NEUMEIER POMA INVESTMENT COUNSEL LLC — 13F Holdings & Portfolio
CIK 1044936 · latest 13F-HR filed 2026-05-13
NEUMEIER POMA INVESTMENT COUNSEL LLC manages $1.21B in 13F-reported U.S. long-equity assets across 41 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are HASI (4.64%), OSIS (4.19%), FN (4.12%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 4, added to 18, and trimmed 14.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.21B
Long-equity book
41
Distinct positions
2026-03-31
Filed 2026-05-13
+2 / −4 / ↑18 / ↓14
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- FTI Consulting$40.9M +1075.0%
- Laureate Education Inc.$15.4M +55.8%
- Blue Bird Corp.$13.1M +58.6%
- Pathward Financial Inc.$13.0M +69.5%
- Hannon Armstrong Sustainable Infrastructure Capital Inc.$12.5M +28.6%
Top Trims
- Huron Consulting Group Inc.-$38.6M -78.3%
- Exlservice Holdings Inc.-$33.1M -78.3%
- ICF International Inc.-$18.3M -44.6%
- Tower Semiconductor LTD.-$11.7M -21.8%
- Cavco Industries Inc.-$6.5M -19.8%
Exited Positions
- LegalZoom.Com Inc.$15.9M
- Rev Group Inc$11.3M
- Everus Construction Group Inc.$6.7M
- CBIZ Inc.$5.1M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Hannon Armstrong Sustainable Infrastructure Capital Inc. | HASI | 41068X100 | $56.3M | 4.64% | 1,531,744 | SH |
| 2 | OSI Systems Inc. | OSIS | 671044105 | $50.8M | 4.19% | 191,430 | SH |
| 3 | Fabrinet | FN | G3323L100 | $50.0M | 4.12% | 95,858 | SH |
| 4 | TTM Technologies Inc. | TTMI | 87305R109 | $48.7M | 4.01% | 499,750 | SH |
| 5 | Silicon Motion Technology Corp. | SIMO | 82706C108 | $48.1M | 3.96% | 428,188 | SH |
| 6 | MYR Group Inc. | MYRG | 55405W104 | $45.8M | 3.78% | 162,294 | SH |
| 7 | UMB Financial Corp. | UMBF | 902788108 | $45.6M | 3.75% | 403,907 | SH |
| 8 | Dycom Industries Inc. | DY | 267475101 | $45.4M | 3.74% | 133,883 | SH |
| 9 | FTI Consulting | FCN | 302941109 | $44.7M | 3.69% | 253,050 | SH |
| 10 | Laureate Education Inc. | LAUR | 518613203 | $42.9M | 3.54% | 1,231,995 | SH |
| 11 | Tower Semiconductor LTD. | TSEM | M87915274 | $42.0M | 3.46% | 239,387 | SH |
| 12 | Covista Inc. | CVSA | 00737L103 | $39.4M | 3.25% | 342,087 | SH |
| 13 | Tetra Tech Inc. | TTEK | 88162G103 | $39.3M | 3.24% | 1,303,913 | SH |
| 14 | Steven Madden LTD. | SHOO | 556269108 | $37.8M | 3.12% | 1,114,575 | SH |
| 15 | Blue Bird Corp. | BLBD | 095306106 | $35.5M | 2.93% | 625,195 | SH |
| 16 | Champion Homes Inc. | SKY | 830830105 | $35.4M | 2.92% | 475,711 | SH |
| 17 | Acushnet Holdings Corp. | GOLF | 005098108 | $34.7M | 2.86% | 371,259 | SH |
| 18 | Federal Signal Corp. | FSS | 313855108 | $31.9M | 2.63% | 294,866 | SH |
| 19 | Pathward Financial Inc. | CASH | 59100U108 | $31.8M | 2.62% | 356,200 | SH |
| 20 | McGrath RentCorp | MGRC | 580589109 | $31.5M | 2.60% | 285,708 | SH |
| 21 | Onespaworld Holdings Limited | OSW | P73684113 | $30.3M | 2.50% | 1,322,022 | SH |
| 22 | Lakeland Financial Corp. | LKFN | 511656100 | $27.4M | 2.26% | 478,164 | SH |
| 23 | Cavco Industries Inc. | CVCO | 149568107 | $26.2M | 2.16% | 54,097 | SH |
| 24 | Korn Ferry | KFY | 500643200 | $24.9M | 2.05% | 395,972 | SH |
| 25 | Modine Manufacturing Co. | MOD | 607828100 | $24.8M | 2.05% | 114,520 | SH |
| 26 | Limbach Holdings Inc. | LMB | 53263P105 | $24.5M | 2.02% | 313,938 | SH |
| 27 | ICF International Inc. | ICFI | 44925C103 | $22.7M | 1.87% | 348,426 | SH |
| 28 | Interdigital Inc. | IDCC | 45867G101 | $20.6M | 1.70% | 68,144 | SH |
| 29 | Eplus Inc. | PLUS | 294268107 | $20.5M | 1.69% | 273,070 | SH |
| 30 | Alamo Group Inc. | ALG | 011311107 | $20.4M | 1.68% | 123,511 | SH |
| 31 | SPDR Gold Trust | GLD | 78463V107 | $18.6M | 1.53% | 43,185 | SH |
| 32 | Willdan Group Inc. | WLDN | 96924N100 | $16.5M | 1.36% | 215,660 | SH |
| 33 | Primo Brands Corp. | PRMB | 741623102 | $15.9M | 1.31% | 845,925 | SH |
| 34 | Wiley John & Sons Inc. | WLY | 968223206 | $15.6M | 1.29% | 410,565 | SH |
| 35 | Crane NXT Co. | CXT | 224441105 | $14.7M | 1.21% | 362,275 | SH |
| 36 | Huron Consulting Group Inc. | HURN | 447462102 | $10.7M | 0.88% | 83,941 | SH |
| 37 | Comfort Systems USA Inc. | FIX | 199908104 | $10.6M | 0.87% | 7,661 | SH |
| 38 | UFP Technologies Inc. | UFPT | 902673102 | $9.8M | 0.81% | 50,855 | SH |
| 39 | Exlservice Holdings Inc. | EXLS | 302081104 | $9.1M | 0.75% | 300,198 | SH |
| 40 | Celestica Inc. | CLS | 15101Q207 | $6.8M | 0.56% | 24,148 | SH |
| 41 | Centerra Gold Inc. | CGAU | 152006102 | $4.8M | 0.40% | 271,843 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $1.21B | 41 | 0001104659-26-059673 |
| 2025-12-31 | 2026-02-11 | $1.21B | 43 | 0001104659-26-012937 |
| 2025-09-30 | 2025-11-12 | $1.22B | 41 | 0001104659-25-109533 |