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Landsea Homes Corp

LSEADelisted Jun 25, 2025
Industry
Operative Builders
SEC CIK
0001721386

Landsea Homes Corp was delisted on Jun 25, 2025; its insiders filed their last Form 4 on Jun 25, 2025; 115 institutions reported holding it in 13F filings for Q1 2025, worth $156.1M in total; no superinvestor held it.

13F holders, Q4 2022

Institutional positions in Landsea Homes Corp as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
61
+2 vs. Q3 2022
Shares held
5.76M
+587.4K (+11.4%) vs. Q3 2022
Total value
$30.0M
+$5.34M (+21.6%) vs. Q3 2022
New holders
9
25 more added
Sold out
7
17 more reduced

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LSEA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 61 institutions
Q1 2021: 43 institutionsQ2 2021: 48 institutionsQ3 2021: 48 institutionsQ4 2021: 49 institutionsQ1 2022: 58 institutionsQ2 2022: 61 institutionsQ3 2022: 59 institutionsQ4 2022: 61 institutionsQ1 2023: 58 institutionsQ2 2023: 73 institutionsQ3 2023: 97 institutionsQ4 2023: 101 institutionsQ1 2024: 102 institutionsQ2 2024: 105 institutionsQ3 2024: 120 institutionsQ4 2024: 131 institutionsQ1 2025: 115 institutionsQ2 2025: 1 institutionQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2022: $30.0M
Q1 2021: $75.4MQ2 2021: $63.0MQ3 2021: $70.1MQ4 2021: $52.0MQ1 2022: $55.0MQ2 2022: $38.2MQ3 2022: $24.7MQ4 2022: $30.0MQ1 2023: $33.8MQ2 2023: $81.3MQ3 2023: $116.5MQ4 2023: $169.8MQ1 2024: $246.6MQ2 2024: $157.9MQ3 2024: $222.2MQ4 2024: $208.6MQ1 2025: $156.1MQ2 2025: $27.2KQ3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding LSEA and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20251$27.2K
Q1 2025115$156.1M
Q4 2024131$208.6M
Q3 2024120$222.2M
Q2 2024105$157.9M
Q1 2024102$246.6M
Q4 2023101$169.8M
Q3 202397$116.5M
Q2 202373$81.3M
Q1 202358$33.8M
Q4 202261$30.0M
Q3 202259$24.7M
Q2 202261$38.2M
Q1 202258$55.0M
Q4 202149$52.0M
Q3 202148$70.1M
Q2 202148$63.0M
Q1 202143$75.4M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Landsea Homes Corp; share changes are against Q3 2022.

Institutions holding LSEA in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
First Washington CORP926,285$4.83M2.36%+66,233+7.7%Added
BlackRock Inc.555,734$2.90M0.00%+61,199+12.4%Added
Vanguard Group Inc541,448$2.82M0.00%+52,628+10.8%Added
Foundry Partners, LLC347,825$1.81M0.10%−251−0.1%Reduced
Zazove Associates LLC322,713$1.68M0.16%00.0%Unchanged
Russell Investments Group, Ltd.319,773$1.67M0.00%−9,798−3.0%Reduced
Nokomis Capital, L.L.C.308,407$1.61M0.68%00.0%Unchanged
JPMorgan Chase & Co215,236$1.12M0.00%+210,116+4,103.8%Added
Geode Capital Management, LLC208,659$1.09M0.00%+141+0.1%Added
Bridgeway Capital Management, LLC158,800$827.3K0.02%+19,500+14.0%Added
State Street Corp147,969$770.9K0.00%+12,101+8.9%Added
Boston Partners143,619$748.3K0.00%+40,419+39.2%Added
Bank of New York Mellon Corp122,826$639.9K0.00%+55,879+83.5%Added
Black Maple Capital Management LP117,582$612.6K0.98%+117,582New
Globeflex Capital L P105,380$549.0K0.07%00.0%Unchanged
Marshall Wace, LLP80,147$417.6K0.00%−25,278−24.0%Reduced
Northern Trust Corp78,319$408.0K0.00%−4,750−5.7%Reduced
Millennium Management LLC77,529$404.0K0.00%−25,802−25.0%Reduced
Two Sigma Advisers, LP73,646$383.7K0.00%−36,854−33.4%Reduced
Coombe, Bender & Co LLC69,410$362.0K0.33%−17,765−20.4%Reduced
Janney Montgomery Scott LLC63,446$331.0K0.00%+46,635+277.4%Added
Dorsey & Whitney Trust CO LLC60,067$312.9K0.03%00.0%Unchanged
Dimensional Fund Advisors LP56,718$296.0K0.00%+80.0%Added
Renaissance Technologies LLC55,700$290.0K0.00%+16,310+41.4%Added
Morgan Stanley55,317$288.2K0.00%+3,155+6.0%Added
Nuveen Asset Management, LLC52,688$275.0K0.00%00.0%Unchanged
Citadel Advisors LLC44,077$229.6K0.00%−4,981−10.2%Reduced
Two Sigma Investments, LP41,940$218.5K0.00%−34,665−45.3%Reduced
O'Shaughnessy Asset Management, LLC41,377$215.6K0.00%+308+0.7%Added
Anson Funds Management LP35,751$186.3K0.06%−26,000−42.1%Reduced
Man Group plc35,645$185.7K0.00%+24,111+209.0%Added
Ballentine Partners, LLC29,533$153.9K0.00%+29,533New
Charles Schwab Investment Management Inc29,290$152.6K0.00%+3,053+11.6%Added
Goldman Sachs Group Inc27,571$143.6K0.00%+7,087+34.6%Added
Beacon Pointe Advisors, LLC20,354$106.0K0.00%−24,508−54.6%Reduced
Barclays PLC19,456$101.4K0.00%+2,137+12.3%Added
Invesco Ltd.18,868$98.3K0.00%+18,868New
Ritholtz Wealth Management17,007$88.6K0.00%+1,904+12.6%Added
UBS Group AG14,632$76.2K0.00%+14,632New
Rhumbline Advisers14,615$76.0K0.00%−438−2.9%Reduced
Acadian Asset Management LLC14,354$74.0K0.00%+14,354New
Rockefeller Capital Management L.P.13,000$67.0K0.00%+13,000New
New York State Common Retirement Fund12,480$65.0K0.00%−30−0.2%Reduced
Connor, Clark & Lunn Investment Management Ltd.10,774$56.1K0.00%+10,774New
HSBC Holdings PLC10,651$55.4K0.00%+10,651New
Wells Fargo & Company7,700$40.1K0.00%+7,671+26,451.7%Added
Bank of America Corp7,529$39.2K0.00%+2,248+42.6%Added
Royal Bank of Canada4,489$24.0K0.00%+1,633+57.2%Added
American International Group, Inc.4,468$23.3K0.00%−16−0.4%Reduced
Deutsche Bank AG4,452$23.2K0.00%+62+1.4%Added
California State Teachers Retirement System3,771$19.6K0.00%+43+1.2%Added
Tower Research Capital LLC (TRC)1,772$9.00K0.00%−48−2.6%Reduced
STRS Ohio1,400$7.00K0.00%00.0%Unchanged
Amalgamated Bank1,334$7.00K0.00%00.0%Unchanged
Covestor Ltd1,054$5.00K0.00%+226+27.3%Added
Legal & General Group Plc878$4.57K0.00%00.0%Unchanged
FMR LLC742$3.87K0.00%−660−47.1%Reduced
Advisory Services Network, LLC680$3.54K0.00%+680New
Ameritas Investment Partners, Inc.471$2.98K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC475$2.48K0.00%00.0%Unchanged
Citigroup Inc129$6720.00%−117−47.6%Reduced
Corton Capital Inc.0$00.00%−16,062−100.0%Sold out
Delphia (USA) Inc.0$00.00%−15,840−100.0%Sold out
B. Riley Financial, Inc.0$00.00%−15,000−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−13,470−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−4,922−100.0%Sold out
Credit Suisse AG0$00.00%−53−100.0%Sold out
Lazard Asset Management LLC0$00.00%−201−100.0%Sold out