NEUMEIER POMA INVESTMENT COUNSEL LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| Laureate Education Inc. | 0 | 818,340 | +818,340 | 0 | 27,553,508 | +27,553,508 |
| Eplus Inc. | 0 | 281,430 | +281,430 | 0 | 24,681,411 | +24,681,411 |
| Champion Homes Inc. | 345,306 | 484,196 | +138,890 | 26,371,019 | 40,914,562 | +14,543,543 |
| Limbach Holdings Inc. | 126,553 | 318,238 | +191,685 | 12,290,827 | 24,774,828 | +12,484,001 |
| Steven Madden LTD. | 955,010 | 1,057,465 | +102,455 | 31,973,735 | 44,032,843 | +12,059,108 |
| UFP Technologies Inc. | 0 | 52,120 | +52,120 | 0 | 11,572,204 | +11,572,204 |
| Acushnet Holdings Corp. | 253,434 | 384,424 | +130,990 | 19,892,035 | 30,684,724 | +10,792,689 |
| ICF International Inc. | 328,181 | 481,086 | +152,905 | 30,455,197 | 41,036,636 | +10,581,439 |
| Cavco Industries Inc. | 38,777 | 55,312 | +16,535 | 22,518,967 | 32,675,011 | +10,156,044 |
| Huron Consulting Group Inc. | 277,476 | 284,856 | +7,380 | 40,725,153 | 49,254,451 | +8,529,298 |
| Fabrinet | 88,391 | 87,671 | -720 | 32,229,126 | 39,914,853 | +7,685,727 |
| Tetra Tech Inc. | 979,388 | 1,126,603 | +147,215 | 32,691,971 | 37,786,265 | +5,094,294 |
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | 1,267,489 | 1,392,799 | +125,310 | 38,911,912 | 43,775,673 | +4,863,761 |
| SPDR Gold Trust | 36,636 | 43,185 | +6,549 | 13,022,999 | 17,114,647 | +4,091,648 |
| Korn Ferry | 330,402 | 411,262 | +80,860 | 23,121,532 | 27,151,517 | +4,029,985 |
| FTI Consulting | 0 | 22,285 | +22,285 | 0 | 3,806,947 | +3,806,947 |
| MYR Group Inc. | 198,401 | 201,539 | +3,138 | 41,273,360 | 44,036,272 | +2,762,912 |
| OSI Systems Inc. | 194,565 | 195,795 | +1,230 | 48,493,381 | 49,939,473 | +1,446,092 |
| TTM Technologies Inc. | 749,125 | 637,790 | -111,335 | 43,149,600 | 44,007,510 | +857,910 |
| CBIZ Inc. | 103,035 | 101,585 | -1,450 | 5,456,734 | 5,124,963 | -331,771 |
| Rev Group Inc | 207,940 | 185,660 | -22,280 | 11,783,960 | 11,289,985 | -493,975 |
| Silicon Motion Technology Corp. | 478,463 | 481,818 | +3,355 | 45,363,077 | 44,664,529 | -698,548 |
| Onespaworld Holdings Limited | 1,371,407 | 1,347,742 | -23,665 | 28,991,544 | 27,952,169 | -1,039,375 |
| UMB Financial Corp. | 338,052 | 336,712 | -1,340 | 40,008,454 | 38,735,348 | -1,273,106 |
| LegalZoom.Com Inc. | 1,744,355 | 1,597,435 | -146,920 | 18,106,405 | 15,862,530 | -2,243,875 |
| Dycom Industries Inc. | 166,313 | 136,848 | -29,465 | 48,523,481 | 46,240,939 | -2,282,542 |
| Exlservice Holdings Inc. | 1,011,033 | 994,683 | -16,350 | 44,515,783 | 42,214,347 | -2,301,436 |
| Alamo Group Inc. | 95,931 | 93,066 | -2,865 | 18,313,228 | 15,622,989 | -2,690,239 |
| Tower Semiconductor LTD. | 781,368 | 457,288 | -324,080 | 56,492,906 | 53,694,757 | -2,798,149 |
| Modine Manufacturing Co. | 140,062 | 122,052 | -18,010 | 19,911,214 | 16,295,163 | -3,616,051 |
| Wiley John & Sons Inc. | 395,640 | 393,715 | -1,925 | 16,011,551 | 12,059,490 | -3,952,061 |
| Lakeland Financial Corp. | 493,469 | 482,244 | -11,225 | 31,680,710 | 27,516,843 | -4,163,867 |
| McGrath RentCorp | 297,878 | 292,003 | -5,875 | 34,941,089 | 30,639,875 | -4,301,214 |
| Blue Bird Corp. | 483,310 | 476,190 | -7,120 | 27,814,491 | 22,380,930 | -5,433,561 |
| Federal Signal Corp. | 249,961 | 222,931 | -27,030 | 29,742,859 | 24,208,077 | -5,534,782 |
| Pathward Financial Inc. | 348,590 | 264,100 | -84,490 | 25,799,146 | 18,751,100 | -7,048,046 |
| Primo Brands Corp. | 1,000,956 | 868,085 | -132,871 | 22,121,128 | 14,193,190 | -7,927,938 |
| Crane NXT Co. | 386,536 | 371,015 | -15,521 | 25,924,970 | 17,463,676 | -8,461,294 |
| Interdigital Inc. | 97,424 | 70,319 | -27,105 | 33,633,688 | 22,388,163 | -11,245,525 |
| Adtalem Global Education Inc. | 320,477 | 333,592 | +13,115 | 49,497,673 | 34,516,764 | -14,980,909 |
| Everus Construction Group Inc. | 283,979 | 78,744 | -205,235 | 24,351,199 | 6,737,337 | -17,613,862 |
| Celestica Inc. | 149,950 | 44,243 | -105,707 | 36,944,681 | 13,078,673 | -23,866,008 |
| Comfort Systems USA Inc. | 45,608 | 14,601 | -31,007 | 37,634,809 | 13,626,967 | -24,007,842 |