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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 2024

Institutional positions in Landsea Homes Corp as of Sep 30, 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
120
+17 vs. Q2 2024
Shares held
18.0M
+2.94M (+19.5%) vs. Q2 2024
Total value
$222.2M
+$83.6M (+60.3%) vs. Q2 2024
New holders
28
50 more added
Sold out
11
28 more reduced

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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 2024: 120 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 2024: $222.2M
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 2024

Shares, value and share of portfolio for each institution holding Landsea Homes Corp; share changes are against Q2 2024.

Institutions holding LSEA in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.2,137,847$26.4M0.00%+2,137,847New
Dimensional Fund Advisors LP1,119,729$13.8M0.00%+68,803+6.5%Added
Nokomis Capital, L.L.C.1,084,738$13.4M5.99%−109,968−9.2%Reduced
Mill Road Capital Management LLC912,857$11.3M5.36%+140,786+18.2%Added
Wasatch Advisors Inc896,071$11.1M0.05%−992,214−52.5%Reduced
Vanguard Group Inc846,778$10.5M0.00%+39,283+4.9%Added
Voss Capital, LLC765,000$9.45M0.78%+340,000+80.0%Added
Acadian Asset Management LLC730,357$9.02M0.03%+154,517+26.8%Added
Wellington Management Group LLP694,900$8.58M0.00%+119,500+20.8%Added
Ameriprise Financial Inc613,987$7.58M0.00%+10,412+1.7%Added
First Washington CORP577,813$7.14M2.83%−91,158−13.6%Reduced
Hood River Capital Management LLC487,605$6.02M0.10%+251,605+106.6%Added
Geode Capital Management, LLC431,314$5.33M0.00%+49,830+13.1%Added
Bridgeway Capital Management, LLC398,877$4.93M0.11%+9,380+2.4%Added
JPMorgan Chase & Co393,936$4.87M0.00%−17,534−4.3%Reduced
Foundry Partners, LLC378,160$4.67M0.23%−445−0.1%Reduced
Invesco Ltd.344,520$4.25M0.00%+230,031+200.9%Added
State Street Corp327,961$4.05M0.00%+4,433+1.4%Added
AQR Capital Management LLC307,168$3.79M0.01%−35,132−10.3%Reduced
Jacobs Levy Equity Management, Inc234,878$2.90M0.01%−37,295−13.7%Reduced
Arrowstreet Capital, Limited Partnership228,630$2.82M0.00%+15,172+7.1%Added
Brandywine Global Investment Management, LLC234,900$2.67M0.02%+185,102+371.7%Added
Barclays PLC209,290$2.58M0.00%+97,391+87.0%Added
Empowered Funds, LLC184,148$2.27M0.04%+9,380+5.4%Added
SEI Investments Co163,250$2.02M0.00%+78,328+92.2%Added
American Century Companies Inc152,897$1.89M0.00%−80,100−34.4%Reduced
III Capital Management151,968$1.88M0.15%−31,010−16.9%Reduced
Connor, Clark & Lunn Investment Management Ltd.149,032$1.84M0.01%+53,619+56.2%Added
Citadel Advisors LLC148,268$1.83M0.00%+50,374+51.5%Added
Northern Trust Corp144,264$1.78M0.00%+8,536+6.3%Added
Morgan Stanley129,069$1.59M0.00%+38,393+42.3%Added
Russell Investments Group, Ltd.117,621$1.45M0.00%+9,368+8.7%Added
Goldman Sachs Group Inc104,974$1.30M0.00%+9,768+10.3%Added
Renaissance Technologies LLC95,100$1.17M0.00%−169,400−64.0%Reduced
LSV Asset Management94,900$1.17M0.00%+84,600+821.4%Added
Two Sigma Advisers, LP89,000$1.10M0.00%−29,700−25.0%Reduced
Nuveen Asset Management, LLC85,869$1.06M0.00%−70,140−45.0%Reduced
Bank of New York Mellon Corp75,187$928.6K0.00%−12,428−14.2%Reduced
Walleye Capital LLC72,046$889.8K0.01%+72,046New
Boothbay Fund Management, LLC69,926$863.6K0.03%+5,769+9.0%Added
Bank of America Corp64,561$797.3K0.00%+16,584+34.6%Added
First Trust Advisors LP62,416$770.8K0.00%+32,937+111.7%Added
Two Sigma Investments, LP62,093$766.8K0.00%−2,162−3.4%Reduced
Commonwealth Equity Services, LLC58,574$723.0K0.00%00.0%Unchanged
State of Wisconsin Investment Board58,254$719.4K0.00%+4,054+7.5%Added
CastleKnight Management LP57,600$711.4K0.08%+57,600New
Jane Street Group, LLC57,393$708.8K0.00%+16,408+40.0%Added
UBS Group AG55,026$679.6K0.00%+49,483+892.7%Added
Prudential Financial Inc54,230$669.7K0.00%−8,500−13.6%Reduced
Dorsey & Whitney Trust CO LLC52,038$642.7K0.03%00.0%Unchanged
Man Group plc50,083$618.5K0.00%+37,513+298.4%Added
Janney Montgomery Scott LLC49,617$613.0K0.00%+1,788+3.7%Added
Marshall Wace, LLP49,141$606.9K0.00%+49,141New
Boston Partners49,121$606.6K0.00%−6,258−11.3%Reduced
Charles Schwab Investment Management Inc48,782$602.5K0.00%−2,346−4.6%Reduced
Sherbrooke Park Advisers LLC43,398$536.0K0.12%+17,623+68.4%Added
O'Shaughnessy Asset Management, LLC44,052$500.0K0.00%−21,929−33.2%Reduced
Millennium Management LLC38,696$477.9K0.00%+27,916+259.0%Added
Sanctuary Advisors, LLC39,548$432.3K0.00%+8,496+27.4%Added
CWM Advisors, LLC33,676$415.9K0.04%+33,676New
Keeley-Teton Advisors, LLC32,261$398.4K0.04%+32,261New
Beacon Pointe Advisors, LLC30,837$380.8K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio29,576$365.3K0.00%00.0%Unchanged
Ballentine Partners, LLC29,533$364.7K0.01%00.0%Unchanged
Quest Partners LLC29,029$358.5K0.03%+29,029New
Summit Global Investments28,301$350.0K0.02%+28,301New
Rhumbline Advisers28,034$346.2K0.00%+7,279+35.1%Added
HSBC Holdings PLC24,645$305.4K0.00%+6,943+39.2%Added
Ritholtz Wealth Management23,433$289.4K0.01%−8,221−26.0%Reduced
Cambria Investment Management, L.P.23,355$288.4K0.02%−5,641−19.5%Reduced
PDT Partners, LLC22,885$282.6K0.03%+22,885New
XTX Topco Ltd21,740$268.5K0.02%+21,740New
Qube Research & Technologies Ltd20,428$252.3K0.00%+15,247+294.3%Added
Royal Bank of Canada19,918$246.0K0.00%−4,009−16.8%Reduced
Alliancebernstein L.P.19,370$239.2K0.00%−100−0.5%Reduced
Algert Global LLC18,419$227.5K0.01%+5,376+41.2%Added
Susquehanna International Group, LLP17,755$219.3K0.00%+17,755New
Occudo Quantitative Strategies LP16,288$201.2K0.04%+16,288New
MYDA Advisors LLC15,000$185.3K0.05%+15,000New
Citigroup Inc14,734$182.0K0.00%−6,950−32.1%Reduced
Centiva Capital, LP13,784$170.2K0.01%+13,784New
Virtu Financial LLC13,521$167.0K0.01%+13,521New
MetLife Investment Management12,646$156.2K0.00%00.0%Unchanged
Panagora Asset Management Inc11,494$142.0K0.00%+11,494New
Wells Fargo & Company10,436$128.9K0.00%−714−6.4%Reduced
SG Americas Securities, LLC10,095$125.0K0.00%+10,095New
Mirae Asset Global ETFs Holdings Ltd.9,884$122.1K0.00%+122+1.2%Added
Corebridge Financial, Inc.9,624$118.9K0.00%−59−0.6%Reduced
Victory Capital Management Inc7,975$98.5K0.00%00.0%Unchanged
Deutsche Bank AG7,877$97.3K0.00%+88+1.1%Added
Byrne Asset Management LLC3,850$47.5K0.03%+350+10.0%Added
Tower Research Capital LLC (TRC)3,718$45.9K0.00%−801−17.7%Reduced
Quarry LP3,562$44.0K0.01%+3,562New
Signaturefd, LLC3,000$37.0K0.00%00.0%Unchanged
Gladius Capital Management LP2,601$32.1K0.02%+2,601New
Ameritas Investment Partners, Inc.2,092$25.8K0.00%00.0%Unchanged
nVerses Capital, LLC1,900$23.5K0.01%+800+72.7%Added
New York State Common Retirement Fund1,767$21.8K0.00%−9,000−83.6%Reduced
Legal & General Group Plc1,663$20.5K0.00%00.0%Unchanged
CWM, LLC1,434$18.0K0.00%+25+1.8%Added