Landsea HomesLSEA
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 130 institutions reported holding Landsea Homes Corp. (LSEA) in their 13F filings, up 10 from Q3 2024. 29 opened new positions and 19 sold out. The largest holders were BlackRock, Inc. ($30.3M), Mill Road Capital Management LLC ($15.4M) and Nokomis Capital, L.L.C. ($14.0M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $22.0M |
| Exits | 19 | $7.6M |
All 13F filers, Q3 2024 → Q4 2024: 8,599,578 shares bought and 2,047,219 shares sold, net +6,552,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 130 holders
| BlackRock, Inc. | 0.00% | Add +67.0% | 3,569,950 | $30.3M |
| Mill Road Capital Management LLC | 7.43% | Add +99.2% | 1,818,281 | $15.4M |
| Nokomis Capital, L.L.C. | 6.44% | Add +51.5% | 1,643,572 | $14.0M |
| Vanguard Group Inc. | 0.00% | Add +60.0% | 1,354,962 | $11.5M |
| Voss Capital, LP | 0.83% | Add +72.6% | 1,320,153 | $11.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +13.5% | 1,271,249 | $10.8M |
| Wellington Management Group LLP | 0.00% | Add +52.4% | 1,058,800 | $9.0M |
| Wasatch Advisors LP | 0.04% | Reduce -1.3% | 884,691 | $7.5M |
| Heartland Advisors Inc. | 0.39% | New | 854,144 | $7.3M |
| Acadian Asset Management LLC | 0.02% | Reduce -10.7% | 652,302 | $5.5M |
| Ameriprise Financial Inc. | 0.00% | Add +0.6% | 617,522 | $5.2M |
| First Washington CORP | 1.73% | No change | 577,813 | $4.9M |
| BRC Group Holdings, Inc. | 3.56% | New | 500,090 | $4.2M |
| Foundry Partners, LLC | 0.19% | Add +16.7% | 441,455 | $3.7M |
| Geode Capital Management, LLC | 0.00% | Add +1.8% | 439,087 | $3.7M |
| Bridgeway Capital Management, LLC | 0.08% | Add +2.3% | 408,230 | $3.5M |
| State Street Corp. | 0.00% | Add +12.2% | 368,019 | $3.1M |
| III Capital Management | 0.93% | Add +139.2% | 363,444 | $3.1M |
| Peregrine Capital Management LLC | 0.09% | New | 340,388 | $2.9M |
| Gratia Capital, LLC | 3.19% | New | 320,000 | $2.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +170.2% | 317,796 | $2.7M |
| Sei Investments Co. | 0.00% | Add +78.5% | 291,409 | $2.5M |
| AQR Capital Management | 0.00% | Reduce -5.9% | 288,984 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +170.2% | 283,680 | $2.4M |
| Renaissance Technologies | 0.00% | Add +195.6% | 281,113 | $2.4M |
| Morgan Stanley | 0.00% | Add +110.1% | 271,153 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -33.7% | 261,342 | $2.2M |
| Barclays PLC | 0.00% | Add +12.9% | 236,339 | $2.0M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Add +0.5% | 235,986 | $2.0M |
| Hood River Capital Management LLC | 0.03% | Reduce -55.2% | 218,422 | $1.9M |
| Empowered Funds, LLC | 0.02% | Add +5.1% | 193,501 | $1.6M |
| Northern Trust Corp. | 0.00% | Add +1.5% | 146,404 | $1.2M |
| Verition Fund Management LLC | 0.01% | New | 139,845 | $1.2M |
| American Century Companies Inc. | 0.00% | Reduce -11.0% | 136,129 | $1.2M |
| UBS Group AG | 0.00% | Add +115.2% | 118,388 | $1.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -48.4% | 117,942 | $1.0M |
| Boston Partners | 0.00% | Add +109.3% | 102,835 | $873K |
| Janney Montgomery Scott LLC | 0.00% | Add +88.5% | 93,526 | $794K |
| LPL Financial LLC | 0.00% | New | 88,414 | $751K |
| Boothbay Fund Management, LLC | 0.02% | Add +14.5% | 80,072 | $680K |
| Invesco Ltd. | 0.00% | Reduce -78.3% | 74,730 | $634K |
| Nuveen Asset Management, LLC | 0.00% | Reduce -17.2% | 71,079 | $603K |
| Prescott Group Capital Management, L.L.C. | 0.08% | New | 70,708 | $600K |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.7% | 66,385 | $564K |
| Keeley-Teton Advisors, LLC | 0.06% | Add +95.0% | 62,915 | $534K |
| HRT Financial LP | 0.00% | New | 62,102 | $527K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 59,371 | $504K |
| HSBC Holdings PLC | 0.00% | Add +133.8% | 57,616 | $490K |
| CastleKnight Management LP | 0.06% | No change | 57,600 | $489K |
| Bank of America Corp. | 0.00% | Reduce -11.3% | 57,275 | $486K |
| First Trust Advisors LP | 0.00% | Reduce -10.1% | 56,111 | $476K |
| Sanctuary Advisors, LLC | 0.00% | Add +36.6% | 54,012 | $473K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 52,038 | $442K |
| State of Wisconsin Investment Board | 0.00% | Reduce -13.3% | 50,494 | $429K |
| Prudential Financial Inc. | 0.00% | Reduce -9.2% | 49,230 | $418K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 48,782 | $414K |
| Inspire Investing, LLC | 0.04% | Add +40.1% | 47,176 | $401K |
| Black Maple Capital Management LP | 0.30% | New | 46,464 | $394K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -73.1% | 40,123 | $341K |
| Susquehanna International Group, LLP | 0.00% | Add +125.8% | 40,089 | $340K |
| Jane Street Group, LLC | 0.00% | Reduce -33.0% | 38,445 | $326K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -20.5% | 35,039 | $297K |
| Two Sigma Advisers, LP | 0.00% | Reduce -63.0% | 32,900 | $279K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 30,837 | $262K |
| Ballentine Partners, LLC | 0.00% | Add +3.1% | 30,457 | $259K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 29,576 | $251K |
| Rhumbline Advisers | 0.00% | Reduce -1.2% | 27,705 | $235K |
| Corton Capital Inc. | 0.12% | New | 25,368 | $215K |
| Citadel Advisors | 0.00% | Reduce -83.0% | 25,175 | $214K |
| EntryPoint Capital, LLC | 0.09% | New | 24,484 | $208K |
| BNP Paribas Financial Markets | 0.00% | New | 24,172 | $205K |
| Cambria Investment Management, L.P. | 0.01% | Add +2.3% | 23,898 | $203K |
| Citigroup Inc. | 0.00% | Add +53.9% | 22,675 | $193K |
| Millennium Management | 0.00% | Reduce -45.4% | 21,127 | $179K |
| Royal Bank of Canada | 0.00% | Add +4.4% | 20,798 | $177K |
| Sherbrooke Park Advisers LLC | 0.05% | Reduce -54.0% | 19,948 | $169K |
| Phoenix Financial Ltd. | 0.00% | New | 19,780 | $168K |
| Ritholtz Wealth Management | 0.00% | Reduce -15.8% | 19,723 | $167K |
| Simplex Trading, LLC | 0.00% | New | 19,545 | $165K |
| Alliancebernstein L.P. | 0.00% | No change | 19,370 | $164K |
| Squarepoint Ops LLC | 0.00% | New | 18,669 | $159K |
| Engineers Gate Manager LP | 0.00% | New | 17,304 | $147K |
| Algert Global LLC | 0.00% | Reduce -11.5% | 16,309 | $138K |
| Deutsche Bank AG | 0.00% | Add +104.7% | 16,127 | $137K |
| PDT Partners, LLC | 0.01% | Reduce -35.5% | 14,766 | $125K |
| Centiva Capital, LP | 0.00% | Add +0.4% | 13,835 | $117K |
| SG Americas Securities, LLC | 0.00% | Add +30.5% | 13,175 | $112K |
| Creative Planning | 0.00% | New | 13,042 | $111K |
| MetLife Investment Management, LLC | 0.00% | No change | 12,646 | $107K |
| Wells Fargo & Company | 0.00% | Add +17.9% | 12,306 | $104K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.6% | 10,340 | $88K |
| LSV Asset Management | 0.00% | Reduce -89.2% | 10,300 | $87K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 8,949 | $76K |
| Victory Capital Management Inc. | 0.00% | No change | 7,975 | $68K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +100.1% | 7,439 | $63K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 4,788 | $41K |
| Summit Securities Group LLC | 0.01% | New | 4,425 | $38K |
| Signaturefd, LLC | 0.00% | Add +13.9% | 3,417 | $29K |
| IFP Advisors, Inc | 0.00% | New | 2,289 | $20K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,092 | $18K |
"% of holder's portfolio" is LSEA's weight in each manager's 13F, not the share of Landsea Homes Corp. the manager owns.