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$681 Million68.2% of portfolio
-
Vanguard Group Inc Valley Forge, PA5.47MShares$60.2 Million0.0% of portfolio
-
Westwood Holdings Group Inc Dallas, TX4.64MShares$51.1 Million0.21% of portfolio
-
Black Rock Inc. New York, NY4MShares$44.1 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.34MShares$36.8 Million0.0% of portfolio
-
River Road Asset Management, LLC3.31MShares$36.5 Million0.27% of portfolio
-
Morgan Stanley New York, NY2.49MShares$27.4 Million0.0% of portfolio
-
Medina Singh Partners, LLC Los Angeles, CA2.26MShares$24.9 Million6.28% of portfolio
-
Marshall Wace, LLP London, X01.84MShares$20.3 Million0.01% of portfolio
-
Hotchkis & Wiley Capital Management LLC Los Angeles, CA1.48MShares$16.4 Million0.03% 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 |
|---|---|---|---|---|---|
|
Oct 09
2024
|
Jung Jennifer Fall |
BUY
Grant, award, or other acquisition
|
Direct |
41,113
+31.35%
|
-
|
|
Oct 09
2024
|
Zach Rasmuson |
BUY
Grant, award, or other acquisition
|
Direct |
37,705
+22.52%
|
-
|
|
Oct 09
2024
|
Sean B.A. Sullivan |
BUY
Grant, award, or other acquisition
|
Direct |
37,705
+19.37%
|
-
|
|
Oct 09
2024
|
Pete Przybylinski |
BUY
Grant, award, or other acquisition
|
Direct |
37,705
+22.46%
|
-
|
|
Sep 27
2024
|
Deirdre Mahlan Director |
SELL
Payment of exercise price or tax liability
|
Direct |
22,046
-4.81%
|
$110,230
$5.89 P/Share
|
|
Sep 19
2024
|
Sean B.A. Sullivan |
SELL
Payment of exercise price or tax liability
|
Direct |
6,035
-4.82%
|
$30,175
$5.93 P/Share
|
|
Sep 19
2024
|
Jung Jennifer Fall |
SELL
Payment of exercise price or tax liability
|
Direct |
4,055
-7.66%
|
$20,275
$5.93 P/Share
|
|
Sep 19
2024
|
Zach Rasmuson |
SELL
Payment of exercise price or tax liability
|
Direct |
6,035
-6.16%
|
$30,175
$5.93 P/Share
|
|
Sep 19
2024
|
Pete Przybylinski |
SELL
Payment of exercise price or tax liability
|
Direct |
6,035
-6.12%
|
$30,175
$5.93 P/Share
|
|
Jun 19
2024
|
Jung Jennifer Fall |
SELL
Payment of exercise price or tax liability
|
Direct |
735
-1.37%
|
$5,145
$7.61 P/Share
|
|
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 |
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 |
SELL
Payment of exercise price or tax liability
|
Direct |
4,471
-2.89%
|
$40,239
$9.05 P/Share
|
|
Mar 17
2024
|
Pete Przybylinski |
SELL
Payment of exercise price or tax liability
|
Direct |
4,191
-4.08%
|
$37,719
$9.05 P/Share
|
|
Mar 17
2024
|
Zach Rasmuson |
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%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 556K shares |
|---|---|
| Open market or private purchase | 5K shares |
| Payment of exercise price or tax liability | 58.2K shares |
|---|---|
| Bona fide gift | 7.3K shares |
| Open market or private sale | 178K shares |