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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 2023

Institutional positions in Duckhorn Portfolio, Inc. as of Jun 30, 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
158
+15 vs. Q1 2023
Shares held
110.3M
−2.41M (−2.1%) vs. Q1 2023
Total value
$1.43B
−$359.7M (−20.1%) vs. Q1 2023
New holders
35
74 more added
Sold out
20
32 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 2023: 158 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 2023: $1.43B
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 2023

Shares, value and share of portfolio for each institution holding Duckhorn Portfolio, Inc.; share changes are against Q1 2023.

Institutions holding NAPA in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
TSG Consumer Partners LP61,795,016$801.5M33.42%−6,755,837−9.9%Reduced
Select Equity Group, L.P.6,408,624$83.1M0.31%−105,764−1.6%Reduced
Vanguard Group Inc4,591,230$59.5M0.00%+130,224+2.9%Added
BlackRock Inc.3,659,341$47.5M0.00%+539,940+17.3%Added
Massachusetts Financial Services Co2,874,462$37.3M0.01%+354,081+14.0%Added
Goldman Sachs Group Inc2,592,582$33.6M0.01%+2,250,778+658.5%Added
Dimensional Fund Advisors LP2,443,837$31.7M0.01%+770,420+46.0%Added
Westwood Holdings Group Inc.2,284,430$29.6M0.27%+301,385+15.2%Added
American Century Companies Inc1,589,813$20.6M0.02%+108,927+7.4%Added
Morgan Stanley1,512,102$19.6M0.00%+1,033,021+215.6%Added
Royal Bank of Canada1,437,504$18.6M0.01%+107,834+8.1%Added
Federated Hermes, Inc.1,000,000$13.0M0.03%−200,000−16.7%Reduced
1832 Asset Management L.P.960,472$12.5M0.02%+86,952+10.0%Added
Geode Capital Management, LLC918,354$11.9M0.00%+44,883+5.1%Added
State Street Corp904,455$11.7M0.00%+115,941+14.7%Added
FMR LLC779,802$10.1M0.00%−6,826−0.9%Reduced
Millennium Management LLC775,564$10.1M0.01%+136,931+21.4%Added
FIL Ltd687,397$8.92M0.01%00.0%Unchanged
UBS Asset Management Americas Inc540,196$8.59M0.00%00.0%Unchanged
Wellington Management Group LLP650,432$8.44M0.00%−144,002−18.1%Reduced
Citadel Advisors LLC624,740$8.10M0.01%+619,770+12,470.2%Added
Driehaus Capital Management LLC590,313$7.66M0.10%−870,830−59.6%Reduced
Macquarie Group Ltd585,343$7.59M0.01%−590,799−50.2%Reduced
Alyeska Investment Group, L.P.475,500$6.17M0.05%+475,500New
Assenagon Asset Management S.A.419,624$5.44M0.02%+199,250+90.4%Added
Renaissance Technologies LLC417,700$5.42M0.01%+209,700+100.8%Added
Northern Trust Corp408,367$5.30M0.00%+35,745+9.6%Added
Allspring Global Investments Holdings, LLC391,328$5.08M0.01%−419,798−51.8%Reduced
Two Sigma Advisers, LP324,600$4.21M0.01%+119,300+58.1%Added
Charles Schwab Investment Management Inc321,633$4.17M0.00%+5,696+1.8%Added
Chilton Investment Co LLC282,795$3.67M0.11%+13,028+4.8%Added
Two Sigma Investments, LP259,774$3.37M0.01%+249,474+2,422.1%Added
Caas Capital Management LP240,000$3.11M1.49%+240,000New
Deutsche Bank AG233,567$3.03M0.00%+205,519+732.7%Added
Voloridge Investment Management, LLC231,223$3.00M0.01%+56,788+32.6%Added
Cubist Systematic Strategies, LLC231,178$3.00M0.03%+207,871+891.9%Added
D. E. Shaw & Co., Inc.219,983$2.85M0.00%+185,090+530.5%Added
Algert Global LLC206,030$2.67M0.12%+84,210+69.1%Added
Qube Research & Technologies Ltd196,805$2.55M0.01%+196,805New
Bank of America Corp193,367$2.51M0.00%−119,195−38.1%Reduced
Los Angeles Capital Management LLC175,301$2.27M0.01%+90,852+107.6%Added
Bank of New York Mellon Corp170,756$2.21M0.00%+9,887+6.1%Added
Squarepoint Ops LLC170,277$2.21M0.01%+152,106+837.1%Added
Public Employees Retirement System of Ohio154,325$2.00M0.01%+28,049+22.2%Added
Polar Asset Management Partners Inc.147,100$1.91M0.04%+147,100New
PPM America Inc143,347$1.86M24.42%+11,528+8.7%Added
McMorgan & Co LLC136,418$1.77M0.33%+12,020+9.7%Added
Nordea Investment Management AB131,830$1.72M0.00%+131,830New
Wellington Shields Capital Management, LLC131,585$1.71M0.21%−19,942−13.2%Reduced
JPMorgan Chase & Co130,721$1.70M0.00%+27,631+26.8%Added
Gsa Capital Partners LLP130,671$1.70M0.17%+130,671New
Marshall Wace, LLP126,631$1.64M0.00%+126,631New
HSBC Holdings PLC124,433$1.63M0.00%+67,791+119.7%Added
Susquehanna International Group, LLP124,001$1.61M0.00%+57,532+86.6%Added
Engineers Gate Manager LP122,650$1.59M0.06%+71,854+141.5%Added
Jump Financial, LLC119,491$1.55M0.06%+119,491New
Swiss National Bank112,800$1.46M0.00%+25,800+29.7%Added
Ameriprise Financial Inc109,816$1.42M0.00%−67,033−37.9%Reduced
Nuveen Asset Management, LLC105,219$1.36M0.00%00.0%Unchanged
Trexquant Investment LP100,864$1.31M0.03%+35,079+53.3%Added
SEI Investments Co93,135$1.21M0.00%−301,602−76.4%Reduced
UBS Group AG91,174$1.18M0.00%+81,612+853.5%Added
Jane Street Group, LLC87,629$1.14M0.00%+70,421+409.2%Added
Connor, Clark & Lunn Investment Management Ltd.85,118$1.10M0.01%+85,118New
Davidson Kempner Capital Management LP76,716$995.0K0.02%+76,716New
Dark Forest Capital Management LP76,677$994.5K0.10%+18,826+32.5%Added
Healthcare of Ontario Pension Plan Trust Fund73,000$946.8K0.00%−24,500−25.1%Reduced
VELA Investment Management, LLC67,407$874.3K0.40%00.0%Unchanged
Rhumbline Advisers67,047$869.6K0.00%+12,650+23.3%Added
California State Teachers Retirement System60,224$781.1K0.00%+9,197+18.0%Added
Wellington Shields & Co., LLC59,994$778.1K0.18%−39,561−39.7%Reduced
State of Wisconsin Investment Board59,900$776.9K0.00%+14,222+31.1%Added
PDT Partners, LLC54,276$704.0K0.10%−9,600−15.0%Reduced
HRT Financial LP52,545$681.0K0.01%−74,072−58.5%Reduced
Aigen Investment Management, LP51,887$673.0K0.10%+51,887New
Jacobs Levy Equity Management, Inc48,718$631.9K0.00%+48,718New
Nebula Research & Development LLC47,448$615.4K0.47%+37,080+357.6%Added
Invesco Ltd.46,203$599.3K0.00%−3,702−7.4%Reduced
Alliancebernstein L.P.45,730$593.1K0.00%+13,530+42.0%Added
Credit Suisse AG44,647$579.1K0.00%+11,619+35.2%Added
Aquatic Capital Management LLC41,300$536.0K0.03%+33,000+397.6%Added
Dynamic Technology Lab Private Ltd39,580$513.0K0.06%+18,318+86.2%Added
Envestnet Asset Management Inc39,533$512.7K0.00%+3,315+9.2%Added
Quantbot Technologies LP38,782$503.0K0.03%+38,782New
Legal & General Group Plc34,728$450.4K0.00%+17,594+102.7%Added
Wedbush Securities Inc34,250$444.0K0.02%+34,250New
Balyasny Asset Management LLC33,875$439.4K0.00%+9,215+37.4%Added
Barclays PLC33,799$438.4K0.00%+7,225+27.2%Added
Gotham Asset Management, LLC31,663$410.7K0.01%+31,663New
Southeast Asset Advisors Inc.28,881$374.6K0.05%−96−0.3%Reduced
Versor Investments LP28,772$373.2K0.06%+28,772New
Voya Investment Management LLC26,424$342.7K0.00%+4,412+20.0%Added
New York Life Investment Management LLC25,920$336.2K0.00%−4,189−13.9%Reduced
Numerai GP LLC24,110$312.7K0.06%+24,110New
Heritage Trust Co22,782$295.5K0.04%−785−3.3%Reduced
Citigroup Inc22,287$289.1K0.00%−29,818−57.2%Reduced
MetLife Investment Management22,283$289.0K0.00%+1,008+4.7%Added
MQS Management LLC21,450$278.2K0.19%+21,450New
American International Group, Inc.21,140$274.2K0.00%+875+4.3%Added
Toroso Investments, LLC21,105$274.0K0.01%+6,750+47.0%Added