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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 2023

Institutional positions in Duckhorn Portfolio, Inc. as of Dec 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
152
+5 vs. Q3 2023
Shares held
112.3M
+75.6K (+0.1%) vs. Q3 2023
Total value
$1.11B
−$45.3M (−3.9%) vs. Q3 2023
New holders
32
61 more added
Sold out
27
39 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 152 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 2023: $1.11B
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 2023

Shares, value and share of portfolio for each institution holding Duckhorn Portfolio, Inc.; share changes are against Q3 2023.

Institutions holding NAPA in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
TSG Consumer Partners LP61,795,016$608.7M28.78%00.0%Unchanged
Select Equity Group, L.P.8,406,491$82.8M0.31%+1,197,780+16.6%Added
Vanguard Group Inc5,084,138$50.1M0.00%+228,651+4.7%Added
Massachusetts Financial Services Co3,751,059$36.9M0.01%+332,292+9.7%Added
Dimensional Fund Advisors LP3,577,702$35.2M0.01%+254,641+7.7%Added
BlackRock Inc.3,545,134$34.9M0.00%+54,434+1.6%Added
Westwood Holdings Group Inc.3,368,871$33.2M0.28%+825,730+32.5%Added
FIL Ltd2,277,397$22.4M0.02%+1,590,000+231.3%Added
Morgan Stanley2,141,817$21.1M0.00%+679,601+46.5%Added
Royal Bank of Canada1,642,326$16.2M0.00%+93,756+6.1%Added
American Century Companies Inc1,408,943$13.9M0.01%−238,534−14.5%Reduced
Geode Capital Management, LLC996,870$9.82M0.00%+42,062+4.4%Added
State Street Corp963,653$9.49M0.00%+51,098+5.6%Added
Assenagon Asset Management S.A.921,070$9.07M0.03%+69,521+8.2%Added
1832 Asset Management L.P.845,596$8.33M0.02%−164,876−16.3%Reduced
CastleKnight Management LP672,292$6.62M1.06%+672,292New
FMR LLC559,029$5.51M0.00%−1,899,044−77.3%Reduced
Citadel Advisors LLC537,489$5.29M0.01%−275,000−33.8%Reduced
Goldman Sachs Group Inc440,253$4.34M0.00%−1,699,132−79.4%Reduced
Marshall Wace, LLP422,237$4.16M0.01%+422,237New
Chilton Investment Co LLC412,041$4.06M0.12%+106,184+34.7%Added
Northern Trust Corp409,871$4.04M0.00%−3,972−1.0%Reduced
Renaissance Technologies LLC404,234$3.98M0.01%−21,166−5.0%Reduced
Two Sigma Advisers, LP378,300$3.73M0.01%−82,400−17.9%Reduced
Charles Schwab Investment Management Inc336,758$3.32M0.00%+4,185+1.3%Added
Kennedy Capital Management, Inc.324,102$3.19M0.07%+324,102New
Deutsche Bank AG316,010$3.11M0.00%+295,149+1,414.8%Added
PPM America Inc293,262$2.89M25.52%00.0%Unchanged
Gsa Capital Partners LLP230,426$2.27M0.19%+230,426New
Public Employees Retirement System of Ohio226,581$2.23M0.01%+57,266+33.8%Added
Millennium Management LLC220,943$2.18M0.00%−994,467−81.8%Reduced
McMorgan & Co LLC219,838$2.17M0.36%+8,965+4.3%Added
First Trust Advisors LP212,950$2.10M0.00%+140,333+193.3%Added
Voloridge Investment Management, LLC211,968$2.09M0.01%+101,560+92.0%Added
Bank of New York Mellon Corp210,492$2.07M0.00%+34,811+19.8%Added
Verition Fund Management LLC210,313$2.07M0.02%+200,084+1,956.0%Added
Cambiar Investors LLC198,438$1.95M0.08%00.0%Unchanged
Two Sigma Investments, LP198,255$1.95M0.00%−67,092−25.3%Reduced
Putnam Investments LLC156,858$1.55M0.00%00.0%Unchanged
Bank of America Corp151,084$1.49M0.00%−4,097−2.6%Reduced
Vontobel Holding Ltd.150,962$1.49M0.01%+20,883+16.1%Added
Dark Forest Capital Management LP139,288$1.37M0.21%+119,612+607.9%Added
Jacobs Levy Equity Management, Inc139,222$1.37M0.01%−17,300−11.1%Reduced
Jump Financial, LLC139,204$1.37M0.04%+45,334+48.3%Added
JPMorgan Chase & Co132,292$1.30M0.00%+52,916+66.7%Added
Tudor Investment Corp Et Al130,426$1.28M0.02%+130,426New
Nordea Investment Management AB124,997$1.23M0.00%−6,857−5.2%Reduced
First Eagle Investment Management, LLC110,000$1.08M0.00%+110,000New
Nuveen Asset Management, LLC104,557$1.03M0.00%+1,164+1.1%Added
PDT Partners, LLC102,608$1.01M0.11%+64,551+169.6%Added
Swiss National Bank102,200$1.01M0.00%−11,800−10.4%Reduced
Credit Suisse AG90,456$891.0K0.00%+47,804+112.1%Added
UBS Group AG89,411$880.7K0.00%+81,373+1,012.4%Added
UBS Asset Management Americas Inc82,865$816.2K0.00%+4,180+5.3%Added
Barclays PLC80,620$794.1K0.00%+25,220+45.5%Added
Cinctive Capital Management LP79,102$779.2K0.05%+41,102+108.2%Added
Stifel Financial Corp77,270$761.1K0.00%+77,270New
Jane Street Group, LLC75,539$744.1K0.00%+64,128+562.0%Added
Rhumbline Advisers67,915$669.0K0.00%+654+1.0%Added
Southeast Asset Advisors Inc.67,291$662.8K0.09%+38,870+136.8%Added
Squarepoint Ops LLC65,365$643.8K0.00%−127,723−66.1%Reduced
D. E. Shaw & Co., Inc.63,576$626.2K0.00%−76,233−54.5%Reduced
Occudo Quantitative Strategies LP60,449$595.4K0.08%+60,449New
Total Clarity Wealth Management, Inc.55,940$551.0K0.23%+36,689+190.6%Added
California State Teachers Retirement System53,353$525.5K0.00%−2,336−4.2%Reduced
Quantbot Technologies LP52,481$516.9K0.03%+12,324+30.7%Added
Lombard Odier Asset Management (USA) Corp49,917$491.7K0.07%+49,917New
Invesco Ltd.49,066$483.3K0.00%+2,836+6.1%Added
Connor, Clark & Lunn Investment Management Ltd.46,650$459.5K0.00%−121,872−72.3%Reduced
Wedbush Securities Inc45,995$453.0K0.02%−2,930−6.0%Reduced
Legal & General Group Plc43,571$429.2K0.00%00.0%Unchanged
Numerai GP LLC41,401$407.8K0.14%+5,764+16.2%Added
Envestnet Asset Management Inc37,221$366.6K0.00%−14,017−27.4%Reduced
Alliancebernstein L.P.31,030$305.6K0.00%−8,100−20.7%Reduced
PEAK6 Investments LLC30,423$299.7K0.01%+30,423New
Susquehanna International Group, LLP28,310$278.9K0.00%+4,635+19.6%Added
Aristides Capital LLC27,148$267.4K0.13%+27,148New
AdvisorShares Investments LLC26,998$265.9K0.06%+15,000+125.0%Added
Manufacturers Life Insurance Company, The25,505$251.2K0.00%+32+0.1%Added
AQR Capital Management LLC24,793$244.2K0.00%+6,169+33.1%Added
State of Wisconsin Investment Board23,421$230.7K0.00%+1,794+8.3%Added
Aigen Investment Management, LP22,899$225.6K0.04%+10,032+78.0%Added
SG Americas Securities, LLC22,414$221.0K0.00%−8,634−27.8%Reduced
Principal Financial Group Inc22,381$220.5K0.00%+3,876+20.9%Added
Mesirow Financial Investment Management, Inc.22,155$220.1K0.01%00.0%Unchanged
MetLife Investment Management22,283$219.5K0.00%00.0%Unchanged
New York Life Investment Management LLC21,888$215.6K0.00%−505−2.3%Reduced
American International Group, Inc.21,831$215.0K0.00%−88−0.4%Reduced
Isthmus Partners, LLC21,789$214.6K0.03%+21,789New
Axq Capital, LP20,702$203.9K0.05%+20,702New
Teacher Retirement System of Texas20,483$202.0K0.00%+6,771+49.4%Added
Mirae Asset Global Investments Co., Ltd.18,445$181.7K0.00%00.0%Unchanged
Wells Fargo & Company18,146$178.7K0.00%+4,722+35.2%Added
Voya Investment Management LLC17,601$173.4K0.00%00.0%Unchanged
Bessemer Group Inc17,245$170.0K0.00%+5,832+51.1%Added
Janus Henderson Group PLC16,973$167.1K0.00%−43−0.3%Reduced
Allspring Global Investments Holdings, LLC16,901$166.5K0.00%+4,762+39.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)16,709$164.6K0.00%+1,933+13.1%Added
Victory Capital Management Inc16,546$163.0K0.00%−9,474−36.4%Reduced
Heritage Trust Co16,530$162.8K0.02%−6,670−28.7%Reduced