Private company
Who owns Opus One Winery
One company in the researched set discloses a stake in Opus One Winery, none of it sized by anyone who discloses it. Opus One Winery is private, so no 13F reports it: a 13F covers exchange listed positions only. These figures exist because each holder disclosed the stake in its own filings.
Opus One Winery - Profile
- Type
- joint venture
- Based in
- United States (Oakville, Napa Valley, California)
- Founded
- 1980
Opus One is a Napa Valley winery at Oakville, California, created as a partnership between Robert Mondavi and Baron Philippe de Rothschild of Chateau Mouton Rothschild. The two agreed to make a single Bordeaux style red blend from Napa fruit, combining French and American winemaking, and announced the venture in 1980 after a decade of discussions; the first two vintages, 1979 and 1980, were released together in 1984. The estate farms four vineyard parcels in western Oakville, two of them within the To Kalon vineyard, and the wine blends Cabernet Sauvignon with Cabernet Franc, Merlot, Malbec and Petit Verdot, aged about 18 months in new French oak and a further period in bottle before release. Its limestone winery building, designed by Johnson Fain and completed in 1991, runs to roughly 80,000 square feet. A second label, Overture, has been made since 1993.
Source
Opus One Winery files nothing with the SEC, so none of this comes from a filer record. The description was written for this site in August 2026 from Wikipedia: Opus One Winery, Opus One Winery: The Estate and Baron Philippe de Rothschild: Opus One Winery. The ownership figures below come from the holders' filings instead, and are sourced row by row.
The disclosed stakes
One row per position. Where a holder reports the same company in two share classes, both rows are shown rather than summed, because the class is part of a position's identity.
Where each figure comes from
A private stake has no ownership form behind it, so the source is always the holder's own filing or disclosure. Anything modelled says so, with the arithmetic.
- Constellation Brands, Inc., as of 28 Feb 2026. COMBINED BALANCE, NOT ISOLATED. Constellation's FY2026 10-K, Note 11 'Other Assets', states: 'We acquired several investments which are being accounted for under the equity method, largely in connection with prior Wine and Spirits segment acquisitions. The primary investment consists of Opus One Winery, a 50% owned joint venture arrangement.' The 'Equity method investments' line in the same Other Assets table totals $128.8 million as of 28 Feb 2026 ($124.5 million as of 28 Feb 2025), but this total covers Opus One PLUS other, unnamed equity-method investees; the filing does not disclose the split. Per the brief's rule that a combined balance covering several holdings does not size any one of them, value_usd is left null here rather than assigning the full $128.8 million (or any fraction of it) to Opus One. The combined $128.8 million figure and the fact that it is not attributable to Opus One alone are repeated in notes and unknowns. source
What this page is not
It is not a complete register. It lists the holders who happen to be inside the researched set and disclosed the stake themselves. A private company can have many other shareholders, and nothing here rules them out: venture investors, founders and employees usually appear in no public filing at all. Percentages are of Opus One Winery where a holder stated one, and are missing where no holder did.
