HRCM
LSEA

Hood River Capital Management’s Landsea Homes LSEA Stock Holding History

Hood River Capital 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
2025
Q1 		– Sell
-218,422
Closed -$1.85M – 167
2024
Q4 		$1.85M Sell
218,422
-269,183
-55% -$2.9M 0.03% 139
2024
Q3 		$6.02M Buy
487,605
+251,605
+107% +$2.87M 0.1% 113
2024
Q2 		$2.17M Sell
236,000
-246,339
-51% -$2.62M 0.04% 129
2024
Q1 		$7.01M Buy
482,339
+217,767
+82% +$2.74M 0.16% 102
2023
Q4 		$3.48M Buy
264,572
+23,271
+10% +$225K 0.1% 96
2023
Q3 		$2.17M Sell
241,301
-48,432
-17% -$485K 0.07% 98
2023
Q2 		$2.71M Buy
+289,733
New +$2.03M 0.08% 95
2021
Q1 		– Sell
-813,869
Closed -$8.64M – 123
2020
Q4 		$8.64M Buy
+813,869
New +$8.61M 0.29% 89

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

Hood River Capital Management's LSEA Position: Q1 2025 in Review

Hood River Capital Management sold out of Landsea Homes (LSEA) in Q1 2025, closing a stake of 218,422 shares — an estimated $1.85M sold.

Hood River Capital Management first reported a position in LSEA in Q4 2020 and held it in 8 quarters. The position peaked at $8.64M in Q4 2020. 115 funds tracked by Wall St. Rank hold LSEA as of Q1 2025.

  • Hood River Capital Management reported no remaining Landsea Homes position as of Q1 2025 after selling out during the quarter.
  • Hood River Capital Management sold 218,422 Landsea Homes shares in Q1 2025, an estimated $1.85M.
  • Hood River Capital Management first reported a position in Landsea Homes in Q4 2020 and held it in 8 quarters.
  • Hood River Capital Management's Landsea Homes position peaked at $8.64M in Q4 2020.
  • 115 funds tracked by Wall St. Rank held Landsea Homes as of Q1 2025.

Based on Hood River Capital Management's 13F filing for Q1 2025, filed 15 May 2025.