Gratia Capital’s Landsea Homes LSEA Stock Holding History

Gratia Capital’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 Q2	–	Sell	-570,000	Closed	-$3.66M	–	31
2025 Q1	$3.66M	Buy	570,000 +250,000	+78%	+$1.94M	2.99%	10
2024 Q4	$2.72M	Buy	+320,000	New	+$3.45M	2.66%	17
2023 Q4	–	Sell	-384,900	Closed	-$3.46M	–	23
2023 Q3	$3.46M	Buy	+384,900	New	+$3.86M	3.25%	15

Other funds holding LSEA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Gratia Capital's LSEA Position: Q2 2025 in Review

Gratia Capital sold out of Landsea Homes (LSEA) in Q2 2025, closing a stake of 570,000 shares — an estimated $3.66M sold.

Gratia Capital first reported a position in LSEA in Q3 2023 and held it in 3 quarters. The position peaked at $3.66M in Q1 2025. 1 fund tracked by Wall St. Rank holds LSEA as of Q2 2025.

Gratia Capital reported no remaining Landsea Homes position as of Q2 2025 after selling out during the quarter.
Gratia Capital sold 570,000 Landsea Homes shares in Q2 2025, an estimated $3.66M.
Gratia Capital first reported a position in Landsea Homes in Q3 2023 and held it in 3 quarters.
Gratia Capital's Landsea Homes position peaked at $3.66M in Q1 2025.
1 fund tracked by Wall St. Rank held Landsea Homes as of Q2 2025.

Based on Gratia Capital's 13F filing for Q2 2025, filed 14 Aug 2025.