |
| KFY Korn Ferry | Reduce -8.3% | 2.34% | +0.15 |
| SHOO Steven Madden Ltd. | Reduce -10.2% | 2.29% | +0.17 |
| OSIS Osi Systems Inc. | Reduce -9.0% | 4.46% | +0.19 |
| PRMW Primo Water Corp. | Reduce -8.3% | 2.63% | +0.24 |
| MOD Modine Manufacturing Co. | Reduce -9.2% | 2.25% | +0.45 |
| IDCC Interdigital Inc. | Reduce -9.3% | 3.79% | +0.49 |
| DY Dycom Industries Inc. | Reduce -9.3% | 5.29% | +0.49 |
| EXLS Exlservice Holdings Inc. | Reduce -9.1% | 3.83% | +0.50 |
| CCS Century Communities Inc. | Reduce -8.9% | 3.48% | +0.57 |
| SKY Champion Homes Inc. | Reduce -8.1% | 3.28% | +0.83 |
Portfolio Buys Q2 2024 → Q3 2024
| BLBD Blue Bird Corp. | New | 2.22% | +2.22 |
| UMBF Umb Financial Corp. | Add +94.0% | 3.20% | +1.94 |
| MTH Meritage Homes Corp. | Add +110.4% | 2.79% | +1.78 |
| LMB Limbach Holdings Inc. | Add +11.2% | 3.84% | +1.35 |
| CVSA Covista Inc. | Add +95.0% | 1.83% | +1.02 |
| TGLS Tecnoglass Holdings Inc. | Add +5.1% | 2.79% | +0.93 |
| CVCO Cavco Industries Inc. | Add +68.4% | 1.21% | +0.65 |
| OSW Onespaworld Holdings Ltd. | New | 0.61% | +0.61 |
| FN Fabrinet | Add +30.4% | 2.49% | +0.59 |
| WNS WNS Holdings Ltd. | Add +27.3% | 1.89% | +0.47 |
| HASI Ha Sustainable Infrastructur | Add +2.8% | 1.95% | +0.38 |
| FORM Formfactor Inc. | Add +5.1% | 1.81% | −0.37 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 42 | $1.5B | DY, HASI, SIMO, UMBF, FSS |
| Q1 2026 | 41 | $1.2B | HASI, OSIS, FN, TTMI, SIMO |
| Q4 2025 | 43 | $1.2B | TSEM, OSIS, HURN, DY, SIMO |
| Q3 2025 | 41 | $1.2B | TSEM, CVSA, DY, OSIS, SIMO |
| Q2 2025 | 41 | $1.1B | CVSA, CLS, OSIS, EXLS, LMB |
| Q1 2025 | 46 | $929.9M | EXLS, OSIS, CVSA, IDCC, HURN |
| Q4 2024 | 43 | $1.0B | EXLS, OSIS, DY, IDCC, LMB |
| Q3 2024 | 43 | $1.0B | DY, OSIS, LMB, EXLS, IDCC |
| Q2 2024 | 42 | $1.1B | VECO, DY, CBZ, OSIS, ICFI |
| Q1 2024 | 41 | $1.1B | FIX, CBZ, OSIS, DY, ICFI |