BGIM
LSEA

Brandywine Global Investment Management’s Landsea Homes LSEA Stock Holding History

Brandywine Global Investment Management’s Portfolio LSEA Stock Details LSEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-234,900
Closed -$2.67M – 651
2024
Q3 		$2.67M Buy
234,900
+185,102
+372% +$2.11M 0.02% 501
2024
Q2 		$458K Buy
49,798
+4,555
+10% +$48.4K ﹤0.01% 655
2024
Q1 		$657K Buy
45,243
+27,123
+150% +$342K ﹤0.01% 658
2023
Q4 		$238K Hold
18,120
– – ﹤0.01% 661
2023
Q3 		$163K Buy
+18,120
New +$182K ﹤0.01% 661

Other funds holding LSEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Brandywine Global Investment Management's LSEA Position: Q4 2024 in Review

Brandywine Global Investment Management sold out of Landsea Homes (LSEA) in Q4 2024, closing a stake of 234,900 shares — an estimated $2.67M sold.

Brandywine Global Investment Management first reported a position in LSEA in Q3 2023 and held it in 5 quarters. The position peaked at $2.67M in Q3 2024. 130 funds tracked by Wall St. Rank hold LSEA as of Q4 2024.

  • Brandywine Global Investment Management reported no remaining Landsea Homes position as of Q4 2024 after selling out during the quarter.
  • Brandywine Global Investment Management sold 234,900 Landsea Homes shares in Q4 2024, an estimated $2.67M.
  • Brandywine Global Investment Management first reported a position in Landsea Homes in Q3 2023 and held it in 5 quarters.
  • Brandywine Global Investment Management's Landsea Homes position peaked at $2.67M in Q3 2024.
  • 130 funds tracked by Wall St. Rank held Landsea Homes as of Q4 2024.

Based on Brandywine Global Investment Management's 13F filing for Q4 2024, filed 12 Feb 2025.