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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
Ameriprise Financial Inc109,816$1.42M0.00%−67,033−37.9%Reduced
Swiss National Bank112,800$1.46M0.00%+25,800+29.7%Added
Jump Financial, LLC119,491$1.55M0.06%+119,491New
Engineers Gate Manager LP122,650$1.59M0.06%+71,854+141.5%Added
Susquehanna International Group, LLP124,001$1.61M0.00%+57,532+86.6%Added
HSBC Holdings PLC124,433$1.63M0.00%+67,791+119.7%Added
Marshall Wace, LLP126,631$1.64M0.00%+126,631New
Gsa Capital Partners LLP130,671$1.70M0.17%+130,671New
JPMorgan Chase & Co130,721$1.70M0.00%+27,631+26.8%Added
Wellington Shields Capital Management, LLC131,585$1.71M0.21%−19,942−13.2%Reduced
Nordea Investment Management AB131,830$1.72M0.00%+131,830New
McMorgan & Co LLC136,418$1.77M0.33%+12,020+9.7%Added
PPM America Inc143,347$1.86M24.42%+11,528+8.7%Added
Polar Asset Management Partners Inc.147,100$1.91M0.04%+147,100New
Public Employees Retirement System of Ohio154,325$2.00M0.01%+28,049+22.2%Added
Squarepoint Ops LLC170,277$2.21M0.01%+152,106+837.1%Added
Bank of New York Mellon Corp170,756$2.21M0.00%+9,887+6.1%Added
Los Angeles Capital Management LLC175,301$2.27M0.01%+90,852+107.6%Added
Bank of America Corp193,367$2.51M0.00%−119,195−38.1%Reduced
Qube Research & Technologies Ltd196,805$2.55M0.01%+196,805New
Algert Global LLC206,030$2.67M0.12%+84,210+69.1%Added
D. E. Shaw & Co., Inc.219,983$2.85M0.00%+185,090+530.5%Added
Cubist Systematic Strategies, LLC231,178$3.00M0.03%+207,871+891.9%Added
Voloridge Investment Management, LLC231,223$3.00M0.01%+56,788+32.6%Added
Deutsche Bank AG233,567$3.03M0.00%+205,519+732.7%Added
Caas Capital Management LP240,000$3.11M1.49%+240,000New
Two Sigma Investments, LP259,774$3.37M0.01%+249,474+2,422.1%Added
Chilton Investment Co LLC282,795$3.67M0.11%+13,028+4.8%Added
Charles Schwab Investment Management Inc321,633$4.17M0.00%+5,696+1.8%Added
Two Sigma Advisers, LP324,600$4.21M0.01%+119,300+58.1%Added
Allspring Global Investments Holdings, LLC391,328$5.08M0.01%−419,798−51.8%Reduced
Northern Trust Corp408,367$5.30M0.00%+35,745+9.6%Added
Renaissance Technologies LLC417,700$5.42M0.01%+209,700+100.8%Added
Assenagon Asset Management S.A.419,624$5.44M0.02%+199,250+90.4%Added
Alyeska Investment Group, L.P.475,500$6.17M0.05%+475,500New
Macquarie Group Ltd585,343$7.59M0.01%−590,799−50.2%Reduced
Driehaus Capital Management LLC590,313$7.66M0.10%−870,830−59.6%Reduced
Citadel Advisors LLC624,740$8.10M0.01%+619,770+12,470.2%Added
Wellington Management Group LLP650,432$8.44M0.00%−144,002−18.1%Reduced
UBS Asset Management Americas Inc540,196$8.59M0.00%00.0%Unchanged
FIL Ltd687,397$8.92M0.01%00.0%Unchanged
Millennium Management LLC775,564$10.1M0.01%+136,931+21.4%Added
FMR LLC779,802$10.1M0.00%−6,826−0.9%Reduced
State Street Corp904,455$11.7M0.00%+115,941+14.7%Added
Geode Capital Management, LLC918,354$11.9M0.00%+44,883+5.1%Added
1832 Asset Management L.P.960,472$12.5M0.02%+86,952+10.0%Added
Federated Hermes, Inc.1,000,000$13.0M0.03%−200,000−16.7%Reduced
Royal Bank of Canada1,437,504$18.6M0.01%+107,834+8.1%Added
Morgan Stanley1,512,102$19.6M0.00%+1,033,021+215.6%Added
American Century Companies Inc1,589,813$20.6M0.02%+108,927+7.4%Added
Westwood Holdings Group Inc.2,284,430$29.6M0.27%+301,385+15.2%Added
Dimensional Fund Advisors LP2,443,837$31.7M0.01%+770,420+46.0%Added
Goldman Sachs Group Inc2,592,582$33.6M0.01%+2,250,778+658.5%Added
Massachusetts Financial Services Co2,874,462$37.3M0.01%+354,081+14.0%Added
BlackRock Inc.3,659,341$47.5M0.00%+539,940+17.3%Added
Vanguard Group Inc4,591,230$59.5M0.00%+130,224+2.9%Added
Select Equity Group, L.P.6,408,624$83.1M0.31%−105,764−1.6%Reduced
TSG Consumer Partners LP61,795,016$801.5M33.42%−6,755,837−9.9%Reduced
Wasatch Advisors Inc0$00.00%−3,094,314−100.0%Sold out
Rheos Capital Works Inc.0$00.00%−439,000−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−129,152−100.0%Sold out
B. Metzler seel. Sohn & Co. AG0$00.00%−46,386−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−41,880−100.0%Sold out
Twinbeech Capital LP0$00.00%−32,556−100.0%Sold out
Ergoteles LLC0$00.00%−17,119−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−16,454−100.0%Sold out
SG Americas Securities, LLC0$00.00%−11,311−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−10,800−100.0%Sold out
Milestone Investment Advisors LLC0$00.00%−1,000−100.0%Sold out
Benjamin F. Edwards & Company, Inc.0$00.00%−250−100.0%Sold out
US Bancorp0$00.00%−205−100.0%Sold out
Farmers & Merchants Investments Inc0$00.00%−101−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−36−100.0%Sold out
Ellevest, Inc.0$00.00%−13−100.0%Sold out
Schubert & Co0$00.00%−5−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−1−100.0%Sold out
Larson Financial Group LLC0$00.00%−1−100.0%Sold out
Steward Financial Group LLC0$00.00%−6−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC––––Not filed