Landsea Homes CORP Schedule 13D activist filings

Filed when an investor crosses five percent and intends to influence the company — the activist disclosure.

Mill Road Capital III, L.P. and its affiliates have fully divested their 3,197,406 shares of Landsea Homes Corporation common stock at $11.30 per share following a tender offer by Lido Merger Sub, Inc., ceasing all beneficial ownership as of June 25, 2025.
Mill Road Capital III, L.P. and its affiliates have increased their beneficial ownership in Landsea Homes Corporation to 8.8% through recent open market purchases.
Mill Road Capital III, L.P. has increased its stake in Landsea Homes Corporation to 6.7% and announced its intention to nominate three directors for election at the Issuer's 2025 Annual Meeting of Stockholders.