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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 2024

Institutional positions in Duckhorn Portfolio, Inc. as of Mar 31, 2024. 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
147
−4 vs. Q4 2023
Shares held
112.1M
−20.3K (0.0%) vs. Q4 2023
Total value
$1.04B
−$60.6M (−5.5%) vs. Q4 2023
New holders
32
51 more added
Sold out
36
44 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 147 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 2024: $1.04B
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 2024

Shares, value and share of portfolio for each institution holding Duckhorn Portfolio, Inc.; share changes are against Q4 2023.

Institutions holding NAPA in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
TSG Consumer Partners LP61,795,016$575.3M36.33%00.0%Unchanged
Select Equity Group, L.P.8,249,088$76.8M0.28%−157,403−1.9%Reduced
Vanguard Group Inc5,274,221$49.1M0.00%+190,083+3.7%Added
BlackRock Inc.3,983,509$37.1M0.00%+438,375+12.4%Added
Massachusetts Financial Services Co3,733,353$34.8M0.01%−17,706−0.5%Reduced
Westwood Holdings Group Inc.3,523,191$32.8M0.26%+154,320+4.6%Added
Dimensional Fund Advisors LP3,376,303$31.4M0.01%−201,399−5.6%Reduced
Morgan Stanley2,102,999$19.6M0.00%−38,818−1.8%Reduced
Royal Bank of Canada2,074,581$19.3M0.00%+432,255+26.3%Added
Hotchkis & Wiley Capital Management LLC1,337,450$12.5M0.04%+1,337,450New
Assenagon Asset Management S.A.1,299,972$12.1M0.03%+378,902+41.1%Added
Geode Capital Management, LLC1,133,045$10.6M0.00%+136,175+13.7%Added
CastleKnight Management LP1,085,761$10.1M1.49%+413,469+61.5%Added
State Street Corp1,037,623$9.66M0.00%+73,970+7.7%Added
River Road Asset Management, LLC805,832$7.50M0.10%+805,832New
Goldman Sachs Group Inc676,304$6.30M0.00%+236,051+53.6%Added
Verition Fund Management LLC587,163$5.47M0.05%+376,850+179.2%Added
FMR LLC493,568$4.60M0.00%−65,461−11.7%Reduced
Kennedy Capital Management, Inc.457,681$4.26M0.09%+133,579+41.2%Added
Northern Trust Corp434,922$4.05M0.00%+25,051+6.1%Added
Charles Schwab Investment Management Inc362,086$3.37M0.00%+25,328+7.5%Added
First Eagle Investment Management, LLC358,972$3.34M0.01%+248,972+226.3%Added
Citadel Advisors LLC349,062$3.25M0.00%−188,427−35.1%Reduced
First Trust Advisors LP344,112$3.20M0.00%+131,162+61.6%Added
Deutsche Bank AG316,010$2.94M0.00%00.0%Unchanged
PPM America Inc293,262$2.73M18.23%00.0%Unchanged
Balyasny Asset Management LLC260,854$2.43M0.01%+260,854New
Two Sigma Advisers, LP250,500$2.33M0.01%−127,800−33.8%Reduced
McMorgan & Co LLC229,278$2.13M0.37%+9,440+4.3%Added
UBS Group AG224,867$2.09M0.00%+135,456+151.5%Added
Voloridge Investment Management, LLC222,441$2.07M0.01%+10,473+4.9%Added
Bank of New York Mellon Corp209,515$1.95M0.00%−977−0.5%Reduced
Public Employees Retirement System of Ohio199,102$1.85M0.01%−27,479−12.1%Reduced
Cambiar Investors LLC196,453$1.83M0.07%−1,985−1.0%Reduced
Jane Street Group, LLC189,889$1.77M0.00%+114,350+151.4%Added
PDT Partners, LLC184,883$1.72M0.16%+82,275+80.2%Added
JPMorgan Chase & Co182,747$1.70M0.00%+50,455+38.1%Added
Ameriprise Financial Inc175,774$1.64M0.00%+175,774New
Bank of America Corp175,411$1.63M0.00%+24,327+16.1%Added
Capstone Investment Advisors, LLC148,948$1.39M0.03%+148,948New
Stokes Family Office, LLC134,750$1.25M0.16%+134,750New
Two Sigma Investments, LP133,971$1.25M0.00%−64,284−32.4%Reduced
Point72 Asset Management, L.P.131,100$1.22M0.00%+114,700+699.4%Added
Nordea Investment Management AB123,028$1.14M0.00%−1,969−1.6%Reduced
Chilton Investment Co LLC120,974$1.13M0.03%−291,067−70.6%Reduced
Vontobel Holding Ltd.118,786$1.11M0.01%−32,176−21.3%Reduced
Nuveen Asset Management, LLC117,793$1.10M0.00%+13,236+12.7%Added
Barclays PLC105,548$982.7K0.00%+24,928+30.9%Added
Swiss National Bank102,200$951.5K0.00%00.0%Unchanged
Jump Financial, LLC101,036$940.6K0.03%−38,168−27.4%Reduced
Quantbot Technologies LP97,556$908.2K0.05%+45,075+85.9%Added
Janney Montgomery Scott LLC94,332$878.0K0.00%+94,332New
Credit Suisse AG90,456$842.1K0.00%00.0%Unchanged
Janus Henderson Group PLC90,308$840.5K0.00%+73,335+432.1%Added
Envestnet Asset Management Inc90,094$838.8K0.00%+52,873+142.1%Added
Renaissance Technologies LLC89,000$829.0K0.00%−315,234−78.0%Reduced
Susquehanna International Group, LLP88,227$821.4K0.00%+59,917+211.6%Added
Invesco Ltd.83,261$775.2K0.00%+34,195+69.7%Added
UBS Asset Management Americas Inc82,865$771.5K0.00%00.0%Unchanged
Total Clarity Wealth Management, Inc.80,366$748.2K0.26%+24,426+43.7%Added
Southeast Asset Advisors Inc.79,201$737.4K0.09%+11,910+17.7%Added
Stifel Financial Corp75,960$707.2K0.00%−1,310−1.7%Reduced
Rhumbline Advisers74,368$692.4K0.00%+6,453+9.5%Added
Gsa Capital Partners LLP73,922$688.0K0.05%−156,504−67.9%Reduced
Landscape Capital Management, L.L.C.71,083$661.8K0.06%+71,083New
Dark Forest Capital Management LP67,891$632.1K0.11%−71,397−51.3%Reduced
LPL Financial LLC64,614$601.6K0.00%+64,614New
Walleye Capital LLC63,153$588.0K0.01%+63,153New
Moloney Securities Asset Management, LLC55,264$514.5K0.08%+55,264New
California State Teachers Retirement System52,050$484.6K0.00%−1,303−2.4%Reduced
Wedbush Securities Inc50,700$472.0K0.02%+4,705+10.2%Added
SEI Investments Co50,264$468.0K0.00%+50,264New
Alliancebernstein L.P.46,590$433.8K0.00%+15,560+50.1%Added
Occudo Quantitative Strategies LP45,124$420.1K0.07%−15,325−25.4%Reduced
Legal & General Group Plc44,157$411.1K0.00%+586+1.3%Added
New York Life Investment Management LLC39,576$368.5K0.00%+17,688+80.8%Added
Keeley-Teton Advisors, LLC34,026$316.8K0.04%+34,026New
Quadrature Capital Ltd33,883$315.1K0.01%+33,883New
Nebula Research & Development LLC31,767$295.8K0.06%+31,767New
Cerity Partners LLC31,380$292.1K0.00%+31,380New
Mirae Asset Global Investments Co., Ltd.18,445$287.0K0.00%00.0%Unchanged
Soviero Asset Management, LP30,000$279.3K0.19%+30,000New
Wells Fargo & Company28,924$269.3K0.00%+10,778+59.4%Added
MetLife Investment Management28,216$262.7K0.00%+5,933+26.6%Added
Engineers Gate Manager LP28,040$261.1K0.01%+28,040New
American International Group, Inc.26,298$244.8K0.00%+4,467+20.5%Added
D. E. Shaw & Co., Inc.23,590$219.6K0.00%−39,986−62.9%Reduced
Numerai GP LLC22,521$209.7K0.09%−18,880−45.6%Reduced
Isthmus Partners, LLC21,789$202.9K0.02%00.0%Unchanged
AdvisorShares Investments LLC19,256$179.3K0.03%−7,742−28.7%Reduced
Bessemer Group Inc18,750$175.0K0.00%+1,505+8.7%Added
Manufacturers Life Insurance Company, The18,546$172.7K0.00%−6,959−27.3%Reduced
Allspring Global Investments Holdings, LLC18,456$171.8K0.00%+1,555+9.2%Added
Millennium Management LLC17,160$159.8K0.00%−203,783−92.2%Reduced
Group One Trading, L.P.16,199$150.8K0.01%+16,199New
Price T Rowe Associates Inc15,216$142.0K0.00%+4,170+37.8%Added
New York State Common Retirement Fund15,127$140.8K0.00%−181−1.2%Reduced
American Century Companies Inc14,729$137.1K0.00%−1,394,214−99.0%Reduced
Simplicity Wealth,LLC14,614$136.1K0.00%+14,614New
Bleakley Financial Group, LLC14,614$136.1K0.00%+14,614New