Jeff Yass’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-18,700
Closed -$109K 13516
2024
Q3
$109K Sell
18,700
-2,500
-12% -$16.4K ﹤0.01% 11002
2024
Q2
$151K Sell
21,200
-16,300
-43% -$131K ﹤0.01% 10690
2024
Q1
$349K Sell
37,500
-28,800
-43% -$264K ﹤0.01% 9352
2023
Q4
$653K Buy
+66,300
New +$670K ﹤0.01% 8025
2023
Q3
Sell
-33,100
Closed -$429K 13206
2023
Q2
$429K Sell
33,100
-66,300
-67% -$940K ﹤0.01% 8668
2023
Q1
$1.58M Buy
99,400
+46,400
+88% +$730K ﹤0.01% 5680
2022
Q4
$878K Sell
53,000
-95,300
-64% -$1.47M ﹤0.01% 6471
2022
Q3
$2.14M Buy
148,300
+104,000
+235% +$1.86M ﹤0.01% 4781
2022
Q2
$933K Sell
44,300
-31,900
-42% -$626K ﹤0.01% 6698
2022
Q1
$1.39M Buy
76,200
+36,600
+92% +$715K ﹤0.01% 6338
2021
Q4
$924K Sell
39,600
-136,500
-78% -$2.84M ﹤0.01% 7516
2021
Q3
$4.03M Buy
+176,100
New +$3.84M ﹤0.01% 4337

Other funds holding NAPA

Jeff Yass's NAPA Position: Q4 2024 in Review

Jeff Yass sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 68,703 shares — an estimated $399K sold.

Jeff Yass first reported a position in NAPA in Q1 2021 and held it in 14 quarters. The position peaked at $3.88M in Q3 2022. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

  • Jeff Yass reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
  • Jeff Yass sold 68,703 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $399K.
  • Jeff Yass first reported a position in The Duckhorn Portfolio, Inc. in Q1 2021 and held it in 14 quarters.
  • Jeff Yass's The Duckhorn Portfolio, Inc. position peaked at $3.88M in Q3 2022.
  • 1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Susquehanna International Group's 13F filing for Q4 2024, filed 14 Feb 2025.