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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, Q3 2023

Institutional positions in Landsea Homes Corp as of Sep 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
97
+26 vs. Q2 2023
Shares held
12.9M
+4.24M (+49.1%) vs. Q2 2023
Total value
$116.5M
+$35.9M (+44.5%) vs. Q2 2023
New holders
30
40 more added
Sold out
4
21 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 97 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 heldQ3 2023: $116.5M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Landsea Homes Corp; share changes are against Q2 2023.

Institutions holding LSEA in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Nokomis Capital, L.L.C.1,203,015$10.8M4.25%+55,100+4.8%Added
B. Riley Financial, Inc.866,850$7.79M2.63%+722,008+498.5%Added
First Washington CORP842,873$7.58M3.06%−111,369−11.7%Reduced
Vanguard Group Inc731,043$6.57M0.00%+104,553+16.7%Added
BlackRock Inc.729,799$6.56M0.00%+43,079+6.3%Added
Foundry Partners, LLC484,355$4.35M0.27%+102,279+26.8%Added
Acadian Asset Management LLC463,913$4.17M0.02%+409,278+749.1%Added
Ameriprise Financial Inc453,208$4.07M0.00%+453,208New
Dimensional Fund Advisors LP427,189$3.84M0.00%+305,638+251.4%Added
JPMorgan Chase & Co416,718$3.75M0.00%−32,482−7.2%Reduced
Gratia Capital, LLC384,900$3.46M4.66%+384,900New
Bridgeway Capital Management, LLC316,857$2.85M0.07%+123,652+64.0%Added
Geode Capital Management, LLC271,614$2.44M0.00%+11,983+4.6%Added
Voss Capital, LLC265,094$2.38M0.30%−42,088−13.7%Reduced
Renaissance Technologies LLC256,600$2.31M0.00%+20,000+8.5%Added
Hood River Capital Management LLC241,301$2.17M0.07%−48,432−16.7%Reduced
State Street Corp225,205$2.02M0.00%+32,700+17.0%Added
Arrowstreet Capital, Limited Partnership214,531$1.93M0.00%+214,531New
Intrinsic Edge Capital Management LLC213,488$1.92M0.24%+213,488New
FJ Capital Management LLC193,386$1.74M0.20%+193,386New
Citadel Advisors LLC176,275$1.58M0.00%+145,417+471.2%Added
Mill Road Capital Management LLC173,974$1.56M0.82%+173,974New
Two Sigma Advisers, LP170,300$1.53M0.00%+118,487+228.7%Added
Two Sigma Investments, LP159,518$1.43M0.00%+104,535+190.1%Added
B. Riley Asset Management, LLC159,110$1.43M0.57%+48,386+43.7%Added
Russell Investments Group, Ltd.158,654$1.43M0.00%−88,851−35.9%Reduced
Walleye Capital LLC150,752$1.36M0.02%+75,534+100.4%Added
Connor, Clark & Lunn Investment Management Ltd.150,174$1.35M0.01%+112,474+298.3%Added
Jacobs Levy Equity Management, Inc143,868$1.29M0.01%+143,868New
Bank of New York Mellon Corp128,206$1.15M0.00%+5,721+4.7%Added
SEI Investments Co122,740$1.10M0.00%+18,759+18.0%Added
EAM Investors, LLC118,351$1.06M0.21%−66,731−36.1%Reduced
Empowered Funds, LLC109,328$982.9K0.03%+33,652+44.5%Added
Northern Trust Corp101,206$909.8K0.00%−2,879−2.8%Reduced
Globeflex Capital L P98,213$882.9K0.10%00.0%Unchanged
Boothbay Fund Management, LLC90,674$815.2K0.03%+35,312+63.8%Added
Man Group plc–$811.7K0.00%––
Coombe, Bender & Co LLC86,847$780.8K0.59%+578+0.7%Added
Janney Montgomery Scott LLC83,300$749.0K0.00%+19,050+29.6%Added
III Capital Management81,057$728.7K0.04%+81,057New
Nuveen Asset Management, LLC78,010$701.3K0.00%+19,470+33.3%Added
American Century Companies Inc74,256$667.6K0.00%+74,256New
Cubist Systematic Strategies, LLC69,751$627.1K0.01%+69,751New
O'Shaughnessy Asset Management, LLC68,463$615.5K0.01%+38,394+127.7%Added
Dorsey & Whitney Trust CO LLC62,567$562.5K0.05%−6,746−9.7%Reduced
Black Maple Capital Management LP59,540$535.3K0.48%−65,130−52.2%Reduced
Quadrature Capital Ltd56,193$505.2K0.01%+25,852+85.2%Added
Denali Advisors LLC50,700$455.8K0.16%+50,700New
Boston Partners47,035$422.8K0.00%−38,395−44.9%Reduced
Charles Schwab Investment Management Inc40,105$360.5K0.00%+2,830+7.6%Added
Algert Global LLC38,830$349.1K0.02%+38,830New
Goldman Sachs Group Inc35,035$315.0K0.00%+13,827+65.2%Added
Public Employees Retirement System of Ohio32,720$294.0K0.00%+32,720New
Beacon Pointe Advisors, LLC30,837$277.2K0.00%+10,483+51.5%Added
Marshall Wace, LLP30,351$272.9K0.00%−16,049−34.6%Reduced
First Trust Advisors LP30,023$269.9K0.00%+30,023New
Ballentine Partners, LLC29,533$265.5K0.01%00.0%Unchanged
Ritholtz Wealth Management28,644$257.5K0.01%+12,060+72.7%Added
Susquehanna International Group, LLP27,562$247.8K0.00%+27,562New
Jump Financial, LLC25,322$227.6K0.01%+25,322New
HRT Financial LP23,060$207.0K0.00%+23,060New
Bank of America Corp22,501$202.3K0.00%+4,186+22.9%Added
Morgan Stanley20,960$188.4K0.00%−27,917−57.1%Reduced
Barclays PLC19,260$173.1K0.00%−347−1.8%Reduced
Royal Bank of Canada18,180$163.0K0.00%+3,343+22.5%Added
Brandywine Global Investment Management, LLC18,120$162.9K0.00%+18,120New
Millennium Management LLC17,953$161.4K0.00%−56,440−75.9%Reduced
Prudential Financial Inc16,590$149.1K0.00%+16,590New
UBS Group AG16,129$145.0K0.00%+213+1.3%Added
Rhumbline Advisers14,781$132.9K0.00%−2,238−13.2%Reduced
Deutsche Bank AG14,498$130.3K0.00%+3,815+35.7%Added
Verition Fund Management LLC14,000$125.9K0.00%+14,000New
Wells Fargo & Company11,010$99.0K0.00%−1,789−14.0%Reduced
Occudo Quantitative Strategies LP10,834$97.4K0.01%−14,435−57.1%Reduced
HSBC Holdings PLC10,662$96.4K0.00%+11+0.1%Added
MetLife Investment Management7,933$71.3K0.00%+7,933New
American International Group, Inc.6,711$60.3K0.00%+238+3.7%Added
Simplex Trading, LLC6,376$57.0K0.00%+6,376New
Tower Research Capital LLC (TRC)3,682$33.1K0.00%+2,645+255.1%Added
FMR LLC3,195$28.7K0.00%+2,388+295.9%Added
California State Teachers Retirement System2,967$26.7K0.00%−1,506−33.7%Reduced
Byrne Asset Management LLC2,900$26.0K0.02%+2,900New
Dorsey Wright & Associates2,127$19.1K0.01%+2,127New
Amalgamated Bank1,422$13.0K0.00%+390+37.8%Added
Ameritas Investment Partners, Inc.1,316$11.8K0.00%+845+179.4%Added
Capital Advisors, Ltd. LLC1,262$11.0K0.00%−1−0.1%Reduced
Legal & General Group Plc1,174$10.6K0.00%00.0%Unchanged
Federated Hermes, Inc.827$7.43K0.00%+827New
Metropolitan Life Insurance Co823$7.40K0.00%+823New
Citigroup Inc417$3.75K0.00%−3,841−90.2%Reduced
New York State Common Retirement Fund280$2.52K0.00%00.0%Unchanged
Covestor Ltd193$2.00K0.00%−183−48.7%Reduced
Comerica Bank194$1.74K0.00%+194New
Point72 Asset Management, L.P.145$1.30K0.00%+145New
Point72 Middle East FZE136$1.22K0.00%+136New
Nisa Investment Advisors, LLC10$900.00%00.0%Unchanged
GWM Advisors LLC3$270.00%+3New
Balyasny Asset Management LLC0$00.00%−119,617−100.0%Sold out
Virtu Financial LLC0$00.00%−27,317−100.0%Sold out
Bank of Montreal0$00.00%−16,248−100.0%Sold out