Landsea HomesLSEA
13F holders, Q1 2025 (March 31)115holders −15
12new positions
27sold out
4famous investors
$6.42avg. 13F price*
At the end of Q1 2025, 115 institutions reported holding Landsea Homes Corp. (LSEA) in their 13F filings, down 15 from Q4 2024. 12 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($26.9M), Mill Road Capital Management LLC ($16.8M) and Nokomis Capital, L.L.C. ($11.2M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $949K |
| Exits | 27 | $13.9M |
All 13F filers, Q4 2024 → Q1 2025: 3,505,626 shares bought and 3,811,288 shares sold, net −305,662 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| BlackRock, Inc. | 0.00% | Add +17.6% | 4,196,966 | $26.9M |
| Mill Road Capital Management LLC | 9.54% | Add +44.0% | 2,618,987 | $16.8M |
| Nokomis Capital, L.L.C. | 4.83% | Add +6.1% | 1,743,738 | $11.2M |
| Vanguard Group Inc. | 0.00% | Add +8.3% | 1,467,423 | $9.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +6.9% | 1,358,891 | $8.7M |
| Voss Capital, LP | 0.60% | Reduce -7.2% | 1,225,000 | $7.9M |
| Heartland Advisors Inc. | 0.41% | Add +29.3% | 1,104,400 | $7.1M |
| First Washington CORP | 1.70% | Add +30.3% | 752,732 | $4.8M |
| Wellington Management Group LLP | 0.00% | Reduce -32.1% | 718,800 | $4.6M |
| Geode Capital Management, LLC | 0.00% | Add +33.1% | 584,258 | $3.8M |
| Gratia Capital, LLC | 4.19% | Add +78.1% | 570,000 | $3.7M |
| BRC Group Holdings, Inc. | 4.12% | Add +1.7% | 508,729 | $3.3M |
| Acadian Asset Management LLC | 0.01% | Reduce -33.5% | 433,880 | $2.8M |
| Peregrine Capital Management LLC | 0.09% | Add +23.8% | 421,320 | $2.7M |
| State Street Corp. | 0.00% | Add +6.7% | 392,789 | $2.5M |
| AQR Capital Management | 0.00% | Add +31.3% | 379,434 | $2.4M |
| Foundry Partners, LLC | 0.12% | Reduce -19.3% | 356,440 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +35.2% | 353,442 | $2.3M |
| Bridgeway Capital Management, LLC | 0.06% | Reduce -15.5% | 344,877 | $2.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +6.1% | 337,051 | $2.2M |
| Renaissance Technologies | 0.00% | Add +6.9% | 300,513 | $1.9M |
| III Capital Management | 0.58% | Reduce -29.6% | 255,815 | $1.6M |
| Keeley-Teton Advisors, LLC | 0.18% | Add +260.1% | 226,573 | $1.5M |
| Empowered Funds, LLC | 0.02% | Add +7.3% | 207,648 | $1.3M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -13.2% | 204,886 | $1.3M |
| Northern Trust Corp. | 0.00% | Add +39.8% | 204,677 | $1.3M |
| Morgan Stanley | 0.00% | Reduce -25.4% | 202,381 | $1.3M |
| Sei Investments Co. | 0.00% | Reduce -31.4% | 199,948 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -38.6% | 174,214 | $1.1M |
| Nuveen, LLC | 0.00% | — | 125,124 | $803K |
| Boston Partners | 0.00% | Add +12.1% | 115,287 | $740K |
| Ameriprise Financial Inc. | 0.00% | Reduce -82.0% | 111,191 | $714K |
| UBS Group AG | 0.00% | Reduce -8.4% | 108,452 | $696K |
| Janney Montgomery Scott LLC | 0.00% | Add +10.2% | 103,018 | $661K |
| LPL Financial LLC | 0.00% | Add +8.1% | 95,580 | $614K |
| Barclays PLC | 0.00% | Reduce -63.7% | 85,696 | $550K |
| Bank of New York Mellon Corp | 0.00% | Add +24.9% | 82,927 | $532K |
| ExodusPoint Capital Management, LP | 0.01% | New | 82,042 | $527K |
| American Century Companies Inc. | 0.00% | Reduce -41.7% | 79,406 | $510K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +56.2% | 76,182 | $489K |
| Bank of America Corp. | 0.00% | Add +21.6% | 69,639 | $447K |
| Sanctuary Advisors, LLC | 0.00% | Add +22.6% | 66,238 | $425K |
| Jane Street Group, LLC | 0.00% | Add +69.2% | 65,031 | $417K |
| HSBC Holdings PLC | 0.00% | Add +9.2% | 62,886 | $399K |
| Invesco Ltd. | 0.00% | Reduce -17.9% | 61,354 | $394K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 59,371 | $381K |
| CastleKnight Management LP | 0.04% | No change | 57,600 | $370K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +9.6% | 57,010 | $366K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -29.7% | 56,259 | $361K |
| First Trust Advisors LP | 0.00% | Reduce -1.7% | 55,152 | $354K |
| Inspire Investing, LLC | 0.04% | Add +14.2% | 53,875 | $346K |
| Verition Fund Management LLC | 0.00% | Reduce -63.1% | 51,641 | $332K |
| Black Maple Capital Management LP | 0.23% | No change | 46,464 | $298K |
| Susquehanna International Group, LLP | 0.00% | Add +13.4% | 45,455 | $292K |
| Squarepoint Ops LLC | 0.00% | Add +134.5% | 43,784 | $281K |
| State of Wisconsin Investment Board | 0.00% | Reduce -17.8% | 41,515 | $267K |
| Citadel Advisors | 0.00% | Add +25.4% | 31,557 | $203K |
| Millennium Management | 0.00% | Add +49.1% | 31,496 | $202K |
| Ballentine Partners, LLC | 0.00% | Reduce -1.0% | 30,162 | $194K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -2.3% | 28,911 | $186K |
| Rhumbline Advisers | 0.00% | Add +0.7% | 27,894 | $179K |
| Brevan Howard Capital Management LP | 0.00% | New | 22,969 | $147K |
| Royal Bank of Canada | 0.00% | Reduce -0.5% | 20,701 | $133K |
| Quantbot Technologies LP | 0.00% | Add +2895.2% | 20,577 | $132K |
| Citigroup Inc. | 0.00% | Reduce -10.7% | 20,239 | $130K |
| Phoenix Financial Ltd. | 0.00% | No change | 19,780 | $127K |
| Wells Fargo & Company | 0.00% | Add +53.3% | 18,867 | $121K |
| MetLife Investment Management, LLC | 0.00% | Add +42.2% | 17,982 | $115K |
| Alliancebernstein L.P. | 0.00% | Reduce -10.4% | 17,360 | $111K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +63.8% | 16,939 | $109K |
| Corton Capital Inc. | 0.33% | Reduce -38.0% | 15,737 | $101K |
| Cambria Investment Management, L.P. | 0.01% | Reduce -35.6% | 15,395 | $99K |
| Centiva Capital, LP | 0.01% | Add +8.1% | 14,960 | $96K |
| Corebridge Financial, Inc. | 0.00% | Add +57.7% | 14,112 | $91K |
| Deutsche Bank AG | 0.00% | Reduce -20.1% | 12,894 | $83K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -63.5% | 12,786 | $82K |
| T. Rowe Price Associates Inc. | 0.00% | New | 12,433 | $80K |
| Intech Investment Management LLC | 0.00% | New | 11,839 | $76K |
| Engineers Gate Manager LP | 0.00% | Reduce -38.9% | 10,580 | $68K |
| Significant Wealth Partners LLC | 0.03% | New | 10,451 | $67K |
| LSV Asset Management | 0.00% | No change | 10,300 | $66K |
| Victory Capital Management Inc. | 0.00% | No change | 7,975 | $51K |
| Byrne Asset Management LLC | 0.04% | New | 7,385 | $47K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 4,788 | $31K |
| IFP Advisors, Inc | 0.00% | Add +100.5% | 4,589 | $30K |
| Signaturefd, LLC | 0.00% | Reduce -12.2% | 3,000 | $19K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -64.5% | 2,641 | $17K |
| Legal & General Group Plc | 0.00% | Add +50.9% | 2,510 | $16K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,092 | $13K |
| Simplex Trading, LLC | 0.00% | Reduce -89.3% | 2,097 | $13K |
| New York State Common Retirement Fund | 0.00% | No change | 1,767 | $11K |
| BNP Paribas Financial Markets | 0.00% | Reduce -93.3% | 1,613 | $10K |
| Cwm, LLC | 0.00% | Add +15.5% | 1,582 | $10K |
| GAMMA Investing LLC | 0.00% | Add +43.9% | 1,305 | $8K |
| California State Teachers Retirement System | 0.00% | No change | 1,304 | $8K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 1,262 | $8K |
| Quarry LP | 0.00% | Reduce -31.2% | 1,063 | $7K |
| Amalgamated Bank | 0.00% | Add +47.5% | 993 | $6K |
| FMR LLC | 0.00% | Reduce -23.5% | 602 | $4K |
| Osaic Holdings, Inc. | 0.00% | Add +75.4% | 500 | $3K |
| Sterling Capital Management LLC | 0.00% | Reduce -18.7% | 439 | $3K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +0.4% | 252 | $2K |
| US Bancorp \de | 0.00% | Add +791.3% | 205 | $1K |
| Comerica Bank | 0.00% | No change | 194 | $1K |
| Covestor Ltd | 0.00% | Add +21.1% | 126 | $1K |
| Coldstream Capital Management Inc. | 0.00% | New | 148 | $951 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 135 | $867 |
| AlphaQuest LLC | 0.00% | New | 120 | $770 |
| Rise Advisors, LLC | 0.00% | New | 119 | $764 |
| Rothschild Investment LLC | 0.00% | Add +666.7% | 115 | $738 |
| PNC Financial Services Group, Inc. | 0.00% | New | 103 | $661 |
| Nisa Investment Advisors, LLC | 0.00% | Add +152.0% | 63 | $404 |
| Smartleaf Asset Management LLC | 0.00% | No change | 24 | $153 |
| True Wealth Design, LLC | 0.00% | New | 22 | $142 |
| NewEdge Advisors, LLC | 0.00% | No change | 3 | $19 |
"% of holder's portfolio" is LSEA's weight in each manager's 13F, not the share of Landsea Homes Corp. the manager owns.