Duckhorn Portfolio, Inc. NAPA
We take great care to ensure that the data presented and summarized in this overview for Duckhorn Portfolio, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding NAPA
View all-
Tsg Consumer Partners LP Larkspur, CA61.8MShares$488 Million36.33% of portfolio
-
Select Equity Group, L.P. New York, NY8.25MShares$65.2 Million0.29% of portfolio
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Vanguard Group Inc Valley Forge, PA5.27MShares$41.7 Million0.0% of portfolio
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Black Rock Inc. New York, NY3.98MShares$31.5 Million0.0% of portfolio
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Massachusetts Financial Services CO Boston, MA3.73MShares$29.5 Million0.01% of portfolio
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Westwood Holdings Group Inc Dallas, TX3.52MShares$27.8 Million0.26% of portfolio
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Dimensional Fund Advisors LP Austin, TX3.38MShares$26.7 Million0.01% of portfolio
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Morgan Stanley New York, NY2.1MShares$16.6 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A62.07MShares$16.4 Million0.0% of portfolio
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Hotchkis & Wiley Capital Management LLC Los Angeles, CA1.34MShares$10.6 Million0.04% of portfolio
Latest Institutional Activity in NAPA
Top Purchases
Top Sells
About NAPA
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 was formerly known as Mallard Intermediate, Inc. and changed its name to The Duckhorn Portfolio, Inc. in February 2021. The Duckhorn Portfolio, Inc. was founded in 1976 and is headquartered in Saint Helena, California.
Insider Transactions at NAPA
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
May 21
2024
|
David A Burwick Director |
BUY
Grant, award, or other acquisition
|
Direct |
9,011
+50.0%
|
-
|
|
Apr 30
2024
|
Deirdre Mahlan Director |
BUY
Grant, award, or other acquisition
|
Direct |
354,191
+43.57%
|
-
|
|
Apr 09
2024
|
Sean B.A. Sullivan Officer |
SELL
Open market or private sale
|
Direct |
25,000
-16.63%
|
$200,000
$8.99 P/Share
|
|
Mar 28
2024
|
Deirdre Mahlan Director |
SELL
Open market or private sale
|
Direct |
29,681
-22.11%
|
$267,129
$9.23 P/Share
|
|
Mar 17
2024
|
Sean B.A. Sullivan Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
4,471
-2.89%
|
$40,239
$9.05 P/Share
|
|
Mar 17
2024
|
Pete Przybylinski Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
4,191
-4.08%
|
$37,719
$9.05 P/Share
|
|
Mar 17
2024
|
Zach Rasmuson Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
4,622
-4.5%
|
$41,598
$9.05 P/Share
|
|
Jan 19
2024
|
Melanie Cox Director |
BUY
Grant, award, or other acquisition
|
Direct |
12,775
+28.56%
|
-
|
|
Jan 19
2024
|
Michelle J. Gloeckler Director |
BUY
Grant, award, or other acquisition
|
Direct |
12,775
+30.31%
|
-
|
|
Jan 19
2024
|
Adriel G Lares Director |
BUY
Grant, award, or other acquisition
|
Direct |
12,775
+33.33%
|
-
|
|
Jan 16
2024
|
Sean B.A. Sullivan Officer |
SELL
Open market or private sale
|
Direct |
9,700
-5.9%
|
$87,300
$9.13 P/Share
|
|
Jan 12
2024
|
Sean B.A. Sullivan Officer |
SELL
Open market or private sale
|
Direct |
5,300
-3.12%
|
$47,700
$9.5 P/Share
|
|
Jan 10
2024
|
Pete Przybylinski Officer |
SELL
Open market or private sale
|
Indirect |
21,599
-6.96%
|
$215,990
$10.0 P/Share
|
|
Jan 09
2024
|
Pete Przybylinski Officer |
SELL
Open market or private sale
|
Indirect |
64,694
-17.26%
|
$646,940
$10.01 P/Share
|
|
Jan 08
2024
|
Zach Rasmuson Officer |
SELL
Open market or private sale
|
Indirect |
8,000
-2.17%
|
$80,000
$10.0 P/Share
|
|
Jan 08
2024
|
Pete Przybylinski Officer |
SELL
Open market or private sale
|
Indirect |
13,707
-3.53%
|
$137,070
$10.01 P/Share
|
|
Dec 20
2023
|
Sean B.A. Sullivan Officer |
SELL
Bona fide gift
|
Direct |
1,000
-0.59%
|
-
|
|
Dec 19
2023
|
Zach Rasmuson Officer |
SELL
Bona fide gift
|
Indirect |
6,300
-1.68%
|
-
|
|
Dec 11
2023
|
Deirdre Mahlan Director |
BUY
Open market or private purchase
|
Indirect |
5,000
+33.33%
|
$40,000
$8.99 P/Share
|
|
Oct 11
2023
|
Zach Rasmuson Officer |
BUY
Grant, award, or other acquisition
|
Direct |
41,666
+28.87%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 737K shares |
|---|---|
| Open market or private purchase | 10K shares |
| Payment of exercise price or tax liability | 32.5K shares |
|---|---|
| Bona fide gift | 7.3K shares |
| Open market or private sale | 178K shares |