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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, Q3 2022

Institutional positions in Duckhorn Portfolio, Inc. as of Sep 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
132
+14 vs. Q2 2022
Shares held
112.6M
−1.56M (−1.4%) vs. Q2 2022
Total value
$1.62B
−$779.5M (−32.4%) vs. Q2 2022
New holders
32
51 more added
Sold out
18
30 more reduced

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 132 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 heldQ3 2022: $1.62B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Duckhorn Portfolio, Inc.; share changes are against Q2 2022.

Institutions holding NAPA in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
TSG Consumer Partners LP68,550,853$989.2M34.73%−5,599,448−7.6%Reduced
Select Equity Group, L.P.6,894,446$99.5M0.41%−77,335−1.1%Reduced
Vanguard Group Inc4,269,380$61.6M0.00%+729,309+20.6%Added
Wasatch Advisors Inc3,146,093$45.4M0.32%−1,609,776−33.8%Reduced
Driehaus Capital Management LLC2,770,116$40.0M0.61%+353,548+14.6%Added
BlackRock Inc.2,579,769$37.2M0.00%+302,298+13.3%Added
Federated Hermes, Inc.2,183,755$31.5M0.09%−53,654−2.4%Reduced
Massachusetts Financial Services Co2,179,752$31.5M0.01%+861,765+65.4%Added
Westwood Holdings Group Inc.1,839,313$26.5M0.31%+448,900+32.3%Added
American Century Companies Inc1,563,531$22.6M0.02%+461,568+41.9%Added
Royal Bank of Canada1,313,038$18.9M0.01%+92,350+7.6%Added
Macquarie Group Ltd1,203,427$17.4M0.02%−50,739−4.0%Reduced
Balyasny Asset Management LLC1,166,668$16.8M0.07%+790,164+209.9%Added
Allspring Global Investments Holdings, LLC839,842$12.1M0.02%+282,025+50.6%Added
FIL Ltd688,551$9.94M0.01%+1,154+0.2%Added
Geode Capital Management, LLC687,344$9.92M0.00%+113,819+19.8%Added
State Street Corp685,899$9.90M0.00%−67,180−8.9%Reduced
Dimensional Fund Advisors LP584,316$8.43M0.00%+584,316New
FMR LLC526,074$7.59M0.00%−94,185−15.2%Reduced
UBS Asset Management Americas Inc473,839$6.84M0.00%+65,419+16.0%Added
Nuveen Asset Management, LLC470,513$6.79M0.00%+365,414+347.7%Added
SEI Investments Co356,499$5.14M0.01%−10,042−2.7%Reduced
Marshall Wace, LLP345,207$4.98M0.01%+345,207New
Northern Trust Corp336,214$4.85M0.00%+17,320+5.4%Added
Goldman Sachs Group Inc321,537$4.64M0.00%+265,297+471.7%Added
Retirement Systems of Alabama309,600$4.47M0.02%+93,800+43.5%Added
Charles Schwab Investment Management Inc298,971$4.32M0.00%+68,089+29.5%Added
Bank of America Corp298,613$4.31M0.00%−628,544−67.8%Reduced
Morgan Stanley284,554$4.11M0.00%+164,035+136.1%Added
Rheos Capital Works Inc.280,000$4.04M0.27%+25,000+9.8%Added
Susquehanna International Group, LLP269,205$3.88M0.01%+192,657+251.7%Added
Brookfield Asset Management Inc.250,000$3.61M0.01%+250,000New
Cubist Systematic Strategies, LLC226,840$3.27M0.02%+226,840New
JPMorgan Chase & Co212,836$3.07M0.00%+162,715+324.6%Added
Two Sigma Advisers, LP199,100$2.87M0.01%+199,100New
Wellington Management Group LLP194,709$2.81M0.00%+194,709New
Wellington Shields Capital Management, LLC185,555$2.68M0.64%00.0%Unchanged
Millennium Management LLC180,762$2.61M0.00%−126,630−41.2%Reduced
Arrowstreet Capital, Limited Partnership180,115$2.60M0.00%+84,559+88.5%Added
Bank of New York Mellon Corp178,688$2.58M0.00%+8,889+5.2%Added
Ameriprise Financial Inc163,149$2.35M0.00%+53,755+49.1%Added
BNP Paribas Arbitrage, SA157,408$2.27M0.01%+157,408New
Blue Owl Capital Holdings LP156,827$2.26M0.98%+156,827New
First Trust Advisors LP146,517$2.11M0.00%−137,998−48.5%Reduced
Assenagon Asset Management S.A.143,113$2.06M0.01%+143,113New
Public Employees Retirement System of Ohio128,640$1.86M0.01%+37,785+41.6%Added
Voloridge Investment Management, LLC126,169$1.82M0.01%+126,169New
Dark Forest Capital Management LP107,160$1.55M0.28%+47,462+79.5%Added
Wellington Shields & Co., LLC99,555$1.44M0.63%00.0%Unchanged
Swiss National Bank94,900$1.37M0.00%00.0%Unchanged
Jump Financial, LLC94,100$1.36M0.05%+75,850+415.6%Added
Susquehanna Fundamental Investments, LLC87,324$1.26M0.02%+87,324New
Renaissance Technologies LLC84,200$1.22M0.00%−6,300−7.0%Reduced
Alberta Investment Management Corp76,125$1.10M0.01%+22,886+43.0%Added
ExodusPoint Capital Management, LP69,742$1.01M0.01%+69,742New
Verition Fund Management LLC69,077$997.0K0.01%+69,077New
D. E. Shaw & Co., Inc.68,320$986.0K0.00%−5,031−6.9%Reduced
Cowen and Company, LLC56,000$808.0K0.08%+56,000New
Two Sigma Investments, LP55,374$799.0K0.00%+45,583+465.6%Added
California State Teachers Retirement System49,236$710.0K0.00%−811−1.6%Reduced
Gsa Capital Partners LLP48,526$700.0K0.09%+35,624+276.1%Added
Bokf, NA47,695$689.0K0.01%+47,695New
SG Americas Securities, LLC46,089$665.0K0.01%+16,765+57.2%Added
Rhumbline Advisers45,053$650.0K0.00%+3,337+8.0%Added
Oppenheimer Asset Management Inc.42,671$616.0K0.01%−19,211−31.0%Reduced
Tudor Investment Corp Et Al41,042$592.0K0.01%+41,042New
Heritage Trust Co38,634$557.0K0.10%+38,634New
Alliancebernstein L.P.36,800$531.0K0.00%00.0%Unchanged
Algert Global LLC34,618$500.0K0.03%−5,112−12.9%Reduced
B. Metzler seel. Sohn & Co. AG34,007$491.0K0.01%−14,629−30.1%Reduced
Credit Suisse AG29,470$425.0K0.00%+1,409+5.0%Added
Southeast Asset Advisors Inc.29,033$419.0K0.07%+322+1.1%Added
HRT Financial LP28,376$409.0K0.00%+28,376New
Envestnet Asset Management Inc26,714$385.0K0.00%−8,479−24.1%Reduced
New York State Common Retirement Fund25,773$372.0K0.00%−28,785−52.8%Reduced
Holocene Advisors, LP24,846$359.0K0.00%+24,846New
Franklin Resources Inc24,070$347.0K0.00%+1,738+7.8%Added
PDT Partners, LLC24,009$346.0K0.05%+5,503+29.7%Added
MetLife Investment Management21,275$307.0K0.00%00.0%Unchanged
Virginia Retirement Systems Et Al21,200$305.9K0.00%+21,200New
Rockefeller Capital Management L.P.19,994$288.0K0.00%+19,994New
Invesco Ltd.17,965$260.0K0.00%+3,338+22.8%Added
HSBC Holdings PLC17,834$256.0K0.00%−3,775−17.5%Reduced
American International Group, Inc.17,540$253.0K0.00%+247+1.4%Added
Deutsche Bank AG17,207$249.0K0.00%−1,292−7.0%Reduced
Legal & General Group Plc16,147$233.0K0.00%+2,202+15.8%Added
Mirae Asset Global Investments Co., Ltd.15,692$226.0K0.00%+4,760+43.5%Added
Manufacturers Life Insurance Company, The15,368$221.8K0.00%−321−2.0%Reduced
Teacher Retirement System of Texas14,850$214.0K0.00%+14,850New
Voya Investment Management LLC14,246$205.6K0.00%+1,399+10.9%Added
Benjamin Edwards Inc13,763$199.0K0.06%+13,763New
AdvisorShares Investments LLC13,504$195.0K0.05%−6,500−32.5%Reduced
UBS Group AG13,314$192.0K0.00%+10,897+450.8%Added
AQR Capital Management LLC12,526$181.0K0.00%+12,526New
Advisor Group Holdings, Inc.11,842$170.0K0.00%−2,600−18.0%Reduced
Patriot Financial Group Insurance Agency, LLC11,675$168.0K0.04%+2,475+26.9%Added
Mirabella Financial Services LLP12,168$168.0K0.02%+12,168New
Toroso Investments, LLC11,474$166.0K0.01%+1,790+18.5%Added
Arizona State Retirement System10,944$158.0K0.00%+32+0.3%Added
Jefferies Group LLC10,526$151.9K0.00%+10,526New