Mill Road Capital Management’s Landsea Homes LSEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,618,987
| Closed | -$16.8M | – | 28 |
|
|
2025
Q1 | $16.8M | Buy |
2,618,987
+800,706
| +44% | +$5.14M | 9.54% | 3 |
|
|
2024
Q4 | $15.4M | Buy |
1,818,281
+905,424
| +99% | +$7.69M | 7.41% | 5 |
|
|
2024
Q3 | $11.3M | Buy |
912,857
+140,786
| +18% | +$1.74M | 5.36% | 9 |
|
|
2024
Q2 | $7.1M | Buy |
772,071
+313,847
| +68% | +$2.88M | 3.78% | 11 |
|
|
2024
Q1 | $6.66M | Buy |
458,224
+70,000
| +18% | +$1.02M | 2.89% | 13 |
|
|
2023
Q4 | $5.1M | Buy |
388,224
+214,250
| +123% | +$2.82M | 2.33% | 15 |
|
|
2023
Q3 | $1.56M | Buy |
+173,974
| New | +$1.56M | 0.82% | 22 |
|