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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
Empowered Funds, LLC193,501$1.64M0.02%+9,353+5.1%Added
Hood River Capital Management LLC218,422$1.85M0.03%−269,183−55.2%Reduced
Jacobs Levy Equity Management, Inc235,986$2.00M0.01%+1,108+0.5%Added
Barclays PLC236,339$2.01M0.00%+27,049+12.9%Added
JPMorgan Chase & Co261,342$2.22M0.00%−132,594−33.7%Reduced
Morgan Stanley271,153$2.30M0.00%+142,084+110.1%Added
Renaissance Technologies LLC281,113$2.39M0.00%+186,013+195.6%Added
Goldman Sachs Group Inc283,680$2.41M0.00%+178,706+170.2%Added
AQR Capital Management LLC288,984$2.45M0.00%−18,184−5.9%Reduced
SEI Investments Co291,409$2.47M0.00%+128,159+78.5%Added
Russell Investments Group, Ltd.317,796$2.70M0.00%+200,175+170.2%Added
Gratia Capital, LLC320,000$2.72M3.18%+320,000New
Peregrine Capital Management LLC340,388$2.89M0.09%+340,388New
III Capital Management363,444$3.09M0.52%+211,476+139.2%Added
State Street Corp368,019$3.12M0.00%+40,058+12.2%Added
Bridgeway Capital Management, LLC408,230$3.47M0.08%+9,353+2.3%Added
Geode Capital Management, LLC439,087$3.73M0.00%+7,773+1.8%Added
Foundry Partners, LLC441,455$3.75M0.19%+63,295+16.7%Added
B. Riley Financial, Inc.500,090$4.25M3.55%+500,090New
First Washington CORP577,813$4.91M1.73%00.0%Unchanged
Ameriprise Financial Inc617,522$5.24M0.00%+3,535+0.6%Added
Acadian Asset Management LLC652,302$5.54M0.02%−78,055−10.7%Reduced
Heartland Advisors Inc854,144$7.25M0.39%+854,144New
Wasatch Advisors Inc884,691$7.51M0.04%−11,380−1.3%Reduced
Wellington Management Group LLP1,058,800$8.99M0.00%+363,900+52.4%Added
Dimensional Fund Advisors LP1,271,249$10.8M0.00%+151,520+13.5%Added
Voss Capital, LLC1,320,153$11.2M0.83%+555,153+72.6%Added
Vanguard Group Inc1,354,962$11.5M0.00%+508,184+60.0%Added
Nokomis Capital, L.L.C.1,643,572$14.0M6.44%+558,834+51.5%Added
Mill Road Capital Management LLC1,818,281$15.4M7.41%+905,424+99.2%Added
BlackRock, Inc.3,569,950$30.3M0.00%+1,432,103+67.0%Added
Brandywine Global Investment Management, LLC0$00.00%−234,900−100.0%Sold out
Walleye Capital LLC0$00.00%−72,046−100.0%Sold out
Two Sigma Investments, LP0$00.00%−62,093−100.0%Sold out
Man Group plc0$00.00%−50,083−100.0%Sold out
Marshall Wace, LLP0$00.00%−49,141−100.0%Sold out
Quest Partners LLC0$00.00%−29,029−100.0%Sold out
Summit Global Investments0$00.00%−28,301−100.0%Sold out
XTX Topco Ltd0$00.00%−21,740−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−20,428−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−16,288−100.0%Sold out
MYDA Advisors LLC0$00.00%−15,000−100.0%Sold out
Virtu Financial LLC0$00.00%−13,521−100.0%Sold out
Panagora Asset Management Inc0$00.00%−11,494−100.0%Sold out
Gladius Capital Management LP0$00.00%−2,601−100.0%Sold out
nVerses Capital, LLC0$00.00%−1,900−100.0%Sold out
Highline Wealth Partners LLC0$00.00%−376−100.0%Sold out
Federated Hermes, Inc.0$00.00%−230−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−205−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−32−100.0%Sold out