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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
Brookfield Asset Management Inc.250,000$3.61M0.01%+250,000New
Susquehanna International Group, LLP269,205$3.88M0.01%+192,657+251.7%Added
Rheos Capital Works Inc.280,000$4.04M0.27%+25,000+9.8%Added
Morgan Stanley284,554$4.11M0.00%+164,035+136.1%Added
Bank of America Corp298,613$4.31M0.00%−628,544−67.8%Reduced
Charles Schwab Investment Management Inc298,971$4.32M0.00%+68,089+29.5%Added
Retirement Systems of Alabama309,600$4.47M0.02%+93,800+43.5%Added
Goldman Sachs Group Inc321,537$4.64M0.00%+265,297+471.7%Added
Northern Trust Corp336,214$4.85M0.00%+17,320+5.4%Added
Marshall Wace, LLP345,207$4.98M0.01%+345,207New
SEI Investments Co356,499$5.14M0.01%−10,042−2.7%Reduced
Nuveen Asset Management, LLC470,513$6.79M0.00%+365,414+347.7%Added
UBS Asset Management Americas Inc473,839$6.84M0.00%+65,419+16.0%Added
FMR LLC526,074$7.59M0.00%−94,185−15.2%Reduced
Dimensional Fund Advisors LP584,316$8.43M0.00%+584,316New
State Street Corp685,899$9.90M0.00%−67,180−8.9%Reduced
Geode Capital Management, LLC687,344$9.92M0.00%+113,819+19.8%Added
FIL Ltd688,551$9.94M0.01%+1,154+0.2%Added
Allspring Global Investments Holdings, LLC839,842$12.1M0.02%+282,025+50.6%Added
Balyasny Asset Management LLC1,166,668$16.8M0.07%+790,164+209.9%Added
Macquarie Group Ltd1,203,427$17.4M0.02%−50,739−4.0%Reduced
Royal Bank of Canada1,313,038$18.9M0.01%+92,350+7.6%Added
American Century Companies Inc1,563,531$22.6M0.02%+461,568+41.9%Added
Westwood Holdings Group Inc.1,839,313$26.5M0.31%+448,900+32.3%Added
Massachusetts Financial Services Co2,179,752$31.5M0.01%+861,765+65.4%Added
Federated Hermes, Inc.2,183,755$31.5M0.09%−53,654−2.4%Reduced
BlackRock Inc.2,579,769$37.2M0.00%+302,298+13.3%Added
Driehaus Capital Management LLC2,770,116$40.0M0.61%+353,548+14.6%Added
Wasatch Advisors Inc3,146,093$45.4M0.32%−1,609,776−33.8%Reduced
Vanguard Group Inc4,269,380$61.6M0.00%+729,309+20.6%Added
Select Equity Group, L.P.6,894,446$99.5M0.41%−77,335−1.1%Reduced
TSG Consumer Partners LP68,550,853$989.2M34.73%−5,599,448−7.6%Reduced
Lord, Abbett & Co. LLC0$00.00%−1,328,134−100.0%Sold out
Kingdon Capital Management, L.L.C.0$00.00%−383,031−100.0%Sold out
Nicholas Investment Partners, LP0$00.00%−164,516−100.0%Sold out
Clark Capital Management Group, Inc.0$00.00%−114,968−100.0%Sold out
Islet Management, LP0$00.00%−91,947−100.0%Sold out
Cookson Peirce & Co Inc0$00.00%−52,901−100.0%Sold out
Engineers Gate Manager LP0$00.00%−45,927−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−36,062−100.0%Sold out
Raymond James & Associates0$00.00%−25,033−100.0%Sold out
Panagora Asset Management Inc0$00.00%−14,492−100.0%Sold out
Squarepoint Ops LLC0$00.00%−9,773−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−9,714−100.0%Sold out
Captrust Financial Advisors0$00.00%−9,005−100.0%Sold out
PEAK6 Investments LLC0$00.00%−5,929−100.0%Sold out
Nkcfo LLC0$00.00%−4,700−100.0%Sold out
US Bancorp0$00.00%−50−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−47−100.0%Sold out
Joseph P. Lucia & Associates, LLC0$00.00%−1−100.0%Sold out
Private Capital Group, LLC––––Not filed