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Duckhorn Portfolio, Inc.

NAPADelisted Dec 26, 2024
Industry
Beverages
SEC CIK
0001835256

Duckhorn Portfolio, Inc. was delisted on Dec 26, 2024; its insiders filed their last Form 4 on Dec 27, 2024; 161 institutions reported holding it in 13F filings for Q3 2024, worth $642.9M in total; no superinvestor held it.

13F holders, Q2 2021

Institutional positions in Duckhorn Portfolio, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
85
+15 vs. Q1 2021
Shares held
22.7M
+5.82M (+34.4%) vs. Q1 2021
Total value
$500.7M
+$216.6M (+76.3%) vs. Q1 2021
New holders
40
18 more added
Sold out
25
21 more reduced

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NAPA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 85 institutions
Q1 2021: 71 institutionsQ2 2021: 85 institutionsQ3 2021: 80 institutionsQ4 2021: 110 institutionsQ1 2022: 120 institutionsQ2 2022: 119 institutionsQ3 2022: 132 institutionsQ4 2022: 133 institutionsQ1 2023: 144 institutionsQ2 2023: 158 institutionsQ3 2023: 148 institutionsQ4 2023: 152 institutionsQ1 2024: 147 institutionsQ2 2024: 145 institutionsQ3 2024: 161 institutionsQ4 2024: 2 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2021: $500.7M
Q1 2021: $298.8MQ2 2021: $500.7MQ3 2021: $566.5MQ4 2021: $2.57BQ1 2022: $2.01BQ2 2022: $2.40BQ3 2022: $1.62BQ4 2022: $1.86BQ1 2023: $1.79BQ2 2023: $1.43BQ3 2023: $1.15BQ4 2023: $1.11BQ1 2024: $1.04BQ2 2024: $799.9MQ3 2024: $642.9MQ4 2024: $42.0KQ1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding NAPA and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20242$42.0K
Q3 2024161$642.9M
Q2 2024145$799.9M
Q1 2024147$1.04B
Q4 2023152$1.11B
Q3 2023148$1.15B
Q2 2023158$1.43B
Q1 2023144$1.79B
Q4 2022133$1.86B
Q3 2022132$1.62B
Q2 2022119$2.40B
Q1 2022120$2.01B
Q4 2021110$2.57B
Q3 202180$566.5M
Q2 202185$500.7M
Q1 202171$298.8M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Duckhorn Portfolio, Inc.; share changes are against Q1 2021.

Institutions holding NAPA in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Wasatch Advisors Inc4,096,860$90.4M0.37%+4,096,860New
Select Equity Group, L.P.2,212,754$48.8M0.17%+740,612+50.3%Added
Massachusetts Financial Services Co1,714,763$37.8M0.01%−216,187−11.2%Reduced
Vanguard Group Inc1,584,255$34.9M0.00%+291,088+22.5%Added
Federated Hermes, Inc.1,328,373$29.3M0.05%−40,000−2.9%Reduced
BlackRock Inc.1,303,170$28.7M0.00%+611,628+88.4%Added
Lord, Abbett & Co. LLC1,265,172$27.9M0.07%+1,265,172New
FIL Ltd1,208,806$26.7M0.03%−560,543−31.7%Reduced
Driehaus Capital Management LLC1,186,334$26.2M0.35%+111,236+10.3%Added
Macquarie Group Ltd873,575$19.3M0.02%+873,575New
Woodline Partners LP646,846$14.3M0.27%−889−0.1%Reduced
Teacher Retirement System of Texas500,000$11.0M0.06%00.0%Unchanged
Alyeska Investment Group, L.P.450,000$9.93M0.11%−50,000−10.0%Reduced
Geode Capital Management, LLC332,410$7.33M0.00%+332,410New
State Street Corp295,017$6.51M0.00%+295,017New
Segantii Capital Management Ltd270,000$5.96M0.19%+270,000New
Ghisallo Capital Management LLC250,000$5.51M0.21%00.0%Unchanged
SEI Investments Co241,992$5.34M0.01%+71,778+42.2%Added
Retirement Systems of Alabama215,800$4.76M0.02%−159,200−42.5%Reduced
Northern Trust Corp213,259$4.71M0.00%+172,210+419.5%Added
Marshall Wace North America L.P.196,658$4.34M0.02%+110,865+129.2%Added
Wellington Shields Capital Management, LLC190,521$4.20M0.51%+190,521New
Marshall Wace, LLP174,752$3.85M0.02%+174,752New
Wellington Shields & Co., LLC156,175$3.44M1.14%+156,175New
Citadel Advisors LLC139,214$3.07M0.00%−124,754−47.3%Reduced
Charles Schwab Investment Management Inc136,709$3.02M0.00%+136,709New
Kingdon Capital Management, L.L.C.117,000$2.58M0.39%+117,000New
Nuveen Asset Management, LLC159,370$2.46M0.00%+159,370New
Bank of New York Mellon Corp106,171$2.34M0.00%+106,171New
EAM Investors, LLC94,041$2.08M0.32%+94,041New
D. E. Shaw & Co., Inc.83,050$1.83M0.00%+83,050New
Norges Bank82,400$1.82M0.00%−284,352−77.5%Reduced
Zimmer Partners, LP75,000$1.66M0.02%00.0%Unchanged
Goldman Sachs Group Inc74,069$1.63M0.00%−35,159−32.2%Reduced
Cubist Systematic Strategies, LLC66,276$1.46M0.02%+66,276New
Parametric Portfolio Associates LLC60,584$1.34M0.00%+60,584New
B. Metzler seel. Sohn & Co. Holding AG47,081$1.04M0.02%+4,214+9.8%Added
Susquehanna International Group, LLP40,445$892.0K0.00%−34,508−46.0%Reduced
Morgan Stanley39,170$864.0K0.00%+31,050+382.4%Added
Oppenheimer Asset Management Inc.37,793$834.0K0.01%+2,566+7.3%Added
Two Sigma Investments, LP29,839$658.0K0.00%+29,839New
Rokos Capital Management LLP30,000$649.0K0.03%−70,000−70.0%Reduced
Balyasny Asset Management LLC28,575$630.0K0.00%−741,477−96.3%Reduced
California State Teachers Retirement System27,819$614.0K0.00%+27,819New
Vontobel Holding Ltd.25,853$555.0K0.00%+25,853New
Qube Research & Technologies Ltd21,924$484.0K0.01%+6,224+39.6%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main20,905$461.2K0.00%+20,905New
JPMorgan Chase & Co20,580$453.0K0.00%+20,275+6,647.5%Added
Wells Fargo & Company19,603$432.0K0.00%+18,603+1,860.3%Added
FMR LLC18,879$417.0K0.00%−202,352−91.5%Reduced
Alliancebernstein L.P.17,400$384.0K0.00%+17,400New
New York State Common Retirement Fund17,300$382.0K0.00%+17,300New
Centiva Capital, LP16,918$373.0K0.03%+16,918New
Rhumbline Advisers16,103$355.0K0.00%+16,103New
AdvisorShares Investments LLC15,000$331.0K0.05%00.0%Unchanged
Raymond James & Associates13,546$299.0K0.00%+13,546New
Deutsche Bank AG12,789$282.0K0.00%−12,211−48.8%Reduced
Advisor Group Holdings, Inc.12,245$270.0K0.00%+4,735+63.0%Added
American International Group, Inc.11,310$249.0K0.00%+11,310New
Paloma Partners Management Co10,933$241.0K0.01%+10,933New
Manufacturers Life Insurance Company, The10,592$234.0K0.00%+10,592New
Arrowstreet Capital, Limited Partnership10,568$233.0K0.00%+10,568New
Bank of America Corp9,936$219.0K0.00%+9,411+1,792.6%Added
HighTower Advisors, LLC9,278$204.0K0.00%+9,278New
MetLife Investment Management9,070$200.1K0.00%+9,070New
Metropolitan Life Insurance Co6,945$153.2K0.00%+6,945New
Patriot Financial Group Insurance Agency, LLC6,800$150.0K0.03%+1,800+36.0%Added
STRS Ohio4,700$103.0K0.00%+4,700New
Pinz Capital Management, LP4,500$99.0K0.03%−68,300−93.8%Reduced
Royal Bank of Canada4,299$94.0K0.00%+857+24.9%Added
Tower Research Capital LLC (TRC)3,119$68.0K0.00%−7,643−71.0%Reduced
UBS Group AG2,522$56.0K0.00%−368−12.7%Reduced
Steward Partners Investment Advisory, LLC2,000$44.0K0.00%−2,000−50.0%Reduced
Legal & General Group Plc1,950$43.0K0.00%−38,300−95.2%Reduced
Ameritas Investment Partners, Inc.1,583$35.0K0.00%+1,583New
Proequities, Inc.1,200$26.0K0.00%+1,200New
Citigroup Inc961$21.0K0.00%+961New
Simplex Trading, LLC629$13.0K0.00%+629New
Spire Wealth Management500$11.0K0.00%−500−50.0%Reduced
Parallel Advisors, LLC460$10.0K0.00%−100−17.9%Reduced
Anfield Capital Management, LLC277$6.00K0.00%+277New
Joseph P. Lucia & Associates, LLC146$3.00K0.00%+86+143.3%Added
Sandy Spring Bank100$2.00K0.00%00.0%Unchanged
Trustcore Financial Services, LLC110$2.00K0.00%00.0%Unchanged
US Bancorp100$2.00K0.00%+100New
Hotchkis & Wiley Capital Management LLC0$00.00%−662,900−100.0%Sold out
Monashee Investment Management LLC0$00.00%−350,000−100.0%Sold out
Blackstone Group Inc.0$00.00%−250,000−100.0%Sold out
Millennium Management LLC0$00.00%−237,375−100.0%Sold out
MYDA Advisors LLC0$00.00%−180,000−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−150,000−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−101,000−100.0%Sold out
Discovery Capital Management, LLC0$00.00%−100,000−100.0%Sold out
Caas Capital Management LP0$00.00%−100,000−100.0%Sold out
Davidson Kempner Capital Management LP0$00.00%−75,000−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−52,579−100.0%Sold out
Laurion Capital Management LP0$00.00%−50,000−100.0%Sold out
HRT Financial LP0$00.00%−29,529−100.0%Sold out
Wellington Management Group LLP0$00.00%−28,001−100.0%Sold out
Jane Street Group, LLC0$00.00%−23,908−100.0%Sold out