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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 2024

Institutional positions in Landsea Homes Corp as of Dec 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
131
+11 vs. Q3 2024
Shares held
24.6M
+6.56M (+36.4%) vs. Q3 2024
Total value
$208.6M
−$13.5M (−6.1%) vs. Q3 2024
New holders
30
48 more added
Sold out
19
33 more reduced

Compare with Q3 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 holdersQ4 2024: 131 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 2024: $208.6M
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, Q4 2024

Shares, value and share of portfolio for each institution holding Landsea Homes Corp; share changes are against Q3 2024.

Institutions holding LSEA in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.3,569,950$30.3M0.00%+1,432,103+67.0%Added
Mill Road Capital Management LLC1,818,281$15.4M7.41%+905,424+99.2%Added
Nokomis Capital, L.L.C.1,643,572$14.0M6.44%+558,834+51.5%Added
Vanguard Group Inc1,354,962$11.5M0.00%+508,184+60.0%Added
Voss Capital, LLC1,320,153$11.2M0.83%+555,153+72.6%Added
Dimensional Fund Advisors LP1,271,249$10.8M0.00%+151,520+13.5%Added
Wellington Management Group LLP1,058,800$8.99M0.00%+363,900+52.4%Added
Wasatch Advisors Inc884,691$7.51M0.04%−11,380−1.3%Reduced
Heartland Advisors Inc854,144$7.25M0.39%+854,144New
Acadian Asset Management LLC652,302$5.54M0.02%−78,055−10.7%Reduced
Ameriprise Financial Inc617,522$5.24M0.00%+3,535+0.6%Added
First Washington CORP577,813$4.91M1.73%00.0%Unchanged
B. Riley Financial, Inc.500,090$4.25M3.55%+500,090New
Foundry Partners, LLC441,455$3.75M0.19%+63,295+16.7%Added
Geode Capital Management, LLC439,087$3.73M0.00%+7,773+1.8%Added
Bridgeway Capital Management, LLC408,230$3.47M0.08%+9,353+2.3%Added
State Street Corp368,019$3.12M0.00%+40,058+12.2%Added
III Capital Management363,444$3.09M0.52%+211,476+139.2%Added
Peregrine Capital Management LLC340,388$2.89M0.09%+340,388New
Gratia Capital, LLC320,000$2.72M3.18%+320,000New
Russell Investments Group, Ltd.317,796$2.70M0.00%+200,175+170.2%Added
SEI Investments Co291,409$2.47M0.00%+128,159+78.5%Added
AQR Capital Management LLC288,984$2.45M0.00%−18,184−5.9%Reduced
Goldman Sachs Group Inc283,680$2.41M0.00%+178,706+170.2%Added
Renaissance Technologies LLC281,113$2.39M0.00%+186,013+195.6%Added
Morgan Stanley271,153$2.30M0.00%+142,084+110.1%Added
JPMorgan Chase & Co261,342$2.22M0.00%−132,594−33.7%Reduced
Barclays PLC236,339$2.01M0.00%+27,049+12.9%Added
Jacobs Levy Equity Management, Inc235,986$2.00M0.01%+1,108+0.5%Added
Hood River Capital Management LLC218,422$1.85M0.03%−269,183−55.2%Reduced
Empowered Funds, LLC193,501$1.64M0.02%+9,353+5.1%Added
Northern Trust Corp146,404$1.24M0.00%+2,140+1.5%Added
Verition Fund Management LLC139,845$1.19M0.01%+139,845New
American Century Companies Inc136,129$1.16M0.00%−16,768−11.0%Reduced
UBS Group AG118,388$1.01M0.00%+63,362+115.1%Added
Arrowstreet Capital, Limited Partnership117,942$1.00M0.00%−110,688−48.4%Reduced
Boston Partners102,835$873.1K0.00%+53,714+109.4%Added
Janney Montgomery Scott LLC93,526$794.0K0.00%+43,909+88.5%Added
LPL Financial LLC88,414$750.6K0.00%+88,414New
Boothbay Fund Management, LLC80,072$679.8K0.02%+10,146+14.5%Added
Invesco Ltd.74,730$634.5K0.00%−269,790−78.3%Reduced
Nuveen Asset Management, LLC71,079$603.5K0.00%−14,790−17.2%Reduced
Prescott Group Capital Management, L.L.C.70,708$600.3K0.08%+70,708New
Bank of New York Mellon Corp66,385$563.6K0.00%−8,802−11.7%Reduced
Keeley-Teton Advisors, LLC62,915$534.1K0.06%+30,654+95.0%Added
HRT Financial LP62,102$527.0K0.00%+62,102New
Commonwealth Equity Services, LLC59,371$504.0K0.00%+797+1.4%Added
HSBC Holdings PLC57,616$490.3K0.00%+32,971+133.8%Added
CastleKnight Management LP57,600$489.0K0.05%00.0%Unchanged
Bank of America Corp57,275$486.3K0.00%−7,286−11.3%Reduced
First Trust Advisors LP56,111$476.4K0.00%−6,305−10.1%Reduced
Sanctuary Advisors, LLC54,012$472.6K0.00%+14,464+36.6%Added
Dorsey & Whitney Trust CO LLC52,038$441.8K0.02%00.0%Unchanged
State of Wisconsin Investment Board50,494$428.7K0.00%−7,760−13.3%Reduced
Prudential Financial Inc49,230$418.0K0.00%−5,000−9.2%Reduced
Charles Schwab Investment Management Inc48,782$414.2K0.00%00.0%Unchanged
CWM Advisors, LLC47,176$400.5K0.04%+13,500+40.1%Added
Black Maple Capital Management LP46,464$394.5K0.30%+46,464New
Connor, Clark & Lunn Investment Management Ltd.40,123$340.6K0.00%−108,909−73.1%Reduced
Susquehanna International Group, LLP40,089$340.4K0.00%+22,334+125.8%Added
Jane Street Group, LLC38,445$326.4K0.00%−18,948−33.0%Reduced
O'Shaughnessy Asset Management, LLC35,039$297.5K0.00%−9,013−20.5%Reduced
Two Sigma Advisers, LP32,900$279.3K0.00%−56,100−63.0%Reduced
Beacon Pointe Advisors, LLC30,837$261.8K0.00%00.0%Unchanged
Ballentine Partners, LLC30,457$258.6K0.00%+924+3.1%Added
Public Employees Retirement System of Ohio29,576$251.1K0.00%00.0%Unchanged
Rhumbline Advisers27,705$235.2K0.00%−329−1.2%Reduced
Corton Capital Inc.25,368$215.4K0.12%+25,368New
Citadel Advisors LLC25,175$213.7K0.00%−123,093−83.0%Reduced
EntryPoint Capital, LLC24,484$207.9K0.09%+24,484New
BNP Paribas Arbitrage, SA24,172$205.2K0.00%+24,172New
Cambria Investment Management, L.P.23,898$202.9K0.01%+543+2.3%Added
Citigroup Inc22,675$192.5K0.00%+7,941+53.9%Added
Millennium Management LLC21,127$179.4K0.00%−17,569−45.4%Reduced
Royal Bank of Canada20,798$177.0K0.00%+880+4.4%Added
Sherbrooke Park Advisers LLC19,948$169.4K0.05%−23,450−54.0%Reduced
Phoenix Holdings Ltd.19,780$167.9K0.00%+19,780New
Ritholtz Wealth Management19,723$167.4K0.00%−3,710−15.8%Reduced
Simplex Trading, LLC19,545$165.0K0.00%+19,545New
Alliancebernstein L.P.19,370$164.5K0.00%00.0%Unchanged
Squarepoint Ops LLC18,669$158.5K0.00%+18,669New
Engineers Gate Manager LP17,304$146.9K0.00%+17,304New
Algert Global LLC16,309$138.5K0.00%−2,110−11.5%Reduced
Deutsche Bank AG16,127$136.9K0.00%+8,250+104.7%Added
PDT Partners, LLC14,766$125.4K0.01%−8,119−35.5%Reduced
Centiva Capital, LP13,835$117.5K0.00%+51+0.4%Added
SG Americas Securities, LLC13,175$112.0K0.00%+3,080+30.5%Added
Creative Planning13,042$110.7K0.00%+13,042New
MetLife Investment Management12,646$107.4K0.00%00.0%Unchanged
Wells Fargo & Company12,306$104.5K0.00%+1,870+17.9%Added
Mirae Asset Global ETFs Holdings Ltd.10,340$87.8K0.00%+456+4.6%Added
LSV Asset Management10,300$87.0K0.00%−84,600−89.1%Reduced
Corebridge Financial, Inc.8,949$76.0K0.00%−675−7.0%Reduced
Victory Capital Management Inc7,975$67.7K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)7,439$63.2K0.00%+3,721+100.1%Added
Police & Firemen's Retirement System of New Jersey4,788$40.6K0.00%+4,788New
Clear Street Markets LLC4,425$37.6K0.01%+4,425New
Signaturefd, LLC3,417$29.0K0.00%+417+13.9%Added
Byrne Asset Management LLC–$27.2K0.02%––
IFP Advisors, Inc2,289$19.6K0.00%+2,289New