Landsea HomesLSEA
About: Landsea Homes Corp is a homebuilding company. It designs and builds homes and sustainable master-planned communities in some of the nation's desirable markets. The company's segments include Arizona, California, Florida, Metro New York, and Texas. It derives a majority of revenue from home sales in Florida.
Employees: 499
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
200% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 3 (+2) [Q3]
155% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 11
69% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 29
40% more capital invested
Capital invested by funds: $163M [Q2] → $227M (+$64.5M) [Q3]
14% more funds holding
Funds holding: 105 [Q2] → 120 (+15) [Q3]
1.89% more ownership
Funds ownership: 48.86% [Q2] → 50.75% (+1.89%) [Q3]
11% less call options, than puts
Call options by funds: $1.03M | Put options by funds: $1.17M
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Barclays Matthew Bouley 39% 1-year accuracy 26 / 66 met price target | 9%upside $9 | Equal-Weight Maintained | 16 Jan 2025 |
Financial journalist opinion
Based on 4 articles about LSEA published over the past 30 days









