Landsea HomesLSEA

13F holders, Q4 2024 (December 31)
130holders +10
29new positions
19sold out
4famous investors
$8.49avg. 13F price*

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

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

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions29$22.0M
Exits19$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.

Show all 130 holders