MRCM
LSEA

Mill Road Capital Management’s Landsea Homes LSEA Stock Holding History

Mill Road 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
Q2 		– Sell
-2,618,987
Closed -$16.8M – 28
2025
Q1 		$16.8M Buy
2,618,987
+800,706
+44% +$6.21M 9.54% 3
2024
Q4 		$15.4M Buy
1,818,281
+905,424
+99% +$9.76M 7.41% 5
2024
Q3 		$11.3M Buy
912,857
+140,786
+18% +$1.6M 5.36% 9
2024
Q2 		$7.1M Buy
772,071
+313,847
+68% +$3.33M 3.78% 11
2024
Q1 		$6.66M Buy
458,224
+70,000
+18% +$882K 2.89% 13
2023
Q4 		$5.1M Buy
388,224
+214,250
+123% +$2.07M 2.33% 15
2023
Q3 		$1.56M Buy
+173,974
New +$1.74M 0.82% 22

Other funds holding LSEA

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

Mill Road Capital Management's LSEA Position: Q2 2025 in Review

Mill Road Capital Management sold out of Landsea Homes (LSEA) in Q2 2025, closing a stake of 2,618,987 shares — an estimated $16.8M sold.

Mill Road Capital Management first reported a position in LSEA in Q3 2023 and held it in 7 quarters. The position peaked at $16.8M in Q1 2025. 1 fund tracked by Wall St. Rank holds LSEA as of Q2 2025.

  • Mill Road Capital Management reported no remaining Landsea Homes position as of Q2 2025 after selling out during the quarter.
  • Mill Road Capital Management sold 2,618,987 Landsea Homes shares in Q2 2025, an estimated $16.8M.
  • Mill Road Capital Management first reported a position in Landsea Homes in Q3 2023 and held it in 7 quarters.
  • Mill Road Capital Management's Landsea Homes position peaked at $16.8M in Q1 2025.
  • 1 fund tracked by Wall St. Rank held Landsea Homes as of Q2 2025.

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