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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 2024

Institutional positions in Duckhorn Portfolio, Inc. as of Sep 30, 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

NAPA is no longer listed, so this page shows Q3 2024. 13F filings for later quarters list far fewer holders.

Institutional holders
161
+18 vs. Q2 2024
Shares held
110.7M
+2.01M (+1.9%) vs. Q2 2024
Total value
$642.9M
−$128.4M (−16.7%) vs. Q2 2024
New holders
42
53 more added
Sold out
24
43 more reduced

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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 2024: 161 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 2024: $642.9M
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 2024

Shares, value and share of portfolio for each institution holding Duckhorn Portfolio, Inc.; share changes are against Q2 2024.

Institutions holding NAPA in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Alliancebernstein L.P.61,940$359.9K0.00%00.0%Unchanged
LPL Financial LLC62,372$362.4K0.00%−9,920−13.7%Reduced
Two Sigma Investments, LP63,047$366.3K0.00%+48,976+348.1%Added
Two Sigma Advisers, LP63,900$371.3K0.00%−110,500−63.4%Reduced
Sherbrooke Park Advisers LLC66,013$383.5K0.09%+66,013New
Walleye Capital LLC66,025$383.6K0.00%−48,094−42.1%Reduced
Susquehanna International Group, LLP68,703$399.2K0.00%+9,485+16.0%Added
PDT Partners, LLC71,307$414.3K0.04%−82,909−53.8%Reduced
Stifel Financial Corp75,991$441.5K0.00%−1,218−1.6%Reduced
Invesco Ltd.81,142$471.4K0.00%−19,300−19.2%Reduced
Rhumbline Advisers81,504$473.5K0.00%+1,639+2.1%Added
Swiss National Bank102,200$593.8K0.00%00.0%Unchanged
Nichols & Pratt Advisers LLP104,000$599.0K0.04%+104,000New
Chilton Investment Co LLC105,000$610.0K0.02%−15,974−13.2%Reduced
Nordea Investment Management AB104,811$611.0K0.00%−1,705−1.6%Reduced
Gsa Capital Partners LLP106,758$620.0K0.05%+106,758New
Point72 Asset Management, L.P.112,119$651.4K0.00%+112,119New
Nuveen Asset Management, LLC117,793$684.4K0.00%00.0%Unchanged
Capstone Investment Advisors, LLC126,714$736.2K0.01%+126,714New
ExodusPoint Capital Management, LP128,958$749.0K0.01%+128,958New
Janney Montgomery Scott LLC131,587$765.0K0.00%+38,854+41.9%Added
Aquatic Capital Management LLC134,000$778.5K0.02%+133,800+66,900.0%Added
Janus Henderson Group PLC151,454$879.8K0.00%+43,248+40.0%Added
UBS Asset Management Americas Inc152,823$887.9K0.00%−10,131−6.2%Reduced
Select Equity Group, L.P.176,255$1.02M0.00%−5,740,454−97.0%Reduced
Bank of New York Mellon Corp193,729$1.13M0.00%−48,810−20.1%Reduced
Cambiar Investors LLC196,660$1.14M0.04%+207+0.1%Added
Raymond James & Associates200,086$1.16M0.00%−6,438−3.1%Reduced
Barclays PLC234,138$1.36M0.00%+159,668+214.4%Added
McMorgan & Co LLC250,708$1.46M0.22%00.0%Unchanged
Stokes Family Office, LLC257,250$1.49M0.16%+60,000+30.4%Added
Public Employees Retirement System of Ohio275,444$1.60M0.01%+76,342+38.3%Added
PPM America Inc293,262$1.70M15.29%00.0%Unchanged
Deutsche Bank AG319,163$1.85M0.00%00.0%Unchanged
Royal Bank of Canada319,331$1.85M0.00%−2,121,890−86.9%Reduced
Balyasny Asset Management LLC375,787$2.18M0.01%+312,392+492.8%Added
First Eagle Investment Management, LLC389,272$2.26M0.00%+11,800+3.1%Added
Atom Investors LP400,556$2.33M0.24%+400,556New
Charles Schwab Investment Management Inc407,060$2.37M0.00%+37,030+10.0%Added
Northern Trust Corp461,475$2.68M0.00%+21,413+4.9%Added
Oasis Management Co Ltd.465,255$2.70M0.99%+465,255New
Renaissance Technologies LLC476,464$2.77M0.00%+476,464New
Assenagon Asset Management S.A.656,297$3.81M0.01%−456,650−41.0%Reduced
Bank of America Corp858,801$4.99M0.00%+692,591+416.7%Added
Goldman Sachs Group Inc909,784$5.29M0.00%+565,074+163.9%Added
State Street Corp1,132,720$6.58M0.00%+10,122+0.9%Added
Geode Capital Management, LLC1,168,545$6.79M0.00%−32,889−2.7%Reduced
CastleKnight Management LP1,354,079$7.87M0.91%+323,100+31.3%Added
Ameriprise Financial Inc1,373,229$7.98M0.00%+524,031+61.7%Added
UBS Group AG1,397,029$8.12M0.00%+1,335,086+2,155.3%Added
Verition Fund Management LLC1,478,234$8.59M0.06%+265,255+21.9%Added
Hotchkis & Wiley Capital Management LLC1,483,900$8.62M0.03%−94,700−6.0%Reduced
Marshall Wace, LLP1,842,787$10.7M0.01%+1,487,972+419.4%Added
Medina Singh Partners, LLC2,263,815$13.2M4.93%+2,263,815New
Morgan Stanley2,485,943$14.4M0.00%+219,468+9.7%Added
River Road Asset Management, LLC3,312,046$19.2M0.25%+190,498+6.1%Added
Dimensional Fund Advisors LP3,342,665$19.4M0.00%+129,069+4.0%Added
BlackRock, Inc.4,098,655$23.8M0.00%+4,098,655New
Westwood Holdings Group Inc.4,638,264$26.9M0.11%+974,960+26.6%Added
Vanguard Group Inc5,466,014$31.8M0.00%+85,226+1.6%Added
TSG Consumer Partners LP61,795,016$359.0M68.24%00.0%Unchanged
Massachusetts Financial Services Co0$00.00%−3,831,391−100.0%Sold out
Invenomic Capital Management LP0$00.00%−441,931−100.0%Sold out
Jump Financial, LLC0$00.00%−128,995−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−126,584−100.0%Sold out
HRT Financial LP0$00.00%−102,519−100.0%Sold out
Southeast Asset Advisors Inc.0$00.00%−78,456−100.0%Sold out
Quantbot Technologies LP0$00.00%−74,440−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−63,291−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−49,741−100.0%Sold out
Nebula Research & Development LLC0$00.00%−39,834−100.0%Sold out
Quadrature Capital Ltd0$00.00%−34,084−100.0%Sold out
Simplicity Wealth,LLC0$00.00%−32,158−100.0%Sold out
Bleakley Financial Group, LLC0$00.00%−32,158−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−27,923−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−18,800−100.0%Sold out
Bessemer Group Inc0$00.00%−18,219−100.0%Sold out
Cerity Partners LLC0$00.00%−14,928−100.0%Sold out
Simon Quick Advisors, LLC0$00.00%−12,009−100.0%Sold out
Brinker Capital Investments, LLC0$00.00%−10,966−100.0%Sold out
Orion Portfolio Solutions, LLC0$00.00%−10,966−100.0%Sold out
Riverview Trust Co0$00.00%−2,582−100.0%Sold out
Advantage Trust Co0$00.00%−1,500−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−308−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−135−100.0%Sold out
BlackRock Inc.––––Not filed
Heritage Trust Co––––Not filed