HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 Comfort Systems USA Inc. |
313,636 | -71,605 | $64,506 |
| FIX | 313,636 | -71,605 | $64,506 |
| OSI Systems Inc. |
381,770 | +12,570 | $49,267 |
| OSIS | 381,770 | +12,570 | $49,267 |
| CBIZ Inc. |
765,855 | +44,700 | $47,935 |
| CBZ | 765,855 | +44,700 | $47,935 |
| ICF International Inc. |
332,025 | -3,980 | $44,521 |
| ICFI | 332,025 | -3,980 | $44,521 |
| Federal Signal Corp. |
565,611 | -64,235 | $43,405 |
| FSS | 565,611 | -64,235 | $43,405 |
| Alamo Group Inc. |
198,926 | -1,485 | $41,812 |
| ALG | 198,926 | -1,485 | $41,812 |
| Veeco Instruments Inc. |
1,323,010 | -6,625 | $41,053 |
| VECO | 1,323,010 | -6,625 | $41,053 |
| Century Communities Inc. |
437,266 | +106,725 | $39,852 |
| CCS | 437,266 | +106,725 | $39,852 |
| WNS Holdings LTD. |
623,182 | +100,850 | $39,385 |
| WNS | 623,182 | +100,850 | $39,385 |
| Dycom Industries Inc. |
330,955 | -37,590 | $38,090 |
| DY | 330,955 | -37,590 | $38,090 |
| Tetra Tech Inc. |
226,353 | +195 | $37,785 |
| TTEK | 226,353 | +195 | $37,785 |
| Steven Madden LTD. |
887,927 | +58,920 | $37,293 |
| SHOO | 887,927 | +58,920 | $37,293 |
| Interdigital Inc. |
337,100 | -30,050 | $36,589 |
| IDCC | 337,100 | -30,050 | $36,589 |
| MYR Group Inc. |
251,307 | +94,230 | $36,347 |
| MYRG | 251,307 | +94,230 | $36,347 |
| Lakeland Financial Corp. |
547,457 | +245,825 | $35,672 |
| LKFN | 547,457 | +245,825 | $35,672 |
| Meritage Homes Corp. |
201,915 | +59,185 | $35,174 |
| MTH | 201,915 | +59,185 | $35,174 |
| Exlservice Holdings Inc. |
1,108,815 | -24,910 | $34,207 |
| EXLS | 1,108,815 | -24,910 | $34,207 |
| Skyline Champion Corp. |
448,225 | +55,590 | $33,285 |
| SKY | 448,225 | +55,590 | $33,285 |
| Celestica Inc. |
1,104,055 | +317,475 | $32,327 |
| CLS | 1,104,055 | +317,475 | $32,327 |
| Fabrinet |
165,089 | -49,025 | $31,421 |
| FN | 165,089 | -49,025 | $31,421 |
| McGrath RentCorp |
255,485 | +58,740 | $30,561 |
| MGRC | 255,485 | +58,740 | $30,561 |
| Crane NXT Co. |
537,190 | +5,745 | $30,550 |
| CXT | 537,190 | +5,745 | $30,550 |
| Visteon Corp. |
226,130 | +27,150 | $28,244 |
| VC | 226,130 | +27,150 | $28,244 |
| Atlantica Sustainable Infrastructure |
1,296,146 | -28,130 | $27,867 |
| AY | 1,296,146 | -28,130 | $27,867 |
| Hannon Armstrong Sustainable Infrastructure Capital Inc. |
1,007,491 | +480,260 | $27,787 |
| HASI | 1,007,491 | +480,260 | $27,787 |
| Modine Manufacturing Co. |
462,330 | +462,330 | $27,601 |
| MOD | 462,330 | +462,330 | $27,601 |
| NV5 Global Inc. |
248,386 | -6,880 | $27,601 |
| NVEE | 248,386 | -6,880 | $27,601 |
| Columbus McKinnon Corp. |
505,739 | -5,595 | $19,734 |
| CMCO | 505,739 | -5,595 | $19,734 |
| FormFactor Inc. |
384,300 | -10,675 | $16,029 |
| FORM | 384,300 | -10,675 | $16,029 |
| Huron Consulting Group Inc. |
134,430 | +134,430 | $13,819 |
| HURN | 134,430 | +134,430 | $13,819 |
| Korn Ferry |
217,980 | -32,225 | $12,937 |
| KFY | 217,980 | -32,225 | $12,937 |
| AMN Healthcare Services Inc. |
171,093 | -192,110 | $12,811 |
| AMN | 171,093 | -192,110 | $12,811 |
| Tecnoglass Inc. |
210,120 | -210,190 | $9,605 |
| TGLS | 210,120 | -210,190 | $9,605 |
| Cavco Industries Inc. |
21,495 | -35,085 | $7,451 |
| CVCO | 21,495 | -35,085 | $7,451 |
| YETI Holdings Inc. |
119,365 | -163,825 | $6,181 |
| YETI | 119,365 | -163,825 | $6,181 |
| Oxford Industries Inc. |
61,410 | -72,510 | $6,141 |
| OXM | 61,410 | -72,510 | $6,141 |
| Axcelis Technologies Inc. |
46,690 | -24,895 | $6,055 |
| ACLS | 46,690 | -24,895 | $6,055 |
| Primo Water Corp. |
394,785 | +394,785 | $5,942 |
| PRMW | 394,785 | +394,785 | $5,942 |
See Full List: All Stocks Held By Neumeier Poma Investment Counsel LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Neumeier Poma Investment Counsel LLC
|
Size ($ in 1000's)
At 12/31/2023: $1,122,482 At 09/30/2023: $1,024,244 Neumeier Poma Investment Counsel LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Neumeier Poma Investment Counsel LLC 13F filings. Link to 13F filings: SEC filings |
