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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: 9/30/99
Check here if Amendment [x]; Amendment Number: 2
This Amendment (Check only one.): [ ] is a restatement.
[x] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Neumeier Investment Counsel LLC
Address: 26435 Carmel Rancho Blvd.
Carmel, CA 93923
Form 13F File Number: 28-4792
The institutional investment manager filing this report and the person by
whom it is signed hereby represent that the person signing the report is
authorized to submit it, that all information contained herein is true,
correct and complete, and that it is understood that all required items,
statements, schedules, lists, and tables, are considered integral parts of
this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Peter Neumeier
Title: President
Phone: 831-625-6355
Signature, Place, and Date of Signing:
/Peter Neumeier Carmel, California 11/12/99
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[Signature] [City, State] [Date]
Report Type (Check only one.):
[x] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting
manager are reported in this report.)
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[ ] 13F NOTICE. (Check here if no holdings reported are in this report, and
all holdings are reported by other reporting manager(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this
reporting manager are reported in this report and a portion are reported by
other reporting manager(s).)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name
28-4792 Neumeier Investment Counsel LLC
[Repeat as necessary.]
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Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 33
Form 13F Information Table Value Total: $345083
(thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings
and list entries.]
No. Form 13F File Number Name
28-4792 Neumeier Investment Counsel LLC
[Repeat as necessary.
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<TABLE>
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COL. 6 COLUMN 7 COLUMN 8
- ------------------------------- -------- --------- -------- ------------------ ------- -------- ----------------------
OTHER VOTING AUTHORITY
TITLE OF VALUE SHARES/ SH/ PUT/ INVSTMT MANAGERS ----------------------
NAME OF ISSUER CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN NONE SOLE SHARED NONE
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<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
Acceptance Insurance Companies COM 004308102 4103 325000 325000 200500 124500
Anchor Gaming COM 033037102 16345 274700 274700 184300 90400
Arthur J. Gallagher COM 363576109 12668 237900 237900 153000 84900
Aviation Sales COM 053672101 2671 140600 140600 84000 56600
Blyth Industries Inc. COM 09643P108 5886 209750 209750 152900 56850
Burlington Coat Factory COM 121579106 5709 289060 289060 235760 53300
Dentsply International COM 249030107 10392 456800 456800 252900 203900
Doral Financial Corporation COM 25811P100 8516 636700 636700 420300 216400
Furniture Brands International COM 360921100 12450 632400 632400 391400 241000
Goody's Family Clothing COM 382588101 7182 890800 890800 582900 307900
Harman International COM 413086109 20271 481925 481925 291700 190225
HCC Insurance Holdings COM 404132102 14732 876250 876250 556900 319350
Helen of Troy Inc. COM G4388N106 8273 859500 859500 568200 291300
Henry Schein Inc. COM 806407102 6861 481500 481500 334800 146700
Hon Industries Inc. COM 438092108 14177 736450 736450 462100 274350
ICN Pharmaceuticals Inc. COM 448924100 6038 351275 351275 206100 145175
Imperial Bancorp COM 452556103 16431 773241 773241 429316 343925
Innovex Inc. COM 457647105 1309 145450 145450 88400 57050
Interstate Bakeries COM 46072H108 16167 702900 702900 422500 280400
Kenneth Cole Productions COM 193294105 3442 92100 92100 40700 51400
Knoll Corporation COM 498904101 22469 836050 836050 513000 323050
Lone Star Industries Inc. COM 542290480 17132 343500 343500 222300 121200
Long Beach Financial Corp. COM 542446109 19682 1239800 1239800 699800 540000
Merrill Corporation COM 590175105 9867 494900 494900 307900 187000
Orbotech Ltd. ORD M75253100 16134 260750 260750 151100 109650
</TABLE>
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<TABLE>
<CAPTION>
- -------------------------------------------------------------------------------------------------------------------------------
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COL. 6 COLUMN 7 COLUMN 8
- ------------------------------- -------- --------- -------- ------------------ ------- -------- ----------------------
OTHER VOTING AUTHORITY
TITLE OF VALUE SHARES/ SH/ PUT/ INVSTMT MANAGERS ----------------------
NAME OF ISSUER CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN NONE SOLE SHARED NONE
- -------------------------------------------------------------------------------------------------------------------------------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
Pittson Brinks Group COM 725701106 14228 613600 613600 375500 238100
Quanex Corporation COM 747620102 9914 386900 386900 230200 156700
Russ Berrie & Co. Inc. COM 782233100 6288 300300 300300 103300 197000
St. Francis Capital Corp. COM 789374105 4030 196000 196000 88100 107900
Steris Corporation COM 859152000 8546 621500 621500 442000 179500
Superior Industries COM 868168105 13250 473200 473200 317400 155800
Vans Inc. COM 921930103 6959 579900 579900 384000 195900
World Fuel Services Corp. COM 981475106 2961 303700 303700 179400 124300
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