Duckhorn Portfolio, Inc. NAPA
Institutional shares held
111 Million
21.9K
calls
51.4K
puts
Total value of holdings
$1.23B
$242K
calls
$570K
puts
Market Cap
$1.28B
115,184,000
Shares Out.
Institutional ownership
96.03%
# of Institutions
171
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$685 Million68.2% of portfolio
-
Vanguard Group Inc Valley Forge, PA5.47MShares$60.6 Million0.0% of portfolio
-
Westwood Holdings Group Inc Dallas, TX4.64MShares$51.4 Million0.21% of portfolio
-
Black Rock Inc. New York, NY4MShares$44.4 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.34MShares$37.1 Million0.0% of portfolio
-
River Road Asset Management, LLC3.31MShares$36.7 Million0.27% of portfolio
-
Morgan Stanley New York, NY2.49MShares$27.6 Million0.0% of portfolio
-
Medina Singh Partners, LLC Los Angeles, CA2.26MShares$25.1 Million6.28% of portfolio
-
Marshall Wace, LLP London, X01.84MShares$20.4 Million0.01% of portfolio
-
Hotchkis & Wiley Capital Management LLC Los Angeles, CA1.48MShares$16.5 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 |
|---|---|---|---|---|---|
|
Dec 24
2024
|
Mallard Holdco, LLC |
SELL
Other acquisition or disposition
|
Direct |
61,404,559
-100.0%
|
$675,450,149
$11.1 P/Share
|
|
Dec 24
2024
|
Marlee Buyer, Inc. |
SELL
Sale (or disposition) back to the issuer
|
Direct |
6,377,923
-100.0%
|
$70,157,153
$11.1 P/Share
|
|
Dec 24
2024
|
James L. O'Hara |
SELL
Sale (or disposition) back to the issuer
|
Direct |
308,736
-100.0%
|
$3,396,096
$11.1 P/Share
|
|
Dec 24
2024
|
Jung Jennifer Fall |
SELL
Sale (or disposition) back to the issuer
|
Direct |
90,032
-100.0%
|
$450,160
$5.55 P/Share
|
|
Dec 24
2024
|
Jung Jennifer Fall |
SELL
Sale (or disposition) back to the issuer
|
Indirect |
1,500
-100.0%
|
$16,500
$11.1 P/Share
|
|
Dec 24
2024
|
Deirdre Mahlan |
SELL
Sale (or disposition) back to the issuer
|
Indirect |
10,000
-100.0%
|
$110,000
$11.1 P/Share
|
|
Dec 24
2024
|
Deirdre Mahlan |
SELL
Sale (or disposition) back to the issuer
|
Direct |
613,830
-100.0%
|
$6,752,130
$11.1 P/Share
|
|
Dec 24
2024
|
Deirdre Mahlan |
BUY
Exercise of conversion of derivative security
|
Direct |
177,095
+50.0%
|
-
|
|
Dec 24
2024
|
Michelle J. Gloeckler |
SELL
Sale (or disposition) back to the issuer
|
Direct |
29,374
-100.0%
|
$323,114
$11.1 P/Share
|
|
Dec 24
2024
|
Pete Przybylinski |
SELL
Sale (or disposition) back to the issuer
|
Direct |
130,208
-100.0%
|
$651,040
$5.55 P/Share
|
|
Dec 24
2024
|
Pete Przybylinski |
SELL
Sale (or disposition) back to the issuer
|
Indirect |
288,533
-100.0%
|
$3,173,863
$11.1 P/Share
|
|
Dec 24
2024
|
Sean B.A. Sullivan |
SELL
Sale (or disposition) back to the issuer
|
Direct |
156,996
-100.0%
|
$784,980
$5.55 P/Share
|
|
Dec 24
2024
|
Sean B.A. Sullivan |
SELL
Sale (or disposition) back to the issuer
|
Indirect |
483
-100.0%
|
$5,313
$11.1 P/Share
|
|
Dec 24
2024
|
Adriel G Lares |
SELL
Sale (or disposition) back to the issuer
|
Direct |
25,554
-100.0%
|
$281,094
$11.1 P/Share
|
|
Dec 24
2024
|
David A Burwick |
SELL
Sale (or disposition) back to the issuer
|
Direct |
9,011
-100.0%
|
$99,121
$11.1 P/Share
|
|
Dec 24
2024
|
Zach Rasmuson |
SELL
Sale (or disposition) back to the issuer
|
Direct |
129,702
-100.0%
|
$648,510
$5.55 P/Share
|
|
Dec 24
2024
|
Zach Rasmuson |
SELL
Sale (or disposition) back to the issuer
|
Indirect |
361,108
-100.0%
|
$3,972,188
$11.1 P/Share
|
|
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%
|
-
|
Last 12 Months Summary
Buy / Acquisition
733K
Shares
From
10
Insiders
| Grant, award, or other acquisition | 556K shares |
|---|---|
| Exercise of conversion of derivative security | 177K shares |
Sell / Disposition
70.2M
Shares
From
20
Insiders
| Sale (or disposition) back to the issuer | 8.53M shares |
|---|---|
| Payment of exercise price or tax liability | 58.2K shares |
| Open market or private sale | 178K shares |
| Other acquisition or disposition | 61.4M shares |