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SCHEDULE Filed 2025-03-04 Event 2025-02-28 SEC 0000950170-25-032483 →

Mill Road Capital III, L.P. Landsea Homes Corp

Stake: 6.70% Shares: 2,446,467 CUSIP: 51509P103 Class: Common stock, par value $0.0001

Item 4 — Purpose of Transaction

Item 4 of the Schedule 13D shall hereby be amended by inserting the following new paragraphs after the second paragraph: On March 3, 2025, the Fund sent the letter attached hereto as Exhibit 3, which is incorporated herein by reference, to the Issuer setting forth its intention to nominate three directors for election at the Issuer's 2025 Annual Meeting of Stockholders (the "Annual Meeting") and serving as a notice of nomination in accordance with the Issuer's bylaws and Rule 14a-19(a)(1) under the Securities Exchange Act of 1934, as amended. The Fund requested in the letter that the Issuer name Thomas E. Lynch, Deven H. Petito and Donald J. Tringali in its proxy statement as nominees for election to the Issuer's board of directors at the Annual Meeting. The Fund entered into a Nomination Agreement with Mr. Tringali on March 3, 2025, a copy of which is attached hereto as Exhibit 4 and incorporated herein by reference, pursuant to which, among other things, Mr. Tringali agreed to be named as a nominee in any proxy materials prepared by the Issuer or the Fund in relation to the Annual Meeting, to serve as a director of the Issuer if elected and, in such capacity, to act in the best interests of the shareholders of the Issuer and to exercise independent judgment in accordance with his fiduciary duties. On March 3, 2025, the Fund also sent the letter attached hereto as Exhibit 5, which is incorporated herein by reference, to the Chairman of the Board of Directors of the Issuer. The Fund may also wish to exercise its right to inspect certain books and records of the Issuer pursuant to Section 220 of the Delaware General Corporation Law in order to identify and communicate with other stockholders in connection with any solicitation of proxies in support of the nominees and to obtain additional information about the Issuer, and the Fund may demand that the Issuer make such books and records available.

Cross-References

Insider Activity (last 365d)
0 transactions
0 buys · 0 sales · 0 awards/exercises
Issuer Cluster
1 13D/G filings on this issuer
0 other filings besides this one
Filer Track Record
4 filings by this filer
3 other filings in the data moat
Short Interest
Not in latest FINRA snapshot

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