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Heritage Distilling Holding Company Inc

CASK
0.600USD
0.000
Close 12/19, 16:00ETQuotes delayed by 15 min
7.64MMarket Cap
LossP/E TTM

Heritage Distilling Holding Company Inc

0.600
0.000

More Details of Heritage Distilling Holding Company Inc Company

Heritage Distilling Holding Company, Inc. is a craft distillery producing, marketing, and selling a diverse line of craft spirits, including whiskeys, vodkas, gins, rums, and ready-to-drink canned cocktails. It has developed differentiated products that are responsive to consumer desires for rewarding and novel taste experiences. It sells its products through wholesale distribution, directly to consumers through its five owned and operated distilleries and tasting rooms located in Washington and Oregon, and by shipping directly to consumers on-line were legal. It sells products in the Pacific Northwest with limited distribution in other states throughout the United States. Its distributors resell its products through local, regional and key national accounts both on-premises and off-premises. It develops a national reach in the United States through traditional sales channels (wholesale, on-premises, and e-commerce) and its recently developed Tribal Beverage Network sales channel.

Heritage Distilling Holding Company Inc Info

Ticker SymbolCASK
Company nameHeritage Distilling Holding Company Inc
IPO dateNov 22, 2024
CEOMr. Justin B. Stiefel
Number of employees62
Security typeOrdinary Share
Fiscal year-endNov 22
Address9668 Bujacich Road
CityGIG HARBOR
Stock exchangeNASDAQ Capital Market Consolidated
CountryUnited States of America
Postal code98332
Phone12535090008
Website
Ticker SymbolCASK
IPO dateNov 22, 2024
CEOMr. Justin B. Stiefel

Company Executives of Heritage Distilling Holding Company Inc

Name
Name/Position
Position
Shareholding
Change
Mr. Justin B. Stiefel
Mr. Justin B. Stiefel
Chairman of the Board, Chief Executive Officer, Treasurer
Chairman of the Board, Chief Executive Officer, Treasurer
181.78K
+1015.47%
Ms. Jennifer D H Stiefel
Ms. Jennifer D H Stiefel
President, Secretary, Director
President, Secretary, Director
16.51K
--
Mr. Matthew J. (Matt) Swann
Mr. Matthew J. (Matt) Swann
Independent Director
Independent Director
5.92K
+12.05%
Ms. Danielle B Perkins
Ms. Danielle B Perkins
Senior Vice President - Wholesale Operations
Senior Vice President - Wholesale Operations
5.65K
--
Ms. Beth A Marker
Ms. Beth A Marker
Senior Vice President - Retail Operations
Senior Vice President - Retail Operations
5.30K
+0.17%
Mr. Michael P. Carrosino
Mr. Michael P. Carrosino
Chief Financial Officer
Chief Financial Officer
--
--
Dr. Eric S. Trevan, Ph.D.
Dr. Eric S. Trevan, Ph.D.
Independent Director
Independent Director
--
--
Mr. Troy Matthew Alstead
Mr. Troy Matthew Alstead
Independent Director
Independent Director
--
--
Mr. Andrew Varga
Mr. Andrew Varga
Independent Director
Independent Director
--
--
Mr. Jeffery Wensel Wensel, M.D., Ph.D.
Mr. Jeffery Wensel Wensel, M.D., Ph.D.
Independent Director
Independent Director
--
--
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Justin B. Stiefel
Mr. Justin B. Stiefel
Chairman of the Board, Chief Executive Officer, Treasurer
Chairman of the Board, Chief Executive Officer, Treasurer
181.78K
+1015.47%
Ms. Jennifer D H Stiefel
Ms. Jennifer D H Stiefel
President, Secretary, Director
President, Secretary, Director
16.51K
--
Mr. Matthew J. (Matt) Swann
Mr. Matthew J. (Matt) Swann
Independent Director
Independent Director
5.92K
+12.05%
Ms. Danielle B Perkins
Ms. Danielle B Perkins
Senior Vice President - Wholesale Operations
Senior Vice President - Wholesale Operations
5.65K
--
Ms. Beth A Marker
Ms. Beth A Marker
Senior Vice President - Retail Operations
Senior Vice President - Retail Operations
5.30K
+0.17%
Mr. Michael P. Carrosino
Mr. Michael P. Carrosino
Chief Financial Officer
Chief Financial Officer
--
--

Revenue Breakdown

Currency: USDUpdated: Mon, Oct 6
Currency: USDUpdated: Mon, Oct 6
FY2025Q2
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2022Q4
FY2022Q3
FY2021
By BusinessUSD
Name
Revenue
Proportion
Direct to Consumer
602.98K
45.62%
Wholesale
457.46K
34.61%
Services
261.38K
19.77%
Relevant data have not been disclosed by the company yet.
By Business
By Region
By BusinessUSD
Name
Revenue
Proportion
Direct to Consumer
602.98K
45.62%
Wholesale
457.46K
34.61%
Services
261.38K
19.77%

Shareholding Stats

Updated: Thu, Dec 4
Updated: Thu, Dec 4
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Stiefel (Justin B)
1.98%
Polar Asset Management Partners Inc.
1.80%
CIBC Private Wealth Management
0.24%
Carrosino (Michael)
0.23%
Varga (Andrew M)
0.22%
Other
95.53%
Shareholders
Shareholders
Proportion
Stiefel (Justin B)
1.98%
Polar Asset Management Partners Inc.
1.80%
CIBC Private Wealth Management
0.24%
Carrosino (Michael)
0.23%
Varga (Andrew M)
0.22%
Other
95.53%
Shareholder Types
Shareholders
Proportion
Individual Investor
3.05%
Hedge Fund
1.82%
Investment Advisor
0.39%
Investment Advisor/Hedge Fund
0.35%
Venture Capital
0.05%
Research Firm
0.02%
Other
94.31%

Institutional Shareholding

Updated: Wed, Oct 1
Updated: Wed, Oct 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q3
22
147.39K
1.61%
+98.83K
2025Q2
28
2.42M
10.25%
+1.50M
2025Q1
31
1.93M
34.38%
+1.14M
2024Q4
20
2.12M
39.23%
+2.12M

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
Stiefel (Justin B)
325.92K
0.18%
--
--
Aug 20, 2025
Carrosino (Michael)
424.94K
0.24%
--
--
Aug 20, 2025
Varga (Andrew M)
154.50K
0.09%
--
--
Aug 20, 2025
Stiefel (Jennifer D H)
330.28K
0.18%
--
--
Aug 20, 2025
Morgan Stanley Smith Barney LLC
148.95K
0.08%
+57.09K
+62.14%
Jun 30, 2025
Wensel (Jeffrey P)
151.44K
0.08%
--
--
Aug 20, 2025
Geode Capital Management, L.L.C.
20.14K
0.01%
+4.75K
+30.89%
Jun 30, 2025
View more

Related ETFs

Name
Proportion
No Data

Dividend

A total of 0.00 USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
No Data

Stock Split

Date
Type
Ratio
No Data
Date
Type
Ratio
No Data

FAQs

Who are the top five shareholders of Heritage Distilling Holding Company Inc?

The top five shareholders of Heritage Distilling Holding Company Inc are:
Stiefel (Justin B) holds 325.92K shares, accounting for 0.18% of the total shares.
Carrosino (Michael) holds 424.94K shares, accounting for 0.24% of the total shares.
Varga (Andrew M) holds 154.50K shares, accounting for 0.09% of the total shares.
Stiefel (Jennifer D H) holds 330.28K shares, accounting for 0.18% of the total shares.
Morgan Stanley Smith Barney LLC holds 148.95K shares, accounting for 0.08% of the total shares.

What are the top three shareholder types of Heritage Distilling Holding Company Inc?

The top three shareholder types of Heritage Distilling Holding Company Inc are:
Stiefel (Justin B)
Polar Asset Management Partners Inc.
CIBC Private Wealth Management

How many institutions hold shares of Heritage Distilling Holding Company Inc (CASK)?

As of 2025Q3, 22 institutions hold shares of Heritage Distilling Holding Company Inc, with a combined market value of approximately 147.39K, accounting for 1.61% of the total shares. Compared to 2025Q2, institutional shareholding has increased by -8.64%.

What is the biggest source of revenue for Heritage Distilling Holding Company Inc?

In FY2025Q2, the Direct to Consumer business generated the highest revenue for Heritage Distilling Holding Company Inc, amounting to 602.98K and accounting for 45.62% of total revenue.
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