IECM
LSEA

Intrinsic Edge Capital Management’s Landsea Homes LSEA Stock Holding History

Intrinsic Edge 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
2024
Q1 		– Sell
-203,989
Closed -$2.68M – 173
2023
Q4 		$2.68M Sell
203,989
-9,499
-4% -$91.9K 0.27% 77
2023
Q3 		$1.92M Buy
+213,488
New +$2.14M 0.22% 96

Other funds holding LSEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
FWC
First Washington Corp Seattle, Washington $353M AUM 41.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Intrinsic Edge Capital Management's LSEA Position: Q1 2024 in Review

Intrinsic Edge Capital Management sold out of Landsea Homes (LSEA) in Q1 2024, closing a stake of 203,989 shares — an estimated $2.68M sold.

Intrinsic Edge Capital Management first reported a position in LSEA in Q3 2023 and held it in 2 quarters. The position peaked at $2.68M in Q4 2023. 102 funds tracked by Wall St. Rank hold LSEA as of Q1 2024.

  • Intrinsic Edge Capital Management reported no remaining Landsea Homes position as of Q1 2024 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 203,989 Landsea Homes shares in Q1 2024, an estimated $2.68M.
  • Intrinsic Edge Capital Management first reported a position in Landsea Homes in Q3 2023 and held it in 2 quarters.
  • Intrinsic Edge Capital Management's Landsea Homes position peaked at $2.68M in Q4 2023.
  • 102 funds tracked by Wall St. Rank held Landsea Homes as of Q1 2024.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2024, filed 14 May 2024.