FP
LSEA

Foundry Partners’s Landsea Homes LSEA Stock Holding History

Foundry Partners’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
2025
Q1 		$2.29M Sell
356,440
-85,015
-19% -$659K 0.12% 193
2024
Q4 		$3.75M Buy
441,455
+63,295
+17% +$682K 0.19% 177
2024
Q3 		$4.67M Sell
378,160
-445
-0.1% -$5.07K 0.23% 139
2024
Q2 		$3.48M Sell
378,605
-100,425
-21% -$1.07M 0.19% 168
2024
Q1 		$6.96M Buy
479,030
+2,190
+0.5% +$27.6K 0.37% 85
2023
Q4 		$6.27M Sell
476,840
-7,515
-2% -$72.7K 0.38% 85
2023
Q3 		$4.35M Buy
484,355
+102,279
+27% +$1.02M 0.27% 122
2023
Q2 		$3.57M Buy
382,076
+56,577
+17% +$396K 0.22% 133
2023
Q1 		$1.97M Sell
325,499
-22,326
-6% -$143K 0.12% 199
2022
Q4 		$1.81M Sell
347,825
-251
-0.1% -$1.31K 0.1% 198
2022
Q3 		$1.66M Sell
348,076
-47,685
-12% -$311K 0.1% 203
2022
Q2 		$2.64M Sell
395,761
-12,358
-3% -$96.4K 0.16% 180
2022
Q1 		$3.49M Buy
408,119
+13,689
+3% +$102K 0.18% 162
2021
Q4 		$2.89M Buy
394,430
+48,640
+14% +$404K 0.1% 213
2021
Q3 		$3M Sell
345,790
-27,430
-7% -$235K 0.11% 222
2021
Q2 		$3.12M Sell
373,220
-71,215
-16% -$648K 0.11% 223
2021
Q1 		$4.25M Sell
444,435
-11,210
-2% -$105K 0.14% 202
2020
Q4 		$4.84M Buy
455,645
+174,550
+62% +$1.85M 0.19% 161
2020
Q3 		$2.96M Buy
+281,095
New +$2.99M 0.14% 194

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
FWC
First Washington Corp Seattle, Washington $353M AUM 41.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Foundry Partners's LSEA Position: Q1 2025 in Review

Foundry Partners reduced its Landsea Homes (LSEA) stake by 19% in Q1 2025, selling an estimated $659K and leaving 356,440 shares worth $2.29M. The position accounts for 0.12% of the portfolio, ranked #193.

Foundry Partners first reported a position in LSEA in Q3 2020 and has held it in 19 quarters since. The position peaked at $6.96M in Q1 2024. 115 funds tracked by Wall St. Rank hold LSEA as of Q1 2025.

  • Foundry Partners held 356,440 shares of Landsea Homes worth $2.29M as of Q1 2025.
  • Foundry Partners sold 85,015 Landsea Homes shares in Q1 2025, an estimated $659K.
  • Landsea Homes made up 0.12% of Foundry Partners's portfolio in Q1 2025, its #193 holding.
  • Foundry Partners first reported a position in Landsea Homes in Q3 2020 and has held it in 19 quarters since.
  • Foundry Partners's Landsea Homes position peaked at $6.96M in Q1 2024.
  • 115 funds tracked by Wall St. Rank held Landsea Homes as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.