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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, Q1 2024

Institutional positions in Landsea Homes Corp as of Mar 31, 2024. 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
102
+1 vs. Q4 2023
Shares held
17.0M
+4.05M (+31.3%) vs. Q4 2023
Total value
$246.6M
+$76.7M (+45.2%) vs. Q4 2023
New holders
17
41 more added
Sold out
16
31 more reduced

Compare with Q4 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 holdersQ1 2024: 102 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 heldQ1 2024: $246.6M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Landsea Homes Corp; share changes are against Q4 2023.

Institutions holding LSEA in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$430.00%+3New
GWM Advisors LLC3$440.00%−1,396−99.8%Reduced
Sofos Investments, Inc.20$2880.00%+20New
Nisa Investment Advisors, LLC30$4360.00%+20+200.0%Added
Tower Research Capital LLC (TRC)47$6830.00%−1,159−96.1%Reduced
Covestor Ltd78$1.00K0.00%−135−63.4%Reduced
GAMMA Investing LLC69$1.00K0.00%00.0%Unchanged
Comerica Bank194$2.82K0.00%00.0%Unchanged
FMR LLC327$4.75K0.00%−514−61.1%Reduced
Quarry LP363$5.27K0.00%−6,501−94.7%Reduced
Amalgamated Bank673$10.0K0.00%−639−48.7%Reduced
Metropolitan Life Insurance Co1,237$18.0K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC1,262$18.0K0.00%00.0%Unchanged
CWM, LLC1,419$21.0K0.00%+45+3.3%Added
Legal & General Group Plc1,663$24.2K0.00%00.0%Unchanged
California State Teachers Retirement System1,990$28.9K0.00%−1,337−40.2%Reduced
Ameritas Investment Partners, Inc.2,092$30.4K0.00%00.0%Unchanged
State of Wyoming3,152$45.8K0.01%−10,022−76.1%Reduced
EntryPoint Capital, LLC3,752$54.5K0.05%−7,003−65.1%Reduced
SG Americas Securities, LLC7,001$102.0K0.00%−4,265−37.9%Reduced
Victory Capital Management Inc7,730$112.3K0.00%+7,730New
Deutsche Bank AG7,789$113.2K0.00%−7,000−47.3%Reduced
Citadel Advisors LLC7,969$115.8K0.00%−67,134−89.4%Reduced
American International Group, Inc.9,756$141.8K0.00%−291−2.9%Reduced
LSV Asset Management10,300$150.0K0.00%00.0%Unchanged
XTX Topco Ltd10,366$150.6K0.02%+10,366New
Wells Fargo & Company10,428$151.5K0.00%+421+4.2%Added
HSBC Holdings PLC10,437$151.7K0.00%−2,203−17.4%Reduced
New York State Common Retirement Fund10,765$156.4K0.00%+47+0.4%Added
Algert Global LLC11,245$163.4K0.01%−8,815−43.9%Reduced
MetLife Investment Management11,409$165.8K0.00%00.0%Unchanged
HRT Financial LP12,191$177.0K0.00%+12,191New
Cornerstone Investment Partners, LLC13,035$189.4K0.01%+13,035New
Citigroup Inc13,704$199.1K0.00%+10,294+301.9%Added
Sherbrooke Park Advisers LLC16,514$239.9K0.05%+16,514New
Boston Partners17,780$258.3K0.00%+3,313+22.9%Added
Royal Bank of Canada18,473$268.0K0.00%−11,757−38.9%Reduced
Cambria Investment Management, L.P.19,365$281.4K0.02%+19,365New
Rhumbline Advisers19,893$289.0K0.00%+1,144+6.1%Added
Bailard, Inc.20,700$300.8K0.01%+20,700New
Black Maple Capital Management LP21,464$311.9K0.21%−4,076−16.0%Reduced
Ghisallo Capital Management LLC25,000$363.3K0.04%+25,000New
Jane Street Group, LLC25,335$368.1K0.00%+25,335New
Bank of America Corp27,637$401.6K0.00%−9,518−25.6%Reduced
Ballentine Partners, LLC29,533$429.1K0.01%00.0%Unchanged
Beacon Pointe Advisors, LLC30,837$448.1K0.00%00.0%Unchanged
First Trust Advisors LP31,059$451.3K0.00%+939+3.1%Added
Public Employees Retirement System of Ohio31,366$455.7K0.00%−1,354−4.1%Reduced
UBS Group AG37,830$549.7K0.00%+19,901+111.0%Added
State of Wisconsin Investment Board38,300$556.5K0.00%+38,300New
Ritholtz Wealth Management39,933$580.2K0.02%+175+0.4%Added
Denali Advisors LLC40,100$582.7K0.17%00.0%Unchanged
Man Group plc43,885$637.6K0.00%+1,303+3.1%Added
Brandywine Global Investment Management, LLC45,243$657.4K0.00%+27,123+149.7%Added
Charles Schwab Investment Management Inc51,128$742.9K0.00%−2,179−4.1%Reduced
Dorsey & Whitney Trust CO LLC52,038$756.1K0.05%00.0%Unchanged
Commonwealth Equity Services, LLC58,574$851.0K0.00%+58,574New
Boothbay Fund Management, LLC63,857$927.8K0.03%+36,022+129.4%Added
Goldman Sachs Group Inc67,435$979.8K0.00%−36,590−35.2%Reduced
EAM Investors, LLC68,102$989.5K0.16%+7,638+12.6%Added
Prudential Financial Inc68,930$1.00M0.00%+35,960+109.1%Added
Barclays PLC74,266$1.08M0.00%+28,187+61.2%Added
Janney Montgomery Scott LLC84,147$1.22M0.00%+41,791+98.7%Added
Globeflex Capital L P84,200$1.22M0.12%−14,013−14.3%Reduced
O'Shaughnessy Asset Management, LLC87,865$1.28M0.01%−110.0%Reduced
Bank of New York Mellon Corp90,256$1.31M0.00%+2,040+2.3%Added
Coombe, Bender & Co LLC91,279$1.33M0.81%−7,472−7.6%Reduced
Russell Investments Group, Ltd.96,458$1.40M0.00%+2,077+2.2%Added
Two Sigma Investments, LP96,468$1.40M0.00%−8,320−7.9%Reduced
Morgan Stanley128,380$1.87M0.00%+66,047+106.0%Added
Nuveen Asset Management, LLC129,729$1.88M0.00%+15,350+13.4%Added
Northern Trust Corp140,044$2.03M0.00%−5,203−3.6%Reduced
Two Sigma Advisers, LP142,300$2.07M0.00%−15,700−9.9%Reduced
III Capital Management145,493$2.11M0.12%+44,572+44.2%Added
Connor, Clark & Lunn Investment Management Ltd.148,873$2.16M0.01%−2,300−1.5%Reduced
SEI Investments Co152,501$2.22M0.00%+17,079+12.6%Added
Empowered Funds, LLC162,168$2.36M0.04%+42,088+35.0%Added
Allspring Global Investments Holdings, LLC175,000$2.54M0.00%+175,000New
Balyasny Asset Management LLC185,636$2.70M0.01%+185,636New
Voss Capital, LLC200,959$2.92M0.24%−64,041−24.2%Reduced
Jacobs Levy Equity Management, Inc211,789$3.08M0.01%+31,480+17.5%Added
American Century Companies Inc228,503$3.32M0.00%+62,256+37.4%Added
Wellington Management Group LLP275,000$4.00M0.00%+275,000New
JPMorgan Chase & Co297,992$4.33M0.00%−172,603−36.7%Reduced
State Street Corp302,017$4.39M0.00%+18,675+6.6%Added
Renaissance Technologies LLC303,900$4.42M0.01%+200,300+193.3%Added
Arrowstreet Capital, Limited Partnership359,431$5.22M0.00%+23,601+7.0%Added
Geode Capital Management, LLC371,806$5.40M0.00%+17,709+5.0%Added
Bridgeway Capital Management, LLC376,897$5.48M0.11%+49,288+15.0%Added
Invesco Ltd.384,785$5.59M0.00%+104,815+37.4%Added
AQR Capital Management LLC414,632$6.02M0.01%+43,037+11.6%Added
Mill Road Capital Management LLC458,224$6.66M2.89%+70,000+18.0%Added
Foundry Partners, LLC479,030$6.96M0.37%+2,190+0.5%Added
Hood River Capital Management LLC482,339$7.01M0.16%+217,767+82.3%Added
Ameriprise Financial Inc611,471$8.88M0.00%+143,793+30.7%Added
First Washington CORP655,486$9.52M3.64%00.0%Unchanged
Acadian Asset Management LLC701,711$10.2M0.04%+118,802+20.4%Added
Vanguard Group Inc774,128$11.2M0.00%+6,159+0.8%Added
Dimensional Fund Advisors LP1,026,769$14.9M0.00%+266,606+35.1%Added
Nokomis Capital, L.L.C.1,096,475$15.9M7.03%−55,705−4.8%Reduced