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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, Q1 2023

Institutional positions in Duckhorn Portfolio, Inc. as of Mar 31, 2023. 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
144
+12 vs. Q4 2022
Shares held
112.7M
+238.2K (+0.2%) vs. Q4 2022
Total value
$1.79B
−$71.6M (−3.8%) vs. Q4 2022
New holders
26
57 more added
Sold out
14
39 more reduced

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 144 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 heldQ1 2023: $1.79B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Duckhorn Portfolio, Inc.; share changes are against Q4 2022.

Institutions holding NAPA in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
TSG Consumer Partners LP68,550,853$1.09B38.18%00.0%Unchanged
Select Equity Group, L.P.6,514,388$103.6M0.39%−12,715−0.2%Reduced
Vanguard Group Inc4,461,006$70.9M0.00%−408,009−8.4%Reduced
BlackRock Inc.3,119,401$49.6M0.00%+104,738+3.5%Added
Wasatch Advisors Inc3,094,314$49.2M0.31%+17,643+0.6%Added
Massachusetts Financial Services Co2,520,381$40.1M0.01%+116,899+4.9%Added
Westwood Holdings Group Inc.1,983,045$31.5M0.28%+14,586+0.7%Added
Dimensional Fund Advisors LP1,673,417$26.6M0.01%+532,279+46.6%Added
American Century Companies Inc1,480,886$23.5M0.02%+194,490+15.1%Added
Driehaus Capital Management LLC1,461,143$23.2M0.33%−1,066,300−42.2%Reduced
Royal Bank of Canada1,329,670$21.1M0.01%+33,641+2.6%Added
Federated Hermes, Inc.1,200,000$19.1M0.05%−931,700−43.7%Reduced
Macquarie Group Ltd1,176,142$18.7M0.02%+17,972+1.6%Added
1832 Asset Management L.P.873,520$13.9M0.03%+228,522+35.4%Added
Geode Capital Management, LLC873,471$13.9M0.00%+112,797+14.8%Added
Allspring Global Investments Holdings, LLC811,126$12.9M0.02%+32,429+4.2%Added
Wellington Management Group LLP794,434$12.6M0.00%−38,890−4.7%Reduced
State Street Corp788,514$12.5M0.00%+67,240+9.3%Added
FMR LLC786,628$12.5M0.00%+289,945+58.4%Added
FIL Ltd687,397$10.9M0.01%−15,066−2.1%Reduced
Millennium Management LLC638,633$10.2M0.01%−285,909−30.9%Reduced
UBS Asset Management Americas Inc540,196$8.59M0.00%+540,196New
Morgan Stanley479,081$7.62M0.00%+5,828+1.2%Added
Rheos Capital Works Inc.439,000$6.98M0.39%00.0%Unchanged
SEI Investments Co394,737$6.28M0.01%+218,553+124.0%Added
Northern Trust Corp372,622$5.92M0.00%+5,546+1.5%Added
Goldman Sachs Group Inc341,804$5.43M0.00%+198,597+138.7%Added
Charles Schwab Investment Management Inc315,937$5.02M0.00%+454+0.1%Added
Bank of America Corp312,562$4.97M0.00%+263,163+532.7%Added
Chilton Investment Co LLC269,767$4.29M0.13%+26,462+10.9%Added
Assenagon Asset Management S.A.220,374$3.50M0.01%+160,528+268.2%Added
Renaissance Technologies LLC208,000$3.31M0.00%+85,500+69.8%Added
Two Sigma Advisers, LP205,300$3.26M0.01%−81,700−28.5%Reduced
Ameriprise Financial Inc176,849$2.81M0.00%+7,600+4.5%Added
Voloridge Investment Management, LLC174,435$2.77M0.01%+60,496+53.1%Added
Bank of New York Mellon Corp160,869$2.56M0.00%−1,275−0.8%Reduced
Wellington Shields Capital Management, LLC151,527$2.41M0.29%−10,907−6.7%Reduced
PPM America Inc131,819$2.10M10.14%00.0%Unchanged
Brookfield Asset Management Inc.129,152$2.05M0.01%+29,152+29.2%Added
HRT Financial LP126,617$2.01M0.02%+126,617New
Public Employees Retirement System of Ohio126,276$2.01M0.01%00.0%Unchanged
McMorgan & Co LLC124,398$1.98M0.41%+24,735+24.8%Added
Algert Global LLC121,820$1.94M0.09%+64,582+112.8%Added
Nuveen Asset Management, LLC105,219$1.67M0.00%−193,144−64.7%Reduced
JPMorgan Chase & Co103,090$1.64M0.00%+26,202+34.1%Added
Wellington Shields & Co., LLC99,555$1.58M0.35%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund97,500$1.55M0.01%−2,500−2.5%Reduced
Swiss National Bank87,000$1.38M0.00%−10,300−10.6%Reduced
Los Angeles Capital Management LLC84,449$1.34M0.01%+84,449New
VELA Investment Management, LLC67,407$1.07M0.49%+67,407New
Susquehanna International Group, LLP66,469$1.06M0.00%−3,034−4.4%Reduced
Trexquant Investment LP65,785$1.05M0.03%+43,807+199.3%Added
PDT Partners, LLC63,876$1.02M0.14%−35−0.1%Reduced
Walleye Capital LLC60,833$967.2K0.02%+60,833New
Dark Forest Capital Management LP57,851$919.8K0.22%+14,799+34.4%Added
Occudo Quantitative Strategies LP56,135$892.5K0.08%+17,961+47.1%Added
HSBC Holdings PLC56,642$890.7K0.00%+37,735+199.6%Added
Rhumbline Advisers54,397$865.0K0.00%+4,855+9.8%Added
Citigroup Inc52,105$828.5K0.00%+50,803+3,901.9%Added
California State Teachers Retirement System51,027$811.3K0.00%−787−1.5%Reduced
Engineers Gate Manager LP50,796$807.7K0.03%+50,796New
Invesco Ltd.49,905$793.5K0.00%+32,068+179.8%Added
B. Metzler seel. Sohn & Co. AG46,386$737.5K0.01%00.0%Unchanged
State of Wisconsin Investment Board45,678$726.3K0.00%+45,678New
Oppenheimer Asset Management Inc.41,880$665.9K0.01%−464−1.1%Reduced
Envestnet Asset Management Inc36,218$575.9K0.00%+6,753+22.9%Added
D. E. Shaw & Co., Inc.34,893$554.8K0.00%−3,521−9.2%Reduced
Credit Suisse AG33,028$525.1K0.00%+100.0%Added
Twinbeech Capital LP32,556$517.6K0.01%+32,556New
Alliancebernstein L.P.32,200$512.0K0.00%−4,600−12.5%Reduced
New York Life Investment Management LLC30,109$478.7K0.01%+30,109New
Southeast Asset Advisors Inc.28,977$460.7K0.07%+100.0%Added
Deutsche Bank AG28,048$446.0K0.00%−66,647−70.4%Reduced
Barclays PLC26,574$422.5K0.00%+7,398+38.6%Added
Balyasny Asset Management LLC24,660$392.1K0.00%−117,254−82.6%Reduced
Heritage Trust Co23,567$374.7K0.06%−25−0.1%Reduced
Cubist Systematic Strategies, LLC23,307$370.6K0.00%+23,307New
New York State Common Retirement Fund22,102$351.4K0.00%−3,650−14.2%Reduced
Voya Investment Management LLC22,012$350.0K0.00%+1,370+6.6%Added
MetLife Investment Management21,275$338.3K0.00%00.0%Unchanged
Dynamic Technology Lab Private Ltd21,262$338.0K0.03%+21,262New
Franklin Resources Inc20,595$327.5K0.00%−2,169−9.5%Reduced
American International Group, Inc.20,265$322.2K0.00%+403+2.0%Added
Victory Capital Management Inc19,734$313.8K0.00%+94+0.5%Added
First Trust Advisors LP18,837$299.5K0.00%−1,973−9.5%Reduced
Mirae Asset Global Investments Co., Ltd.18,445$293.3K0.00%00.0%Unchanged
AdvisorShares Investments LLC18,328$291.4K0.09%+6,000+48.7%Added
Squarepoint Ops LLC18,171$288.9K0.00%−1,213−6.3%Reduced
Jane Street Group, LLC17,208$273.6K0.00%+17,208New
Legal & General Group Plc17,134$272.4K0.00%+382+2.3%Added
Ergoteles LLC17,119$272.2K0.01%+17,119New
Manufacturers Life Insurance Company, The17,105$272.0K0.00%+91+0.5%Added
Janus Henderson Group PLC16,994$270.0K0.00%+16,994New
Bayesian Capital Management, LP16,454$261.6K0.03%+16,454New
AQR Capital Management LLC16,337$259.8K0.00%−2,270−12.2%Reduced
Toroso Investments, LLC14,355$228.0K0.01%+170+1.2%Added
Wells Fargo & Company13,022$207.1K0.00%+7,570+138.8%Added
Advisor Group Holdings, Inc.13,017$207.0K0.00%−1,110−7.9%Reduced
Arizona State Retirement System11,681$185.7K0.00%+306+2.7%Added
Patriot Financial Group Insurance Agency, LLC11,375$180.9K0.04%−750−6.2%Reduced