Southeast Asset Advisors Inc. Duckhorn Portfolio, Inc. Transaction History
Southeast Asset Advisors Inc.
- $829 Million
- Q1 2024
A detailed history of Southeast Asset Advisors Inc. transactions in Duckhorn Portfolio, Inc. stock. As of the latest transaction made, Southeast Asset Advisors Inc. holds 79,201 shares of NAPA stock, worth $530,646. This represents 0.09% of its overall portfolio holdings.
Number of Shares
79,201
Previous 67,291
17.7%
Holding current value
$530,646
Previous $662,000
11.33%
% of portfolio
0.09%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding NAPA
# of Institutions
157Shares Held
112MCall Options Held
101KPut Options Held
52.5K-
Tsg Consumer Partners LP Larkspur, CA61.8MShares$414 Million36.33% of portfolio
-
Select Equity Group, L.P. New York, NY8.25MShares$55.3 Million0.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA5.27MShares$35.3 Million0.0% of portfolio
-
Black Rock Inc. New York, NY3.98MShares$26.7 Million0.0% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.73MShares$25 Million0.01% of portfolio
About Duckhorn Portfolio, Inc.
- Ticker NAPA
- Exchange NYSE
- Sector Consumer Defensive
- Industry Beverages—Wineries & Distilleries
- Shares Outstandng 115,184,000
- Market Cap $772M
- Description
- The Duckhorn Portfolio, Inc. produces and sells wines in North America. It offers wines under a portfolio of brands, including Duckhorn Vineyards, Decoy, Kosta Browne, Goldeneye, Paraduxx, Calera, Migration, Canvasback, Greenwing, and Postmark. The company sells wines to distributors, and directly to retail accounts and consumers. The company wa...