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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, Q4 2022

Institutional positions in Duckhorn Portfolio, Inc. as of Dec 31, 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
133
+3 vs. Q3 2022
Shares held
112.4M
−141.8K (−0.1%) vs. Q3 2022
Total value
$1.86B
+$238.6M (+14.7%) vs. Q3 2022
New holders
26
46 more added
Sold out
23
43 more reduced

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 133 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 heldQ4 2022: $1.86B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Duckhorn Portfolio, Inc.; share changes are against Q3 2022.

Institutions holding NAPA in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
TSG Consumer Partners LP68,550,853$1.14B39.65%00.0%Unchanged
Select Equity Group, L.P.6,527,103$108.2M0.42%−367,343−5.3%Reduced
Vanguard Group Inc4,869,015$80.7M0.00%+599,635+14.0%Added
Wasatch Advisors Inc3,076,671$51.0M0.34%−69,422−2.2%Reduced
BlackRock Inc.3,014,663$50.0M0.00%+434,894+16.9%Added
Driehaus Capital Management LLC2,527,443$41.9M0.62%−242,673−8.8%Reduced
Massachusetts Financial Services Co2,403,482$39.8M0.01%+223,730+10.3%Added
Federated Hermes, Inc.2,131,700$35.3M0.10%−52,055−2.4%Reduced
Westwood Holdings Group Inc.1,968,459$32.6M0.29%+129,146+7.0%Added
Royal Bank of Canada1,296,029$21.5M0.01%−17,009−1.3%Reduced
American Century Companies Inc1,286,396$21.3M0.02%−277,135−17.7%Reduced
Macquarie Group Ltd1,158,170$19.2M0.02%−45,257−3.8%Reduced
Dimensional Fund Advisors LP1,141,138$18.9M0.01%+556,822+95.3%Added
Millennium Management LLC924,542$15.3M0.02%+743,780+411.5%Added
Wellington Management Group LLP833,324$13.8M0.00%+638,615+328.0%Added
Allspring Global Investments Holdings, LLC778,697$12.9M0.02%−61,145−7.3%Reduced
Geode Capital Management, LLC760,674$12.6M0.00%+73,330+10.7%Added
State Street Corp721,274$12.0M0.00%+35,375+5.2%Added
FIL Ltd702,463$11.6M0.01%+13,912+2.0%Added
1832 Asset Management L.P.644,998$10.7M0.02%+644,998New
FMR LLC496,683$8.23M0.00%−29,391−5.6%Reduced
Morgan Stanley473,253$7.84M0.00%+188,699+66.3%Added
Rheos Capital Works Inc.439,000$7.27M0.44%+159,000+56.8%Added
Northern Trust Corp367,076$6.08M0.00%+30,862+9.2%Added
Charles Schwab Investment Management Inc315,483$5.23M0.00%+16,512+5.5%Added
Nuveen Asset Management, LLC298,363$4.94M0.00%−172,150−36.6%Reduced
Two Sigma Advisers, LP287,000$4.76M0.01%+87,900+44.1%Added
Marshall Wace, LLP245,426$4.07M0.01%−99,781−28.9%Reduced
Chilton Investment Co LLC243,305$4.03M0.12%+243,305New
SEI Investments Co176,184$2.92M0.01%−180,315−50.6%Reduced
Ameriprise Financial Inc169,249$2.80M0.00%+6,100+3.7%Added
Wellington Shields Capital Management, LLC162,434$2.69M0.33%−23,121−12.5%Reduced
Bank of New York Mellon Corp162,144$2.69M0.00%−16,544−9.3%Reduced
Blue Owl Capital Holdings LP156,827$2.60M1.11%00.0%Unchanged
Arrowstreet Capital, Limited Partnership147,590$2.45M0.00%−32,525−18.1%Reduced
Goldman Sachs Group Inc143,207$2.37M0.00%−178,330−55.5%Reduced
Balyasny Asset Management LLC141,914$2.35M0.01%−1,024,754−87.8%Reduced
PPM America Inc131,819$2.18M8.70%+131,819New
Public Employees Retirement System of Ohio126,276$2.09M0.01%−2,364−1.8%Reduced
Renaissance Technologies LLC122,500$2.03M0.00%+38,300+45.5%Added
Voloridge Investment Management, LLC113,939$1.89M0.01%−12,230−9.7%Reduced
Brookfield Asset Management Inc.100,000$1.66M0.01%−150,000−60.0%Reduced
Healthcare of Ontario Pension Plan Trust Fund100,000$1.66M0.01%+100,000New
McMorgan & Co LLC99,663$1.65M0.35%+99,663New
Wellington Shields & Co., LLC99,555$1.65M0.37%00.0%Unchanged
Swiss National Bank97,300$1.61M0.00%+2,400+2.5%Added
Deutsche Bank AG94,695$1.57M0.00%+77,488+450.3%Added
Retirement Systems of Alabama84,100$1.39M0.01%−225,500−72.8%Reduced
JPMorgan Chase & Co76,888$1.27M0.00%−135,948−63.9%Reduced
Susquehanna International Group, LLP69,503$1.15M0.00%−199,702−74.2%Reduced
PDT Partners, LLC63,911$1.06M0.17%+39,902+166.2%Added
Bokf, NA61,281$1.02M0.02%+13,586+28.5%Added
Assenagon Asset Management S.A.59,846$992.0K0.00%−83,267−58.2%Reduced
Algert Global LLC57,238$948.4K0.05%+22,620+65.3%Added
California State Teachers Retirement System51,814$858.6K0.00%+2,578+5.2%Added
SG Americas Securities, LLC51,148$848.0K0.01%+5,059+11.0%Added
Rhumbline Advisers49,542$821.0K0.00%+4,489+10.0%Added
Bank of America Corp49,399$818.5K0.00%−249,214−83.5%Reduced
B. Metzler seel. Sohn & Co. AG46,386$768.6K0.01%+12,379+36.4%Added
Dark Forest Capital Management LP43,052$713.4K0.18%−64,108−59.8%Reduced
Oppenheimer Asset Management Inc.42,344$701.6K0.01%−327−0.8%Reduced
Two Sigma Investments, LP41,654$690.2K0.00%−13,720−24.8%Reduced
D. E. Shaw & Co., Inc.38,414$636.5K0.00%−29,906−43.8%Reduced
Occudo Quantitative Strategies LP38,174$632.5K0.07%+38,174New
Alliancebernstein L.P.36,800$609.8K0.00%00.0%Unchanged
Credit Suisse AG33,018$547.1K0.00%+3,548+12.0%Added
Envestnet Asset Management Inc29,465$488.2K0.00%+2,751+10.3%Added
Southeast Asset Advisors Inc.28,967$480.0K0.08%−66−0.2%Reduced
Lombard Odier Asset Management (USA) Corp26,071$432.0K0.07%+26,071New
New York State Common Retirement Fund25,752$426.7K0.00%−21−0.1%Reduced
Heritage Trust Co23,592$390.9K0.06%−15,042−38.9%Reduced
Franklin Resources Inc22,764$377.2K0.00%−1,306−5.4%Reduced
Trexquant Investment LP21,978$364.2K0.01%+21,978New
MetLife Investment Management21,275$352.5K0.00%00.0%Unchanged
First Trust Advisors LP20,810$344.8K0.00%−125,707−85.8%Reduced
Voya Investment Management LLC20,642$342.0K0.00%+6,396+44.9%Added
Susquehanna Fundamental Investments, LLC20,305$336.5K0.01%−67,019−76.7%Reduced
American International Group, Inc.19,862$329.1K0.00%+2,322+13.2%Added
Victory Capital Management Inc19,640$325.4K0.00%+9,330+90.5%Added
Squarepoint Ops LLC19,384$321.2K0.00%+19,384New
Barclays PLC19,176$317.7K0.00%+17,608+1,123.0%Added
HSBC Holdings PLC18,907$311.2K0.00%+1,073+6.0%Added
AQR Capital Management LLC18,607$308.3K0.00%+6,081+48.5%Added
Mirae Asset Global Investments Co., Ltd.18,445$305.6K0.00%+2,753+17.5%Added
Rockefeller Capital Management L.P.18,183$301.0K0.00%−1,811−9.1%Reduced
Invesco Ltd.17,837$295.6K0.00%−128−0.7%Reduced
Schonfeld Strategic Advisors LLC17,700$293.3K0.00%+17,700New
Manufacturers Life Insurance Company, The17,014$281.9K0.00%+1,646+10.7%Added
Legal & General Group Plc16,752$277.6K0.00%+605+3.7%Added
Toroso Investments, LLC14,185$235.0K0.01%+2,711+23.6%Added
Advisor Group Holdings, Inc.14,127$233.2K0.00%+2,285+19.3%Added
Benjamin Edwards Inc13,763$228.0K0.06%00.0%Unchanged
AdvisorShares Investments LLC12,328$204.3K0.06%−1,176−8.7%Reduced
Patriot Financial Group Insurance Agency, LLC12,125$200.9K0.05%+450+3.9%Added
Arizona State Retirement System11,375$188.5K0.00%+431+3.9%Added
UBS Group AG10,430$172.8K0.00%−2,884−21.7%Reduced
Bessemer Group Inc8,295$137.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)7,416$122.9K0.00%+1,998+36.9%Added
Amalgamated Bank7,125$118.0K0.00%+1,255+21.4%Added
Lazard Asset Management LLC6,970$115.0K0.00%+2,185+45.7%Added