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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 2023

Institutional positions in Duckhorn Portfolio, Inc. as of Sep 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
148
−10 vs. Q2 2023
Shares held
112.2M
+1.90M (+1.7%) vs. Q2 2023
Total value
$1.15B
−$280.8M (−19.6%) vs. Q2 2023
New holders
22
71 more added
Sold out
32
40 more reduced

Compare with Q2 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 holdersQ3 2023: 148 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 2023: $1.15B
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 2023

Shares, value and share of portfolio for each institution holding Duckhorn Portfolio, Inc.; share changes are against Q2 2023.

Institutions holding NAPA in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
TSG Consumer Partners LP61,795,016$634.0M32.78%00.0%Unchanged
Select Equity Group, L.P.7,208,711$74.0M0.31%+800,087+12.5%Added
Vanguard Group Inc4,855,487$49.8M0.00%+264,257+5.8%Added
BlackRock Inc.3,490,700$35.8M0.00%−168,641−4.6%Reduced
Massachusetts Financial Services Co3,418,767$35.1M0.01%+544,305+18.9%Added
Dimensional Fund Advisors LP3,323,061$34.1M0.01%+879,224+36.0%Added
Westwood Holdings Group Inc.2,543,141$26.1M0.24%+258,711+11.3%Added
FMR LLC2,458,073$25.2M0.00%+1,678,271+215.2%Added
Goldman Sachs Group Inc2,139,385$22.0M0.01%−453,197−17.5%Reduced
American Century Companies Inc1,647,477$16.9M0.01%+57,664+3.6%Added
Royal Bank of Canada1,548,570$15.9M0.00%+111,066+7.7%Added
Morgan Stanley1,462,216$15.0M0.00%−49,886−3.3%Reduced
Millennium Management LLC1,215,410$12.5M0.01%+439,846+56.7%Added
Wellington Management Group LLP1,081,027$11.1M0.00%+430,595+66.2%Added
1832 Asset Management L.P.1,010,472$10.4M0.02%+50,000+5.2%Added
Geode Capital Management, LLC954,808$9.80M0.00%+36,454+4.0%Added
State Street Corp912,555$9.36M0.00%+8,100+0.9%Added
Assenagon Asset Management S.A.851,549$8.74M0.03%+431,925+102.9%Added
Citadel Advisors LLC812,489$8.34M0.01%+187,749+30.1%Added
Federated Hermes, Inc.750,000$7.70M0.02%−250,000−25.0%Reduced
FIL Ltd687,397$7.05M0.01%00.0%Unchanged
Alyeska Investment Group, L.P.650,500$6.67M0.05%+175,000+36.8%Added
Two Sigma Advisers, LP460,700$4.73M0.01%+136,100+41.9%Added
Renaissance Technologies LLC425,400$4.37M0.01%+7,700+1.8%Added
Northern Trust Corp413,843$4.25M0.00%+5,476+1.3%Added
Charles Schwab Investment Management Inc332,573$3.41M0.00%+10,940+3.4%Added
Chilton Investment Co LLC305,857$3.14M0.10%+23,062+8.2%Added
PPM America Inc293,262$3.01M26.46%+149,915+104.6%Added
Two Sigma Investments, LP265,347$2.72M0.01%+5,573+2.1%Added
Algert Global LLC216,850$2.22M0.10%+10,820+5.3%Added
McMorgan & Co LLC210,873$2.16M0.40%+74,455+54.6%Added
Cambiar Investors LLC198,438$2.04M0.09%+198,438New
Squarepoint Ops LLC193,088$1.98M0.01%+22,811+13.4%Added
Bank of New York Mellon Corp175,681$1.80M0.00%+4,925+2.9%Added
Los Angeles Capital Management LLC175,483$1.80M0.01%+182+0.1%Added
Public Employees Retirement System of Ohio169,315$1.74M0.01%+14,990+9.7%Added
Connor, Clark & Lunn Investment Management Ltd.168,522$1.73M0.01%+83,404+98.0%Added
Putnam Investments LLC156,858$1.61M0.00%+156,858New
Jacobs Levy Equity Management, Inc156,522$1.61M0.01%+107,804+221.3%Added
Bank of America Corp155,181$1.59M0.00%−38,186−19.7%Reduced
D. E. Shaw & Co., Inc.139,809$1.43M0.00%−80,174−36.4%Reduced
Nordea Investment Management AB131,854$1.41M0.00%+240.0%Added
Vontobel Holding Ltd.130,079$1.33M0.01%+130,079New
Engineers Gate Manager LP114,969$1.18M0.04%−7,681−6.3%Reduced
Swiss National Bank114,000$1.17M0.00%+1,200+1.1%Added
Voloridge Investment Management, LLC110,408$1.13M0.01%−120,815−52.3%Reduced
Nuveen Asset Management, LLC103,393$1.06M0.00%−1,826−1.7%Reduced
Jump Financial, LLC93,870$963.1K0.04%−25,621−21.4%Reduced
Cornercap Investment Counsel Inc83,397$855.7K0.16%+83,397New
Healthcare of Ontario Pension Plan Trust Fund81,000$831.1K0.00%+8,000+11.0%Added
JPMorgan Chase & Co79,376$814.4K0.00%−51,345−39.3%Reduced
UBS Asset Management Americas Inc78,685$807.3K0.00%−461,511−85.4%Reduced
HSBC Holdings PLC75,518$798.2K0.00%−48,915−39.3%Reduced
First Trust Advisors LP72,617$745.0K0.00%+52,809+266.6%Added
Rhumbline Advisers67,261$690.1K0.00%+214+0.3%Added
California State Teachers Retirement System55,689$571.4K0.00%−4,535−7.5%Reduced
Barclays PLC55,400$568.4K0.00%+21,601+63.9%Added
Envestnet Asset Management Inc51,238$525.7K0.00%+11,705+29.6%Added
Wedbush Securities Inc48,925$502.0K0.02%+14,675+42.8%Added
Invesco Ltd.46,230$474.3K0.00%+27+0.1%Added
Legal & General Group Plc43,571$447.0K0.00%+8,843+25.5%Added
Credit Suisse AG42,652$437.6K0.00%−1,995−4.5%Reduced
Quantbot Technologies LP40,157$412.0K0.03%+1,375+3.5%Added
Alliancebernstein L.P.39,130$401.5K0.00%−6,600−14.4%Reduced
PDT Partners, LLC38,057$390.5K0.05%−16,219−29.9%Reduced
Cinctive Capital Management LP38,000$389.9K0.02%+38,000New
Gotham Asset Management, LLC36,309$372.5K0.01%+4,646+14.7%Added
Numerai GP LLC35,637$365.6K0.12%+11,527+47.8%Added
SG Americas Securities, LLC31,048$319.0K0.00%+31,048New
Southeast Asset Advisors Inc.28,421$291.6K0.04%−460−1.6%Reduced
Victory Capital Management Inc26,020$267.0K0.00%+14,436+124.6%Added
Manufacturers Life Insurance Company, The25,473$261.4K0.00%+6,685+35.6%Added
Susquehanna International Group, LLP23,675$242.9K0.00%−100,326−80.9%Reduced
Toroso Investments, LLC23,412$240.2K0.01%+2,307+10.9%Added
Heritage Trust Co23,200$238.0K0.04%+418+1.8%Added
Russell Investments Group, Ltd.23,143$237.4K0.00%+12,041+108.5%Added
New York Life Investment Management LLC22,393$229.8K0.00%−3,527−13.6%Reduced
MetLife Investment Management22,283$228.6K0.00%00.0%Unchanged
Mesirow Financial Investment Management, Inc.22,155$227.3K0.99%+22,155New
American International Group, Inc.21,919$224.9K0.00%+779+3.7%Added
State of Wisconsin Investment Board21,627$221.9K0.00%−38,273−63.9%Reduced
Deutsche Bank AG20,861$214.0K0.00%−212,706−91.1%Reduced
Quadrature Capital Ltd20,656$211.8K0.00%+20,656New
Dark Forest Capital Management LP19,676$201.9K0.02%−57,001−74.3%Reduced
Total Clarity Wealth Management, Inc.19,251$197.5K0.10%+9,144+90.5%Added
Versor Investments LP19,074$195.7K0.04%−9,698−33.7%Reduced
AQR Capital Management LLC18,624$191.1K0.00%+1,333+7.7%Added
Principal Financial Group Inc18,505$189.9K0.00%+5,833+46.0%Added
Mirae Asset Global Investments Co., Ltd.18,445$189.2K0.00%00.0%Unchanged
Qube Research & Technologies Ltd18,058$185.3K0.00%−178,747−90.8%Reduced
Voya Investment Management LLC17,601$180.6K0.00%−8,823−33.4%Reduced
Janus Henderson Group PLC17,016$174.6K0.00%+42+0.2%Added
Patriot Financial Group Insurance Agency, LLC16,275$167.0K0.03%+2,550+18.6%Added
New York State Common Retirement Fund15,398$158.0K0.00%+124+0.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)14,776$151.6K0.00%+2,225+17.7%Added
Arizona State Retirement System14,772$151.6K0.00%+209+1.4%Added
State of Wyoming14,368$147.4K0.03%+8,622+150.1%Added
Teacher Retirement System of Texas13,712$141.0K0.00%+1,938+16.5%Added
Prelude Capital Management, LLC13,633$139.9K0.01%−241−1.7%Reduced
Wells Fargo & Company13,424$137.7K0.00%−6,955−34.1%Reduced