Next Capital Management LLC
Position in WVVI — Willamette Valley Vineyards Inc
CIK 1752762
NEW YORK, NY
Position in WVVI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$140,836
-$26,304 QoQ
Shares Held
54,800
0.0% QoQ
Ownership
1.10%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WVVI Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026Next Capital Management LLC holds $140,836 across 1 Beverages - Wineries & Distilleries name. WVVI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WVVI |
Willamette Valley Vineyards Inc
This page
|
54,800 | $140,836 |
All Filings in WVVI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $140,836 | 54,800 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $167,140 | 54,800 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $195,636 | 54,800 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $304,140 | 54,800 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $325,512 | 54,800 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $183,580 | 54,800 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $190,704 | 54,800 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $215,364 | 54,800 | Shares | Sole | 2024-08-20 | |
| 2024-03-31 | $287,152 | 54,800 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $293,728 | 54,800 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $320,032 | 54,800 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $312,360 | 54,800 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $331,540 | 54,800 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $327,156 | 54,800 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $338,116 | 54,800 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $343,596 | 54,800 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $495,940 | 54,800 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $474,568 | 54,800 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $696,508 | 54,800 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $749,664 | 54,800 | Shares | Sole | 2021-10-19 | |
| 2021-03-31 | $495,940 | 54,800 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $357,490 | 56,121 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $345,144 | 56,121 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $338,970 | 56,121 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $272,186 | 56,121 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||