Landsea Homes
LSEA
LSEA was delisted on the 24th of June, 2025.
73 hedge funds and large institutions have $81.3M invested in Landsea Homes in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 3 closing their positions.
533% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 3
140% more capital invested
Capital invested by funds: $33.8M → $81.3M (+$47.5M)
120% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 15
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
28% more funds holding
Funds holding: 57 → 73 (+16)
8.01% more ownership
Funds ownership: 13.85% → 21.86% (+8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Nokomis Capital
Dallas,
Texas
|
+$5.57M |
| 2 |
VC
Voss Capital
Houston,
Texas
|
+$2.15M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$2.03M |
| 4 |
JP Morgan Chase
New York
|
+$1.69M |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZA
Zazove Associates
Incline Village,
Nevada
|
-$1.85M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$454K |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$256K |
| 4 |
BMCM
Black Maple Capital Management
Milwaukee,
Wisconsin
|
-$101K |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
-$85.4K |
LSEA Hedge Fund Activity: Q2 2023 in Review
73 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Landsea Homes (LSEA) for Q2 2023, worth a combined $81.3M — up 140% from $33.8M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new LSEA positions and 3 closed out — a net gain of 16 holders — while 33 added to existing stakes and 15 trimmed.
The largest buyer was Nokomis Capital, adding an estimated $5.57M. The largest seller was Zazove Associates, exiting entirely with an estimated $1.85M sold.
- 73 institutional investors held Landsea Homes (LSEA) as of Q2 2023, up from 57 in Q1 2023.
- Funds reported $81.3M of Landsea Homes stock for Q2 2023, up 140% quarter-over-quarter.
- 19 funds opened new Landsea Homes positions in Q2 2023 and 3 closed out, a net change of +16 holders.
- The largest Landsea Homes buyer in Q2 2023 was Nokomis Capital, an estimated $5.57M added.
- The largest Landsea Homes seller in Q2 2023 was Zazove Associates, an estimated $1.85M sold.
Based on aggregated 13F filings for Q2 2023.