Geode Capital Management’s Landsea Homes LSEA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-584,258
Closed -$3.75M 4491
2025
Q1
$3.75M Buy
584,258
+145,171
+33% +$1.13M ﹤0.01% 2795
2024
Q4
$3.73M Buy
439,087
+7,773
+2% +$83.8K ﹤0.01% 2881
2024
Q3
$5.33M Buy
431,314
+49,830
+13% +$568K ﹤0.01% 2728
2024
Q2
$3.51M Buy
381,484
+9,678
+3% +$103K ﹤0.01% 2918
2024
Q1
$5.4M Buy
371,806
+17,709
+5% +$223K ﹤0.01% 2654
2023
Q4
$4.65M Buy
354,097
+82,483
+30% +$798K ﹤0.01% 2737
2023
Q3
$2.44M Buy
271,614
+11,983
+5% +$120K ﹤0.01% 3005
2023
Q2
$2.42M Buy
259,631
+49,617
+24% +$347K ﹤0.01% 3051
2023
Q1
$1.27M Buy
210,014
+1,355
+0.6% +$8.69K ﹤0.01% 3241
2022
Q4
$1.09M Buy
208,659
+141
+0.1% +$735 ﹤0.01% 3305
2022
Q3
$994K Sell
208,518
-23,814
-10% -$155K ﹤0.01% 3387
2022
Q2
$1.55M Buy
232,332
+6,533
+3% +$50.9K ﹤0.01% 3213
2022
Q1
$1.93M Buy
225,799
+21,574
+11% +$161K ﹤0.01% 3276
2021
Q4
$1.49M Sell
204,225
-7,786
-4% -$64.7K ﹤0.01% 3520
2021
Q3
$1.84M Buy
212,011
+35,006
+20% +$300K ﹤0.01% 3390
2021
Q2
$1.48M Buy
177,005
+66,842
+61% +$608K ﹤0.01% 3403
2021
Q1
$1.05M Buy
+110,163
New +$1.03M ﹤0.01% 3536

Other funds holding LSEA

Geode Capital Management's LSEA Position: Q2 2025 in Review

Geode Capital Management sold out of Landsea Homes (LSEA) in Q2 2025, closing a stake of 584,258 shares — an estimated $3.75M sold.

Geode Capital Management first reported a position in LSEA in Q1 2021 and held it in 17 quarters. The position peaked at $5.4M in Q1 2024. 1 fund tracked by Wall St. Rank holds LSEA as of Q2 2025.

  • Geode Capital Management reported no remaining Landsea Homes position as of Q2 2025 after selling out during the quarter.
  • Geode Capital Management sold 584,258 Landsea Homes shares in Q2 2025, an estimated $3.75M.
  • Geode Capital Management first reported a position in Landsea Homes in Q1 2021 and held it in 17 quarters.
  • Geode Capital Management's Landsea Homes position peaked at $5.4M in Q1 2024.
  • 1 fund tracked by Wall St. Rank held Landsea Homes as of Q2 2025.

Based on Geode Capital Management's 13F filing for Q2 2025, filed 8 Aug 2025.