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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, Q2 2023

Institutional positions in Landsea Homes Corp as of Jun 30, 2023. 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
73
+15 vs. Q1 2023
Shares held
8.71M
+3.17M (+57.2%) vs. Q1 2023
Total value
$81.3M
+$47.5M (+140.4%) vs. Q1 2023
New holders
18
33 more added
Sold out
3
15 more reduced

Compare with Q1 2023: 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 holdersQ2 2023: 73 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 heldQ2 2023: $81.3M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Landsea Homes Corp; share changes are against Q1 2023.

Institutions holding LSEA in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Nokomis Capital, L.L.C.1,147,915$10.7M3.92%+795,377+225.6%Added
First Washington CORP954,242$8.91M3.91%+27,957+3.0%Added
BlackRock Inc.686,720$6.41M0.00%+145,994+27.0%Added
Vanguard Group Inc626,490$5.85M0.00%+14,055+2.3%Added
JPMorgan Chase & Co449,200$4.20M0.00%+242,126+116.9%Added
Foundry Partners, LLC382,076$3.57M0.22%+56,577+17.4%Added
Voss Capital, LLC307,182$2.87M0.35%+307,182New
Hood River Capital Management LLC289,733$2.71M0.08%+289,733New
Geode Capital Management, LLC259,631$2.42M0.00%+49,617+23.6%Added
Russell Investments Group, Ltd.247,505$2.31M0.00%−64,827−20.8%Reduced
Renaissance Technologies LLC236,600$2.21M0.00%+176,900+296.3%Added
Bridgeway Capital Management, LLC193,205$1.80M0.04%+2,604+1.4%Added
State Street Corp192,505$1.80M0.00%+43,636+29.3%Added
EAM Investors, LLC185,082$1.73M0.32%+185,082New
B. Riley Financial, Inc.144,842$1.35M0.35%+144,842New
Black Maple Capital Management LP124,670$1.16M1.36%−14,376−10.3%Reduced
Bank of New York Mellon Corp122,485$1.14M0.00%+11,090+10.0%Added
Dimensional Fund Advisors LP121,551$1.14M0.00%+53,253+78.0%Added
Balyasny Asset Management LLC119,617$1.12M0.00%+119,617New
B. Riley Asset Management, LLC110,724$1.03M0.38%+110,724New
Northern Trust Corp104,085$972.2K0.00%+27,616+36.1%Added
SEI Investments Co103,981$971.2K0.00%+103,981New
Globeflex Capital L P98,213$917.3K0.10%−7,167−6.8%Reduced
Coombe, Bender & Co LLC86,269$805.8K0.59%−6,136−6.6%Reduced
Boston Partners85,430$797.9K0.00%−36,628−30.0%Reduced
Empowered Funds, LLC75,676$706.8K0.02%+75,676New
EA Series Trust75,676$706.8K0.02%+75,676New
Walleye Capital LLC75,218$702.5K0.01%+75,218New
Millennium Management LLC74,393$694.8K0.00%+4,934+7.1%Added
Dorsey & Whitney Trust CO LLC69,313$647.4K0.05%+9,246+15.4%Added
Janney Montgomery Scott LLC64,250$600.0K0.00%+49,636+339.6%Added
Nuveen Asset Management, LLC58,540$546.8K0.00%+7,271+14.2%Added
Boothbay Fund Management, LLC55,362$517.1K0.02%+55,362New
Two Sigma Investments, LP54,983$513.5K0.00%+20,790+60.8%Added
Acadian Asset Management LLC54,635$509.0K0.00%+40,281+280.6%Added
Two Sigma Advisers, LP51,813$483.9K0.00%+7,613+17.2%Added
Morgan Stanley48,877$456.5K0.00%+28,697+142.2%Added
Marshall Wace, LLP46,400$433.4K0.00%+46,400New
Man Group plc44,929$419.6K0.00%––
Connor, Clark & Lunn Investment Management Ltd.37,700$352.1K0.00%+21,264+129.4%Added
Charles Schwab Investment Management Inc37,275$348.1K0.00%+9,543+34.4%Added
Citadel Advisors LLC30,858$288.2K0.00%+15,159+96.6%Added
Quadrature Capital Ltd30,341$283.1K0.01%+30,341New
O'Shaughnessy Asset Management, LLC30,069$280.8K0.00%−6,240−17.2%Reduced
Ballentine Partners, LLC29,533$275.8K0.01%00.0%Unchanged
Virtu Financial LLC27,317$255.0K0.02%+27,317New
Occudo Quantitative Strategies LP25,269$236.0K0.02%+25,269New
Goldman Sachs Group Inc21,208$198.1K0.00%−7,264−25.5%Reduced
Beacon Pointe Advisors, LLC20,354$190.1K0.00%00.0%Unchanged
Barclays PLC19,607$183.1K0.00%−2,065−9.5%Reduced
Bank of America Corp18,315$171.1K0.00%−90.0%Reduced
Rhumbline Advisers17,019$159.0K0.00%+2,477+17.0%Added
Ritholtz Wealth Management16,584$154.9K0.01%−2,027−10.9%Reduced
Bank of Montreal16,248$153.9K0.00%+16,248New
UBS Group AG15,916$148.7K0.00%+4,672+41.6%Added
Royal Bank of Canada14,837$139.0K0.00%+11,259+314.7%Added
Jane Street Group, LLC13,378$125.0K0.00%+13,378New
Wells Fargo & Company12,799$119.5K0.00%+3,414+36.4%Added
Deutsche Bank AG10,683$99.8K0.00%+4,842+82.9%Added
HSBC Holdings PLC10,651$98.2K0.00%00.0%Unchanged
American International Group, Inc.6,473$60.5K0.00%+1,915+42.0%Added
California State Teachers Retirement System4,473$41.8K0.00%+961+27.4%Added
Citigroup Inc4,258$39.8K0.00%+4,237+20,176.2%Added
Capital Advisors, Ltd. LLC1,263$12.0K0.00%−1,850−59.4%Reduced
Legal & General Group Plc1,174$10.9K0.00%+296+33.7%Added
Amalgamated Bank1,032$10.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,037$9.69K0.00%−1,188−53.4%Reduced
FMR LLC807$7.54K0.00%−249−23.6%Reduced
BDO Wealth Advisors, LLC475$4.44K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.471$4.40K0.00%00.0%Unchanged
Covestor Ltd376$4.00K0.00%−569−60.2%Reduced
New York State Common Retirement Fund280$2.62K0.00%−12,200−97.8%Reduced
Nisa Investment Advisors, LLC10$930.00%+10New
Zazove Associates LLC0$00.00%−305,533−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−3,778−100.0%Sold out
Advisory Services Network, LLC0$00.00%−680−100.0%Sold out