LANDSEA HOLDINGS CORP

LSEA 10% owner sells 2,900,000 shares for $29.7M in two separate transactions at $10.25; post-sale holdings drop to 6.14M shares.

Landsea Holdings Corp, a 10% owner, executed 2 separate sales totaling 2,900,000 shares for $29,725,000.00 on 2024-12-09 and 2024-12-10, reducing holdings by 32.1% to 6,135,151 shares. At the $10.25 blended transaction price, the stock was trading 0.89 points below the current price of $10.36 and sits 28.7% below the 52-week high of $14.53, suggesting the sales occurred within a compressed recent price range. The insider's cross-ticker track record shows 3 prior sells with an average 90-day return of 35.3% and a 90d well-timed rate of 33.33%, while at LSEA specifically, 1 of 3 prior sells proved well-timed at the 90-day mark; neither track record projects forward timing success with confidence. Fundamentals show annual revenue growth of -16.4%, P/E of 14.19, and latest quarterly revenue of $338,472,000.00, indicating a maturing company facing headwinds. The scale of this reduction—nearly one-third of holdings disposed of in consecutive business days—distinguishes it from routine portfolio adjustments and merits investor attention to the underlying operational and market context.

LANDSEA HOLDINGS CORP (10% owner) sold 450,000 shares at $9.53 on 2024-06-20; stock now -37.2% from 52-week high.

LANDSEA HOLDINGS CORP, a 10% owner, sold 450,000 shares (reducing holdings from 12,710,729 to 12,260,729 shares) at $9.53 per share for $4,288,500 total on 2024-06-20. The stock has since declined to $9.13, down 37.2% from its 52-week high of $14.53 and down 32.6% over 90 days. This is the third open-market sale by this insider; his cross-ticker track record shows 100.0% well-timed selling rate across 2 prior sells (average 90-day return of -14.0%), and at this specific ticker, 1 of 1 prior 90-day measurable sells was well-timed (the 2024-03-08 sale returned -14.0%). Fundamentals show revenue growth of -16.4% year-over-year with net income of $190.0K on quarterly revenue of $294.0M. The timing pattern—consistent with prior well-timed sales at this ticker—and the company's declining revenue trajectory warrant scrutiny of what the 10% owner may perceive about near-term business direction.