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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 2025

Institutional positions in Landsea Homes Corp as of Mar 31, 2025. 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
115
−15 vs. Q4 2024
Shares held
24.3M
−180.5K (−0.7%) vs. Q4 2024
Total value
$156.1M
−$51.9M (−24.9%) vs. Q4 2024
New holders
12
52 more added
Sold out
27
36 more reduced

1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 115 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 2025: $156.1M
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 2025

Shares, value and share of portfolio for each institution holding Landsea Homes Corp; share changes are against Q4 2024.

Institutions holding LSEA in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
State Street Corp392,789$2.52M0.00%+24,770+6.7%Added
Peregrine Capital Management LLC421,320$2.70M0.09%+80,932+23.8%Added
Acadian Asset Management LLC433,880$2.78M0.01%−218,422−33.5%Reduced
B. Riley Financial, Inc.508,729$3.27M4.11%+8,639+1.7%Added
Gratia Capital, LLC570,000$3.66M4.17%+250,000+78.1%Added
Geode Capital Management, LLC584,258$3.75M0.00%+145,171+33.1%Added
Wellington Management Group LLP718,800$4.61M0.00%−340,000−32.1%Reduced
First Washington CORP752,732$4.83M1.70%+174,919+30.3%Added
Heartland Advisors Inc1,104,400$7.09M0.41%+250,256+29.3%Added
Voss Capital, LLC1,225,000$7.86M0.60%−95,153−7.2%Reduced
Dimensional Fund Advisors LP1,358,891$8.72M0.00%+87,642+6.9%Added
Vanguard Group Inc1,467,423$9.42M0.00%+112,461+8.3%Added
Nokomis Capital, L.L.C.1,743,738$11.2M4.83%+100,166+6.1%Added
Mill Road Capital Management LLC2,618,987$16.8M9.54%+800,706+44.0%Added
BlackRock, Inc.4,196,966$26.9M0.00%+627,016+17.6%Added
Wasatch Advisors Inc0$00.00%−884,691−100.0%Sold out
Hood River Capital Management LLC0$00.00%−218,422−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−117,942−100.0%Sold out
Prescott Group Capital Management, L.L.C.0$00.00%−70,708−100.0%Sold out
HRT Financial LP0$00.00%−62,102−100.0%Sold out
Prudential Financial Inc0$00.00%−49,230−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−40,123−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−32,900−100.0%Sold out
Beacon Pointe Advisors, LLC0$00.00%−30,837−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−24,484−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−19,948−100.0%Sold out
Ritholtz Wealth Management0$00.00%−19,723−100.0%Sold out
Algert Global LLC0$00.00%−16,309−100.0%Sold out
PDT Partners, LLC0$00.00%−14,766−100.0%Sold out
SG Americas Securities, LLC0$00.00%−13,175−100.0%Sold out
Creative Planning0$00.00%−13,042−100.0%Sold out
Clear Street Markets LLC0$00.00%−4,425−100.0%Sold out
Caption Management, LLC0$00.00%−1,231−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−1,181−100.0%Sold out
Synergy Financial Management, LLC0$00.00%−428−100.0%Sold out
Versant Capital Management, Inc0$00.00%−500−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−474−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−171−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−94−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−40−100.0%Sold out
Farther Finance Advisors, LLC0$00.00%−16−100.0%Sold out
Macquarie Group Ltd0$00.00%−3,154−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed