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SCHEDULE Filed 2025-07-01 Event 2025-06-25 SEC 0000950170-25-092379 →

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

Stake: Shares: CUSIP: 51509P103 Class: Common stock, $0.0001 par value

Item 4 — Purpose of Transaction

Item 4 of the Schedule 13D shall hereby be amended and restated in its entirety as follows: The Reporting Persons acquired shares of the Common Stock based on their belief that the Common Stock represented an attractive investment opportunity. On May 23, 2025, Lido Merger Sub, Inc. commenced a tender offer (the "Offer") to purchase all of the outstanding shares of Common Stock at a purchase price of $11.30 per share. The Fund tendered 3,197,406 shares of Common Stock held by it into the Offer. On June 24, 2025, Lido Merger Sub, Inc. accepted all tendered shares for purchase. As a result of the ensuing merger, as of the close of business on June 25, 2025, none of the Reporting Persons had any direct or indirect beneficial ownership of any shares of Common Stock.

Cross-References

Insider Activity (last 365d)
0 transactions
0 buys · 0 sales · 0 awards/exercises
Issuer Cluster
2 13D/G filings on this issuer
1 other filing besides this one
Filer Track Record
8 filings by this filer
7 other filings in the data moat
Short Interest
Not in latest FINRA snapshot

Other 13D/G Filings on Landsea Homes Corp

FiledFormFilerStakeShares
2025-03-04 SCHEDULE Mill Road Capital III, L.P. 6.70% 2,446,467 view →

Other Filings by Mill Road Capital III, L.P.

FiledFormIssuerStakeShares
2026-01-22 SCHEDULE ALTA EQUIPMENT GROUP INC. ALTG-PA 13.30% 4,293,208 view →
2025-03-10 SCHEDULE Mistras Group, Inc. MG 5.70% 1,763,304 view →
2025-03-04 SCHEDULE Landsea Homes Corp 6.70% 2,446,467 view →
2025-01-23 SCHEDULE NATURAL GAS SERVICES GROUP INC NGS 4.30% 530,879 view →
2025-01-16 SCHEDULE NATURAL GAS SERVICES GROUP INC NGS 6.00% 754,564 view →
2024-07-03 SC ALTA EQUIPMENT GROUP INC. ALTG-PA view →
2023-10-05 SC ALTA EQUIPMENT GROUP INC. ALTG-PA view →

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