Landsea HomesLSEA

13F holders, Q2 2024 (June 30)
105holders +3
17new positions
17sold out
5famous investors
$9.19avg. 13F price*

At the end of Q2 2024, 105 institutions reported holding Landsea Homes Corp. (LSEA) in their 13F filings, up 3 from Q1 2024. 17 opened new positions and 17 sold out. The largest holders were BlackRock Inc. ($18.4M), Wasatch Advisors LP ($17.4M) and Nokomis Capital, L.L.C. ($11.0M). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Landsea Homes Corp.
CUSIP
51509P103
Latest filing quarter
Q2 2025

History

Number of 13F holders

050100150 Q1 2024: 102Q1 2024Q2 2024: 105Q2 2024Q3 2024: 120Q3 2024Q4 2024: 130Q4 2024Q1 2025: 115Q1 2025Q2 2025: 1Q2 2025

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions17$2.1M
Exits17$7.1M

All 13F filers, Q1 2024 → Q2 2024: 2,213,582 shares bought and 2,058,780 shares sold, net +154,802 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 105 holders

BlackRock Inc. 0.00% Reduce -1.6% 2,003,192 $18.4M
Wasatch Advisors LP 0.09% Add +23.9% 1,888,285 $17.4M
Nokomis Capital, L.L.C. 5.24% Add +9.0% 1,194,706 $11.0M
Dimensional Fund Advisors LP 0.00% Add +2.4% 1,050,926 $9.7M
Vanguard Group Inc. 0.00% Add +4.3% 807,495 $7.4M
Mill Road Capital Management LLC 3.79% Add +68.5% 772,071 $7.1M
First Washington CORP 2.28% Add +2.1% 668,971 $6.1M
Ameriprise Financial Inc. 0.00% Reduce -1.3% 603,575 $5.5M
Acadian Asset Management LLC 0.02% Reduce -17.9% 575,840 $5.3M
Wellington Management Group LLP 0.00% Add +109.2% 575,400 $5.3M
Voss Capital, LP 0.39% Add +111.5% 425,000 $3.9M
JPMorgan Chase & Co. 0.00% Add +38.1% 411,470 $3.8M
Bridgeway Capital Management, LLC 0.08% Add +3.3% 389,497 $3.6M
Geode Capital Management, LLC 0.00% Add +2.6% 381,484 $3.5M
Foundry Partners, LLC 0.19% Reduce -21.0% 378,605 $3.5M
AQR Capital Management 0.00% Reduce -17.4% 342,300 $3.1M
State Street Corp. 0.00% Add +7.1% 323,528 $3.0M
Jacobs Levy Equity Management, Inc. 0.01% Add +28.5% 272,173 $2.5M
Renaissance Technologies 0.00% Reduce -13.0% 264,500 $2.4M
Hood River Capital Management LLC 0.04% Reduce -51.1% 236,000 $2.2M
American Century Companies Inc. 0.00% Add +2.0% 232,997 $2.1M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -40.6% 213,458 $2.0M
III Capital Management 0.79% Add +25.8% 182,978 $1.7M
Empowered Funds, LLC 0.03% Add +7.8% 174,768 $1.6M
Nuveen Asset Management, LLC 0.00% Add +20.3% 156,009 $1.4M
Northern Trust Corp. 0.00% Reduce -3.1% 135,728 $1.2M
Two Sigma Advisers, LP 0.00% Reduce -16.6% 118,700 $1.1M
Invesco Ltd. 0.00% Reduce -70.3% 114,489 $1.1M
Barclays PLC 0.00% Add +50.7% 111,899 $1.0M
Russell Investments Group, Ltd. 0.00% Add +12.2% 108,253 $995K
Citadel Advisors 0.00% Add +1128.4% 97,894 $900K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -35.9% 95,413 $877K
Goldman Sachs Group Inc. 0.00% Add +41.2% 95,206 $875K
Coombe, Bender & Co LLC 0.50% Add +0.6% 91,803 $844K
Morgan Stanley 0.00% Reduce -29.4% 90,676 $833K
Bank of New York Mellon Corp 0.00% Reduce -2.9% 87,615 $805K
Sei Investments Co. 0.00% Reduce -44.3% 84,922 $780K
Aristeia Capital, L.L.C. 0.04% New 72,948 $670K
O'shaughnessy Asset Management, LLC 0.01% Reduce -24.9% 65,981 $606K
Two Sigma Investments, LP 0.00% Reduce -33.4% 64,255 $591K
Boothbay Fund Management, LLC 0.02% Add +0.5% 64,157 $590K
Prudential Financial Inc. 0.00% Reduce -9.0% 62,730 $576K
Commonwealth Equity Services, LLC 0.00% No change 58,574 $538K
Boston Partners 0.00% Add +211.5% 55,379 $509K
State of Wisconsin Investment Board 0.00% Add +41.5% 54,200 $498K
Cubist Systematic Strategies, LLC 0.01% New 53,753 $494K
Dorsey & Whitney Trust CO LLC 0.03% No change 52,038 $478K
Charles Schwab Investment Management Inc. 0.00% No change 51,128 $470K
Brandywine Global Investment Management, LLC 0.00% Add +10.1% 49,798 $458K
Bank of America Corp. 0.00% Add +73.6% 47,977 $441K
Janney Montgomery Scott LLC 0.00% Reduce -43.2% 47,829 $440K
Jane Street Group, LLC 0.00% Add +61.8% 40,985 $377K
Sanctuary Advisors, LLC 0.00% — 31,052 $350K
Ritholtz Wealth Management 0.01% Reduce -20.7% 31,654 $291K
Beacon Pointe Advisors, LLC 0.00% No change 30,837 $283K
Public Employees Retirement System of Ohio 0.00% Reduce -5.7% 29,576 $272K
Ballentine Partners, LLC 0.01% No change 29,533 $271K
First Trust Advisors LP 0.00% Reduce -5.1% 29,479 $271K
Cambria Investment Management, L.P. 0.02% Add +49.7% 28,996 $266K
Jump Financial, LLC 0.01% New 26,696 $245K
Sherbrooke Park Advisers LLC 0.04% Add +56.1% 25,775 $237K
Royal Bank of Canada 0.00% Add +29.5% 23,927 $220K
Balyasny Asset Management L.P. 0.00% Reduce -87.7% 22,915 $211K
Citigroup Inc. 0.00% Add +58.2% 21,684 $199K
Rhumbline Advisers 0.00% Add +4.3% 20,755 $191K
Alliancebernstein L.P. 0.00% New 19,470 $179K
HSBC Holdings PLC 0.00% Add +69.6% 17,702 $159K
Algert Global LLC 0.00% Add +16.0% 13,043 $120K
MetLife Investment Management, LLC 0.00% Add +10.8% 12,646 $116K
Prelude Capital Management, LLC 0.01% New 12,600 $116K
Man Group plc 0.00% Reduce -71.4% 12,570 $116K
Wells Fargo & Company 0.00% Add +6.9% 11,150 $102K
Millennium Management 0.00% New 10,780 $99K
New York State Common Retirement Fund 0.00% Add +0.0% 10,767 $99K
LSV Asset Management 0.00% No change 10,300 $95K
Simplex Trading, LLC 0.00% New 10,268 $94K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 9,762 $90K
Corebridge Financial, Inc. 0.00% — 9,683 $89K
Victory Capital Management Inc. 0.00% Add +3.2% 7,975 $73K
Deutsche Bank AG 0.00% No change 7,789 $72K
Quantbot Technologies LP 0.00% New 6,663 $61K
UBS Group AG 0.00% Reduce -85.3% 5,543 $51K
Qube Research & Technologies Ltd 0.00% New 5,181 $48K
Tower Research Capital LLC (TRC) 0.00% Add +9514.9% 4,519 $42K
Byrne Asset Management LLC 0.03% New 3,500 $32K
Point72 Asset Management 0.00% New 3,374 $31K
Signaturefd, LLC 0.00% New 3,000 $28K
Ameritas Investment Partners, Inc. 0.00% No change 2,092 $19K
Point72 (DIFC) Ltd 0.00% New 1,959 $18K
Legal & General Group Plc 0.00% No change 1,663 $15K
EntryPoint Capital, LLC 0.01% Reduce -61.8% 1,433 $13K
Cwm, LLC 0.00% Reduce -0.7% 1,409 $13K
Capital Advisors, Ltd. LLC 0.00% No change 1,262 $12K
California State Teachers Retirement System 0.00% Reduce -34.5% 1,304 $12K
nVerses Capital, LLC 0.01% New 1,100 $10K
Amalgamated Bank 0.00% No change 673 $6K
FMR LLC 0.00% Add +40.7% 460 $4K
Osaic Holdings, Inc. 0.00% New 250 $2K
Comerica Bank 0.00% No change 194 $2K
Covestor Ltd 0.00% Reduce -9.0% 71 $1K
Macquarie Group Ltd. 0.00% New 84 $772
GAMMA Investing LLC 0.00% No change 69 $634
Rothschild Investment LLC 0.00% New 30 $276
Nisa Investment Advisors, LLC 0.00% No change 30 $276
NewEdge Advisors, LLC 0.00% No change 3 $28

"% of holder's portfolio" is LSEA's weight in each manager's 13F, not the share of Landsea Homes Corp. the manager owns.