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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 2022

Institutional positions in Duckhorn Portfolio, Inc. as of Jun 30, 2022. 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
119
+1 vs. Q1 2022
Shares held
114.2M
+3.46M (+3.1%) vs. Q1 2022
Total value
$2.40B
+$390.5M (+19.4%) vs. Q1 2022
New holders
21
48 more added
Sold out
20
30 more reduced

2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 2022: 119 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 2022: $2.40B
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 2022

Shares, value and share of portfolio for each institution holding Duckhorn Portfolio, Inc.; share changes are against Q1 2022.

Institutions holding NAPA in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
TSG Consumer Partners LP74,150,301$1.56B42.86%00.0%Unchanged
Select Equity Group, L.P.6,971,781$146.8M0.55%+404,868+6.2%Added
Wasatch Advisors Inc4,755,869$100.2M0.63%+331,448+7.5%Added
Vanguard Group Inc3,540,071$74.6M0.00%+81,112+2.3%Added
Driehaus Capital Management LLC2,416,568$50.9M0.82%+240,610+11.1%Added
BlackRock Inc.2,277,471$48.0M0.00%−10,460−0.5%Reduced
Federated Hermes, Inc.2,237,409$47.1M0.13%−41,793−1.8%Reduced
Westwood Holdings Group Inc.1,390,413$29.3M0.32%−333,443−19.3%Reduced
Lord, Abbett & Co. LLC1,328,134$28.0M0.10%+333,885+33.6%Added
Massachusetts Financial Services Co1,317,987$27.8M0.01%−447,223−25.3%Reduced
Macquarie Group Ltd1,254,166$26.4M0.03%+35,901+2.9%Added
Royal Bank of Canada1,220,688$25.7M0.01%+14,707+1.2%Added
American Century Companies Inc1,101,963$23.2M0.02%+1,101,963New
Bank of America Corp927,157$19.5M0.00%+515,155+125.0%Added
State Street Corp753,079$15.9M0.00%+12,632+1.7%Added
FIL Ltd687,397$14.5M0.02%−480,503−41.1%Reduced
FMR LLC620,259$13.1M0.00%+13,342+2.2%Added
Geode Capital Management, LLC573,525$12.1M0.00%+28,496+5.2%Added
Allspring Global Investments Holdings, LLC557,817$11.7M0.02%+552,640+10,674.9%Added
UBS Asset Management Americas Inc408,420$8.60M0.00%+376,620+1,184.3%Added
Kingdon Capital Management, L.L.C.383,031$8.07M2.15%+51,500+15.5%Added
Balyasny Asset Management LLC376,504$7.93M0.03%+218,988+139.0%Added
SEI Investments Co366,541$7.72M0.02%+128,405+53.9%Added
Northern Trust Corp318,894$6.72M0.00%+12,971+4.2%Added
Millennium Management LLC307,392$6.47M0.01%+66,852+27.8%Added
First Trust Advisors LP284,515$5.99M0.01%+284,515New
Rheos Capital Works Inc.255,000$5.37M0.40%+15,000+6.3%Added
Charles Schwab Investment Management Inc230,882$4.86M0.00%−4,427−1.9%Reduced
Retirement Systems of Alabama215,800$4.54M0.02%00.0%Unchanged
Wellington Shields Capital Management, LLC185,555$3.91M0.49%−2,346−1.2%Reduced
Bank of New York Mellon Corp169,799$3.58M0.00%+18,228+12.0%Added
Nicholas Investment Partners, LP164,516$3.46M0.33%+164,516New
Morgan Stanley120,519$2.54M0.00%−67,931−36.0%Reduced
Clark Capital Management Group, Inc.114,968$2.42M0.03%+114,968New
Ameriprise Financial Inc109,394$2.30M0.00%+109,394New
Nuveen Asset Management, LLC105,099$2.21M0.00%+454+0.4%Added
Wellington Shields & Co., LLC99,555$2.10M0.51%−20.0%Reduced
Arrowstreet Capital, Limited Partnership95,556$2.01M0.00%−36,862−27.8%Reduced
Swiss National Bank94,900$2.00M0.00%+26,900+39.6%Added
Islet Management, LP91,947$1.94M0.56%+91,947New
Public Employees Retirement System of Ohio90,855$1.91M0.01%−34,357−27.4%Reduced
Renaissance Technologies LLC90,500$1.91M0.00%+50,200+124.6%Added
Susquehanna International Group, LLP76,548$1.61M0.00%+27,670+56.6%Added
D. E. Shaw & Co., Inc.73,351$1.54M0.00%+21,441+41.3%Added
Oppenheimer Asset Management Inc.61,882$1.30M0.02%+5,589+9.9%Added
Dark Forest Capital Management LP59,698$1.26M0.28%+58,511+4,929.3%Added
Goldman Sachs Group Inc56,240$1.19M0.00%−181,942−76.4%Reduced
New York State Common Retirement Fund54,558$1.15M0.00%+29,097+114.3%Added
Alberta Investment Management Corp53,239$1.12M0.01%+53,239New
Cookson Peirce & Co Inc52,901$1.11M0.08%+52,901New
JPMorgan Chase & Co50,121$1.05M0.00%+11,610+30.1%Added
California State Teachers Retirement System50,047$1.05M0.00%+10,438+26.4%Added
B. Metzler seel. Sohn & Co. AG48,636$1.02M0.02%+3,512+7.8%Added
Engineers Gate Manager LP45,927$967.0K0.04%−43,077−48.4%Reduced
Rhumbline Advisers41,716$879.0K0.00%+2,811+7.2%Added
Algert Global LLC39,730$837.0K0.06%+25,010+169.9%Added
Alliancebernstein L.P.36,800$775.0K0.00%+36,800New
Occudo Quantitative Strategies LP36,062$759.0K0.06%+6,995+24.1%Added
Envestnet Asset Management Inc35,193$741.0K0.00%+7,046+25.0%Added
SG Americas Securities, LLC29,324$618.0K0.01%+10,793+58.2%Added
Southeast Asset Advisors Inc.28,711$605.0K0.10%+169+0.6%Added
Credit Suisse AG28,061$591.0K0.00%+7,938+39.4%Added
Raymond James & Associates25,033$527.0K0.00%−351−1.4%Reduced
Franklin Resources Inc22,332$470.0K0.00%−126−0.6%Reduced
HSBC Holdings PLC21,609$462.0K0.00%+1,316+6.5%Added
MetLife Investment Management21,275$448.1K0.00%00.0%Unchanged
AdvisorShares Investments LLC20,004$421.0K0.12%+5,784+40.7%Added
PDT Partners, LLC18,506$390.0K0.03%−12,520−40.4%Reduced
Deutsche Bank AG18,499$389.0K0.00%−2,071−10.1%Reduced
Jump Financial, LLC18,250$384.0K0.02%−3,179−14.8%Reduced
American International Group, Inc.17,293$364.0K0.00%−519−2.9%Reduced
Manufacturers Life Insurance Company, The15,689$330.4K0.00%+1,561+11.0%Added
Invesco Ltd.14,627$308.0K0.00%+779+5.6%Added
Panagora Asset Management Inc14,492$305.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.14,442$304.0K0.00%+45+0.3%Added
Legal & General Group Plc13,945$294.0K0.00%+3,686+35.9%Added
Gsa Capital Partners LLP12,902$272.0K0.04%+12,902New
Voya Investment Management LLC12,847$271.0K0.00%00.0%Unchanged
Atria Wealth Solutions, Inc.11,550$243.0K0.00%+11,550New
Arizona State Retirement System10,912$230.0K0.00%+10,912New
Mirae Asset Global Investments Co., Ltd.10,932$230.0K0.00%+10,932New
Victory Capital Management Inc10,008$211.0K0.00%−5,458−35.3%Reduced
Two Sigma Investments, LP9,791$206.0K0.00%−68,000−87.4%Reduced
Squarepoint Ops LLC9,773$206.0K0.00%+9,773New
State of Wisconsin Investment Board9,714$205.0K0.00%+9,714New
Toroso Investments, LLC9,684$204.0K0.01%−1,962−16.8%Reduced
Patriot Financial Group Insurance Agency, LLC9,200$194.0K0.04%00.0%Unchanged
Captrust Financial Advisors9,005$190.0K0.00%+289+3.3%Added
Bessemer Group Inc8,295$174.0K0.00%00.0%Unchanged
Wells Fargo & Company5,956$125.0K0.00%−10,267−63.3%Reduced
PEAK6 Investments LLC5,929$125.0K0.00%+5,929New
Amalgamated Bank5,777$122.0K0.00%+439+8.2%Added
Lazard Asset Management LLC4,785$100.0K0.00%+4,785New
Citigroup Inc4,715$99.0K0.00%+2,392+103.0%Added
Nkcfo LLC4,700$99.0K0.03%+4,700New
American Portfolios Advisors3,210$67.6K0.00%−1,150−26.4%Reduced
Ameritas Investment Partners, Inc.2,773$58.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)2,711$57.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co2,554$53.8K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,533$53.0K0.00%+373+17.3%Added