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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 2023

Institutional positions in Landsea Homes Corp as of Dec 31, 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
101
+4 vs. Q3 2023
Shares held
12.9M
+48.9K (+0.4%) vs. Q3 2023
Total value
$169.8M
+$53.3M (+45.7%) vs. Q3 2023
New holders
18
45 more added
Sold out
14
28 more reduced

Compare with Q3 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 holdersQ4 2023: 101 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 2023: $169.8M
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 2023

Shares, value and share of portfolio for each institution holding Landsea Homes Corp; share changes are against Q3 2023.

Institutions holding LSEA in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,154,374$15.2M0.00%+424,575+58.2%Added
Nokomis Capital, L.L.C.1,152,180$15.1M5.83%−50,835−4.2%Reduced
Vanguard Group Inc767,969$10.1M0.00%+36,926+5.1%Added
Dimensional Fund Advisors LP760,163$9.99M0.00%+332,974+77.9%Added
First Washington CORP655,486$8.61M3.31%−187,387−22.2%Reduced
Acadian Asset Management LLC582,909$7.66M0.03%+118,996+25.7%Added
Foundry Partners, LLC476,840$6.27M0.38%−7,515−1.6%Reduced
JPMorgan Chase & Co470,595$6.18M0.00%+53,877+12.9%Added
Ameriprise Financial Inc467,678$6.15M0.00%+14,470+3.2%Added
Mill Road Capital Management LLC388,224$5.10M2.33%+214,250+123.2%Added
AQR Capital Management LLC371,595$4.88M0.01%+371,595New
Geode Capital Management, LLC354,097$4.65M0.00%+82,483+30.4%Added
Arrowstreet Capital, Limited Partnership335,830$4.41M0.00%+121,299+56.5%Added
Bridgeway Capital Management, LLC327,609$4.30M0.09%+10,752+3.4%Added
State Street Corp283,342$3.72M0.00%+58,137+25.8%Added
Invesco Ltd.279,970$3.68M0.00%+279,970New
Voss Capital, LLC265,000$3.48M0.34%−940.0%Reduced
Hood River Capital Management LLC264,572$3.48M0.10%+23,271+9.6%Added
Intrinsic Edge Capital Management LLC203,989$2.68M0.29%−9,499−4.4%Reduced
Jacobs Levy Equity Management, Inc180,309$2.37M0.01%+36,441+25.3%Added
American Century Companies Inc166,247$2.18M0.00%+91,991+123.9%Added
Two Sigma Advisers, LP158,000$2.08M0.00%−12,300−7.2%Reduced
Connor, Clark & Lunn Investment Management Ltd.151,173$1.99M0.01%+999+0.7%Added
Northern Trust Corp145,247$1.91M0.00%+44,041+43.5%Added
SEI Investments Co135,422$1.78M0.00%+12,682+10.3%Added
Empowered Funds, LLC120,080$1.58M0.04%+10,752+9.8%Added
Nuveen Asset Management, LLC114,379$1.50M0.00%+36,369+46.6%Added
Two Sigma Investments, LP104,788$1.38M0.00%−54,730−34.3%Reduced
Goldman Sachs Group Inc104,025$1.37M0.00%+68,990+196.9%Added
Renaissance Technologies LLC103,600$1.36M0.00%−153,000−59.6%Reduced
III Capital Management100,921$1.33M0.08%+19,864+24.5%Added
Coombe, Bender & Co LLC98,751$1.30M0.81%+11,904+13.7%Added
Globeflex Capital L P98,213$1.29M0.13%00.0%Unchanged
Russell Investments Group, Ltd.94,381$1.24M0.00%−64,273−40.5%Reduced
Bank of New York Mellon Corp88,216$1.16M0.00%−39,990−31.2%Reduced
O'Shaughnessy Asset Management, LLC87,876$1.15M0.02%+19,413+28.4%Added
Walleye Capital LLC82,266$1.08M0.02%−68,486−45.4%Reduced
Citadel Advisors LLC75,103$986.9K0.00%−101,172−57.4%Reduced
CI Private Wealth, LLC69,727$916.2K0.00%+69,727New
Morgan Stanley62,333$819.1K0.00%+41,373+197.4%Added
EAM Investors, LLC60,464$794.5K0.14%−57,887−48.9%Reduced
Charles Schwab Investment Management Inc53,307$700.5K0.00%+13,202+32.9%Added
Dorsey & Whitney Trust CO LLC52,038$683.8K0.05%−10,529−16.8%Reduced
Barclays PLC46,079$605.5K0.00%+26,819+139.2%Added
Man Group plc42,582$559.5K0.00%––
Janney Montgomery Scott LLC42,356$557.0K0.00%−40,944−49.2%Reduced
Denali Advisors LLC40,100$526.9K0.16%−10,600−20.9%Reduced
Ritholtz Wealth Management39,758$522.4K0.02%+11,114+38.8%Added
Bank of America Corp37,155$488.2K0.00%+14,654+65.1%Added
Prudential Financial Inc32,970$433.2K0.00%+16,380+98.7%Added
Public Employees Retirement System of Ohio32,720$429.9K0.00%00.0%Unchanged
Beacon Pointe Advisors, LLC30,837$405.2K0.00%00.0%Unchanged
Royal Bank of Canada30,230$397.0K0.00%+12,050+66.3%Added
First Trust Advisors LP30,120$395.8K0.00%+97+0.3%Added
Ballentine Partners, LLC29,533$388.1K0.01%00.0%Unchanged
Summit Global Investments28,632$376.0K0.02%+28,632New
Boothbay Fund Management, LLC27,835$365.8K0.01%−62,839−69.3%Reduced
Black Maple Capital Management LP25,540$335.6K0.31%−34,000−57.1%Reduced
Winton Group Ltd22,973$301.9K0.02%+22,973New
Algert Global LLC20,060$263.6K0.01%−18,770−48.3%Reduced
Rhumbline Advisers18,749$246.4K0.00%+3,968+26.8%Added
Brandywine Global Investment Management, LLC18,120$238.1K0.00%00.0%Unchanged
UBS Group AG17,929$235.6K0.00%+1,800+11.2%Added
Lazard Asset Management LLC17,400$228.0K0.00%+17,400New
Quadrature Capital Ltd15,749$207.1K0.00%−40,444−72.0%Reduced
Deutsche Bank AG14,789$194.3K0.00%+291+2.0%Added
Boston Partners14,467$190.1K0.00%−32,568−69.2%Reduced
ExodusPoint Capital Management, LP13,657$179.0K0.00%+13,657New
State of Wyoming13,174$173.1K0.03%+13,174New
HSBC Holdings PLC12,640$167.7K0.00%+1,978+18.6%Added
MetLife Investment Management11,409$149.9K0.00%+3,476+43.8%Added
SG Americas Securities, LLC11,266$148.0K0.00%+11,266New
Janus Henderson Group PLC10,993$144.4K0.00%+10,993New
EntryPoint Capital, LLC10,755$141.3K0.14%+10,755New
New York State Common Retirement Fund10,718$140.8K0.00%+10,438+3,727.9%Added
LSV Asset Management10,300$135.0K0.00%+10,300New
Jump Financial, LLC10,199$134.0K0.00%−15,123−59.7%Reduced
American International Group, Inc.10,047$132.0K0.00%+3,336+49.7%Added
Wells Fargo & Company10,007$131.5K0.00%−1,003−9.1%Reduced
Quarry LP6,864$90.2K0.05%+6,864New
AJOVista, LLC4,843$63.6K0.08%+4,843New
Quantbot Technologies LP4,638$60.9K0.00%+4,638New
Advisory Services Network, LLC3,680$48.4K0.00%+3,680New
Citigroup Inc3,410$44.8K0.00%+2,993+717.7%Added
California State Teachers Retirement System3,327$43.7K0.00%+360+12.1%Added
Byrne Asset Management LLC–$39.2K0.03%––
Ameritas Investment Partners, Inc.2,092$27.5K0.00%+776+59.0%Added
Legal & General Group Plc1,663$21.9K0.00%+489+41.7%Added
GWM Advisors LLC1,399$18.4K0.00%+1,396+46,533.3%Added
CWM, LLC1,374$18.0K0.00%+1,374New
Amalgamated Bank1,312$17.0K0.00%−110−7.7%Reduced
Capital Advisors, Ltd. LLC1,262$17.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co1,237$16.3K0.00%+414+50.3%Added
Tower Research Capital LLC (TRC)1,206$15.8K0.00%−2,476−67.2%Reduced
FMR LLC841$11.1K0.00%−2,354−73.7%Reduced
Simplex Trading, LLC633$8.00K0.00%−5,743−90.1%Reduced
Covestor Ltd213$3.00K0.00%+20+10.4%Added
Comerica Bank194$2.55K0.00%00.0%Unchanged
Federated Hermes, Inc.128$1.68K0.00%−699−84.5%Reduced
GAMMA Investing LLC69$8690.00%+69New