$408 Million is the total value of NEUMEIER POMA INVESTMENT COUNSEL LLC's 38 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 11.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QCOR | Buy | Questcor Pharmaceuticals | $21,283,000 | +27.8% | 366,950 | +0.1% | 5.22% | +20.0% |
| AFSI | Buy | Amtrust Financial Service | $20,343,000 | +35.9% | 521,561 | +24.4% | 4.99% | +27.7% |
| THO | Buy | Thor Industries Inc. | $15,749,000 | +48.3% | 271,350 | +25.7% | 3.86% | +39.3% |
| SHOO | Buy | Steven Madden, Ltd. | $15,646,000 | +21.1% | 290,663 | +8.8% | 3.84% | +13.7% |
| PACW | Buy | Pacwest Bancorp | $15,052,000 | +45.9% | 438,975 | +30.4% | 3.69% | +37.0% |
| TILE | Buy | Interface Inc. | $14,495,000 | +64.2% | 730,515 | +40.4% | 3.55% | +54.3% |
| SNTS | Buy | Santarus Inc. | $14,433,000 | +9.5% | 638,900 | +2.0% | 3.54% | +2.8% |
| DRC | Buy | Dresser-Rand Group Inc. | $14,382,000 | +8.0% | 230,475 | +3.9% | 3.53% | +1.5% |
| TUP | Buy | Tupperware Brands Corp. | $14,281,000 | +13.7% | 165,345 | +2.3% | 3.50% | +6.9% |
| COHR | Buy | Coherent Inc. | $13,966,000 | +17.6% | 227,600 | +5.6% | 3.42% | +10.5% |
| SCS | Buy | Steelcase Inc. | $12,880,000 | +17.4% | 774,975 | +3.0% | 3.16% | +10.3% |
| EFII | New | Electronics For ImagingInc. | $11,807,000 | – | 372,700 | +100.0% | 2.90% | – |
| ENS | Buy | Enersys | $11,791,000 | +57.5% | 194,475 | +27.4% | 2.89% | +48.0% |
| PIR | Buy | Pier 1 Imports, Inc. | $10,428,000 | +53.3% | 534,200 | +84.5% | 2.56% | +44.1% |
| IPGP | Buy | IPG Photonics Corp. | $9,347,000 | +5.3% | 165,880 | +13.5% | 2.29% | -1.0% |
| FFBC | Buy | First Financial Bancorp | $8,099,000 | +1.8% | 533,875 | +0.0% | 1.99% | -4.3% |
| MMS | Buy | Maximus Inc. | $7,713,000 | -15.9% | 171,250 | +39.0% | 1.89% | -21.0% |
| PATK | New | Patrick Industries Inc. | $7,062,000 | – | 235,000 | +100.0% | 1.73% | – |
| IWM | Buy | Ishares Russell 2000etf | $3,550,000 | +30.5% | 33,300 | +18.9% | 0.87% | +22.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Steven Madden LTD. | 42 | Q3 2023 | 4.8% |
| OSI Systems Inc. | 39 | Q3 2023 | 4.3% |
| Maximus Inc. | 37 | Q2 2022 | 4.2% |
| iShares Russell 2000 ETF | 37 | Q3 2023 | 2.8% |
| Lakeland Financial Corp. | 36 | Q3 2023 | 3.4% |
| Hannon Armstrong Sustainable Infrastructure Capital Inc. | 35 | Q3 2023 | 8.1% |
| MKS Instruments Inc. | 34 | Q2 2022 | 4.4% |
| AMN Health Care Services Inc. | 31 | Q3 2023 | 4.5% |
| Fabrinet | 30 | Q3 2023 | 5.5% |
| First Financial Bancorp | 30 | Q3 2020 | 3.8% |
View NEUMEIER POMA INVESTMENT COUNSEL LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-11 |
View NEUMEIER POMA INVESTMENT COUNSEL LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.