SEC 13F Intelligence

Tsg Consumer Partners LP / NAPA1USD

Tsg Consumer Partners LP’s Duckhorn Portfolio Inc Position

Does Tsg Consumer Partners LP own Duckhorn Portfolio Inc (NAPA1USD)? Not currently — the last reported position was 61.80M shares worth $359M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$359M
Q3 2024
Shares
61.80M
% of Portfolio
+68.24%
Quarters Held
12
position exited

Position History NAPA1USD

Reported value by quarter
Q4 ’21: $1.7BQ4 ’21Q1 ’22: $1.3BQ2 ’22: $1.6BQ2 ’22Q3 ’22: $989MQ4 ’22: $1.1BQ4 ’22Q1 ’23: $1.1BQ2 ’23: $801MQ2 ’23Q3 ’23: $634MQ4 ’23: $609MQ4 ’23Q1 ’24: $575MQ2 ’24: $439MQ2 ’24Q3 ’24: $359Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202461.80M$359M+68.24%
Q2 202461.80M$439M+67.01%
Q1 202461.80M$575M+36.33%
Q4 202361.80M$609M+28.78%
Q3 202361.80M$634M+32.78%
Q2 202361.80M$801M+33.42%
Q1 202368.55M$1.1B+38.18%
Q4 202268.55M$1.1B+39.65%
Q3 202268.55M$989M+34.73%
Q2 202274.15M$1.6B+42.86%
Q1 202274.15M$1.3B+27.48%
Q4 202174.15M$1.7B+33.63%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tsg Consumer Partners LP’s full portfolio or all institutional holders of NAPA1USD.