NEUMEIER POMA INVESTMENT COUNSEL LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, NEUMEIER POMA INVESTMENT COUNSEL LLC opened 1 positions, added to 27, reduced 12, sold out of 1 and left 0 unchanged. The largest increase in value was CGAU (+$27,687,983); the largest decrease was LAUR (-$23,780,250).
- CGAU: Country of operation —; Class COM; Shares 2026-03-31 271,843; Shares 2026-06-30 2,050,698.
- WLY: Country of operation United States; Class CL A; Shares 2026-03-31 410,565; Shares 2026-06-30 865,460.
- WLDN: Country of operation United States; Class COM; Shares 2026-03-31 215,660; Shares 2026-06-30 530,210.
- IDCC: Country of operation United States; Class COM; Shares 2026-03-31 68,144; Shares 2026-06-30 149,579.
Two Form 13F-HR filings compared (SEC CIK 1044936): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
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CGAU
Centerra Gold Inc. | | COM | 271,843 | 2,050,698 | +1,778,855 | $4,836,087 | $32,524,070 | +$27,687,983 |
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WLY
Wiley John & Sons Inc. | United States | CL A | 410,565 | 865,460 | +454,895 | $15,642,527 | $41,983,465 | +$26,340,938 |
|---|
WLDN
Willdan Group Inc. | United States | COM | 215,660 | 530,210 | +314,550 | $16,510,930 | $41,939,611 | +$25,428,681 |
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IDCC
Interdigital Inc. | United States | COM | 68,144 | 149,579 | +81,435 | $20,579,488 | $42,350,302 | +$21,770,814 |
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FSS
Federal Signal Corp. | United States | COM | 294,866 | 404,008 | +109,142 | $31,886,809 | $51,910,988 | +$20,024,179 |
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CVCO
Cavco Industries Inc. | United States | COM | 54,097 | 69,707 | +15,610 | $26,198,636 | $42,826,587 | +$16,627,951 |
|---|
SKY
Champion Homes Inc. | United States | COM | 475,711 | 583,826 | +108,115 | $35,378,627 | $51,446,747 | +$16,068,120 |
|---|
BLBD
Blue Bird Corp. | United States | COM | 625,195 | 647,540 | +22,345 | $35,504,824 | $51,129,758 | +$15,624,934 |
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OSW
Onespaworld Holdings Limited | | COM | 1,322,022 | 1,539,032 | +217,010 | $30,340,405 | $43,462,264 | +$13,121,859 |
|---|
UMBF
UMB Financial Corp. | United States | COM | 403,907 | 410,797 | +6,890 | $45,556,671 | $58,645,380 | +$13,088,709 |
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UFPT
UFP Technologies Inc. | United States | COM | 50,855 | 84,575 | +33,720 | $9,845,528 | $22,423,370 | +$12,577,842 |
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SHOO
Steven Madden LTD. | United States | COM | 1,114,575 | 1,185,049 | +70,474 | $37,806,384 | $49,890,563 | +$12,084,179 |
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GOLF
Acushnet Holdings Corp. | United States | COM | 371,259 | 382,099 | +10,840 | $34,705,291 | $45,290,194 | +$10,584,903 |
|---|
MOD
Modine Manufacturing Co. | United States | COM | 114,520 | 119,400 | +4,880 | $24,817,629 | $31,882,188 | +$7,064,559 |
|---|
PRMB
Primo Brands Corp. | United States | COM | 845,925 | 875,785 | +29,860 | $15,928,768 | $21,404,185 | +$5,475,417 |
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CVSA
Covista Inc. | United States | COM | 342,087 | 353,047 | +10,960 | $39,425,527 | $44,010,839 | +$4,585,312 |
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HASI
Hannon Armstrong Sustainable Infrastructure Capital Inc. | United States | COM | 1,531,744 | 1,558,663 | +26,919 | $56,291,592 | $60,865,790 | +$4,574,198 |
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CXT
Crane NXT Co. | United States | COM | 362,275 | 375,545 | +13,270 | $14,704,742 | $19,212,882 | +$4,508,140 |
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TTEK
Tetra Tech Inc. | United States | COM | 1,303,913 | 1,514,378 | +210,465 | $39,273,860 | $43,750,380 | +$4,476,520 |
|---|
MGRC
McGrath RentCorp | United States | COM | 285,708 | 295,108 | +9,400 | $31,507,878 | $35,716,921 | +$4,209,043 |
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LKFN
Lakeland Financial Corp. | United States | COM | 478,164 | 497,399 | +19,235 | $27,437,050 | $30,699,466 | +$3,262,416 |
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PLUS
Eplus Inc. | United States | COM | 273,070 | 275,000 | +1,930 | $20,548,518 | $22,888,250 | +$2,339,732 |
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OSIS
OSI Systems Inc. | United States | COM | 191,430 | 222,515 | +31,085 | $50,826,579 | $48,664,031 | -$2,162,548 |
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KFY
Korn Ferry | United States | COM | 395,972 | 401,362 | +5,390 | $24,926,437 | $26,722,682 | +$1,796,245 |
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EXLS
Exlservice Holdings Inc. | United States | COM | 300,198 | 309,798 | +9,600 | $9,141,029 | $8,011,376 | -$1,129,653 |
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LMB
Limbach Holdings Inc. | United States | COM | 313,938 | 323,953 | +10,015 | $24,502,861 | $24,944,381 | +$441,520 |
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FCN
FTI Consulting | United States | COM | 253,050 | 299,975 | +46,925 | $44,731,649 | $44,699,275 | -$32,374 |
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