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 Q4 regulatory filings by fund managers ($100M+ AUM)
50% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 20
45% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 33
16.9% more ownership
Funds ownership: 50.75% [Q3] → 67.65% (+16.9%) [Q4]
8% more funds holding
Funds holding: 120 [Q3] → 129 (+9) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]
8% less capital invested
Capital invested by funds: $227M [Q3] → $208M (-$18.7M) [Q4]
52% less call options, than puts
Call options by funds: $170K | Put options by funds: $351K
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Barclays Matthew Bouley 34% 1-year accuracy 23 / 68 met price target | 9%upside $9 | Equal-Weight Maintained | 16 Jan 2025 |
Financial journalist opinion
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