NEUMEIER POMA INVESTMENT COUNSEL LLC: 13F holdings
CIK 10449362026Q2
| Positions | 42 |
|---|
| Reported value | $1.5bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 42 (+1 vs prior quarter) |
|---|
| Reported value | $1.5bn (+20.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DY Dycom Industries Inc. | 120,636 | $61.0m | 4.2% |
| HASI Hannon Armstrong Sustainable Infrastructure Capital Inc. | 1,558,663 | $60.9m | 4.2% |
| SIMO Silicon Motion Technology Corp. | 176,408 | $58.8m | 4.0% |
| UMBF UMB Financial Corp. | 410,797 | $58.6m | 4.0% |
| FSS Federal Signal Corp. | 404,008 | $51.9m | 3.6% |
| SKY Champion Homes Inc. | 583,826 | $51.4m | 3.5% |
| BLBD Blue Bird Corp. | 647,540 | $51.1m | 3.5% |
| MYRG MYR Group Inc. | 99,937 | $50.0m | 3.4% |
| SHOO Steven Madden LTD. | 1,185,049 | $49.9m | 3.4% |
| OSIS OSI Systems Inc. | 222,515 | $48.7m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1044936")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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