The Duckhorn Portfolio, Inc. (NAPA)
NYSE
Market Cap
$1.03B
Sector
Consumer Defensive
Industry
Beverages—Wineries & Distilleries
Rank in Sector
47 of 151
Rank in Industry
3 of 7
Largest Insider Buys in Sector
NAPA Stock Price History Chart
NAPA Stock Performance
About The Duckhorn Portfolio, Inc.
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 Activity of The Duckhorn Portfolio, Inc.
Over the last 12 months, insiders at The Duckhorn Portfolio, Inc. have bought $94,692 and sold $1.72M worth of The Duckhorn Portfolio, Inc. stock.
On average, over the past 5 years, insiders at The Duckhorn Portfolio, Inc. have bought $94,692 and sold $182.55M worth of stock each year.
Highest buying activity among insiders over the last 12 months: Mahlan Deirdre (See Remarks) — $189,384.
The last purchase of 5,000 shares for transaction amount of $44,943 was made by Mahlan Deirdre (See Remarks) on 2023‑12‑11.
List of Insider Buy and Sell Transactions, The Duckhorn Portfolio, Inc.
| 2024-04-09 | Sale | Sullivan Sean B.A. | See Remarks | 25,000 0.0216% | $8.99 | $224,750 | -10.86% | |
| 2024-03-28 | Sale | Mahlan Deirdre | See Remarks | 29,681 0.0255% | $9.23 | $273,932 | -13.43% | |
| 2024-01-16 | Sale | Sullivan Sean B.A. | See Remarks | 9,700 0.0085% | $9.13 | $88,583 | -5.04% | |
| 2024-01-12 | Sale | Sullivan Sean B.A. | See Remarks | 5,300 0.0047% | $9.50 | $50,351 | -8.19% | |
| 2024-01-10 | Sale | Przybylinski Pete | See Remarks | 21,599 0.0187% | $10.00 | $216,033 | -14.25% | |
| 2024-01-09 | Sale | Przybylinski Pete | See Remarks | 64,694 0.0564% | $10.01 | $647,276 | -13.44% | |
| 2024-01-08 | Sale | Przybylinski Pete | See Remarks | 13,707 0.012% | $10.01 | $137,181 | -13.12% | |
| 2024-01-08 | Sale | Rasmuson Zach | See Remarks | 8,000 0.007% | $10.00 | $80,010 | -13.12% | |
| 2023-12-11 | Mahlan Deirdre | See Remarks | 5,000 0.0043% | $8.99 | $44,943 | -3.00% | ||
| 2023-10-04 | Mahlan Deirdre | See Remarks | 5,000 0.0043% | $9.95 | $49,750 | -6.95% | ||
| 2023-04-06 | Sale | Mallard Holdco, LLC | 10 percent owner | 6M 5.281% | $15.35 | $92.1M | -29.16% | |
| 2023-03-17 | Sale | Beaudoin Lori | See Remarks | 26,041 0.0226% | $15.46 | $402,524 | -23.53% | |
| 2023-03-17 | Sale | Przybylinski Pete | See Remarks | 26,059 0.0227% | $15.46 | $402,771 | -23.53% | |
| 2023-03-17 | Sale | Rasmuson Zach | See Remarks | 3,665 0.0032% | $15.46 | $56,649 | -23.53% | |
| 2023-03-17 | Sale | Sullivan Sean B.A. | See Remarks | 26,081 0.0227% | $15.46 | $403,105 | -23.53% | |
| 2023-03-16 | Sale | Beaudoin Lori | See Remarks | 23,959 0.0208% | $15.56 | $372,747 | -24.04% | |
| 2023-03-16 | Sale | Przybylinski Pete | See Remarks | 23,941 0.0208% | $15.56 | $372,488 | -24.04% | |
| 2023-03-16 | Sale | Rasmuson Zach | See Remarks | 21,335 0.0185% | $15.56 | $331,990 | -24.04% | |
| 2023-03-16 | Sale | Sullivan Sean B.A. | See Remarks | 23,919 0.0208% | $15.56 | $372,172 | -24.04% | |
| 2023-03-09 | Sale | Rasmuson Zach | See Remarks | 23,339 0.0214% | $16.54 | $385,962 | -23.32% |
Institutional Investor Ownership
Top Shareholders
Top Buyers
Top Sellers
New Shareholders
Sold-Out Shareholders
| TSG Consumer Partners | $575.31M | 42.07 | 61.8M | 0% | +$0 | 36.33 | |
| Select Equity Group, L.P. | $76.8M | 5.62 | 8.25M | -1.87% | -$1.47M | 0.28 | |
| The Vanguard Group | $49.1M | 3.59 | 5.27M | +3.74% | +$1.77M | <0.01 | |
| BlackRock | $37.09M | 2.71 | 3.98M | +12.37% | +$4.08M | <0.01 | |
| Massachusetts Financial Services Co Ma | $34.76M | 2.54 | 3.73M | -0.47% | -$164,842.86 | 0.01 | |
| Westwood Holdings Group, Inc. | $32.8M | 2.4 | 3.52M | +4.58% | +$1.44M | 0.27 | |
| Dimensional Fund Advisors | $31.43M | 2.3 | 3.38M | -5.63% | -$1.88M | 0.01 | |
| Morgan Stanley | $19.58M | 1.43 | 2.1M | -1.81% | -$361,395.60 | <0.01 | |
| Royal Bank of Canada | $19.31M | 1.41 | 2.07M | +26.32% | +$4.02M | 0.01 | |
| Hotchkis & Wiley Capital Management | $12.45M | 0.91 | 1.34M | New | +$12.45M | 0.04 | |
| Assenagon Asset Management S.A. | $12.1M | 0.89 | 1.3M | +41.14% | +$3.53M | 0.03 | |
| Geode Capital Management | $10.55M | 0.77 | 1.13M | +13.66% | +$1.27M | <0.01 | |
| Castleknight Management Lp | $10.11M | 0.74 | 1.09M | +61.5% | +$3.85M | 1.2 | |
| State Street | $9.66M | 0.71 | 1.04M | +7.68% | +$688,660.69 | <0.0001 | |
| River Road Asset Management | $7.5M | 0.55 | 805,832 | New | +$7.5M | 0.1 | |
| Goldman Sachs | $6.3M | 0.46 | 676,304 | +53.62% | +$2.2M | <0.01 | |
| Verition Fund Management Llc | $5.47M | 0.4 | 587,163 | +179.19% | +$3.51M | 0.06 | |
| Fidelity Investments | $4.6M | 0.34 | 493,568 | -11.71% | -$609,441.90 | <0.0001 | |
| Kennedy Capital Management Inc | $4.26M | 0.31 | 457,681 | +41.22% | +$1.24M | 0.09 | |
| Northern Trust | $4.05M | 0.3 | 434,922 | +6.11% | +$233,224.82 | <0.01 | |
| Charles Schwab | $3.37M | 0.25 | 362,086 | +7.52% | +$235,803.70 | <0.01 | |
| First Eagle Investment Management | $3.34M | 0.24 | 358,972 | +226.34% | +$2.32M | 0.01 | |
| Citadel Advisors LLC | $3.25M | 0.24 | 349,062 | -35.06% | -$1.75M | <0.01 | |
| First Trust | $3.2M | 0.23 | 344,112 | +61.59% | +$1.22M | <0.01 | |
| Deutsche Bank | $2.94M | 0.22 | 316,010 | 0% | +$0 | <0.01 | |
| Ppm America Inc Il | $2.73M | 0.2 | 293,262 | 0% | +$0 | 24.12 | |
| Balyasny Asset Management Llc | $2.43M | 0.18 | 260,854 | New | +$2.43M | 0.01 | |
| Two Sigma Advisers LP | $2.33M | 0.17 | 250,500 | -33.78% | -$1.19M | <0.01 | |
| McMorgan & Company | $2.13M | 0.16 | 229,278 | +4.29% | +$87,886.39 | 0.37 | |
| UBS | $2.09M | 0.15 | 224,867 | +151.5% | +$1.26M | <0.01 | |
| Voloridge Investment Management, LLC | $2.07M | 0.15 | 222,441 | +4.94% | +$97,503.64 | 0.01 | |
| BNY Mellon | $1.95M | 0.14 | 209,515 | -0.46% | -$9,095.87 | <0.0001 | |
| Public Employees Retirement System Of Ohio | $1.85M | 0.14 | 199,102 | -12.13% | -$255,829.54 | 0.01 | |
| Cambiar Investors | $1.83M | 0.13 | 196,453 | -1% | -$18,480.35 | 0.07 | |
| Jane Street Capital | $1.77M | 0.13 | 189,889 | +151.38% | +$1.06M | <0.01 | |
| PDT Partners | $1.72M | 0.13 | 184,883 | +80.18% | +$765,980.37 | 0.13 | |
| JPMorgan Chase | $1.7M | 0.12 | 182,747 | +38.14% | +$469,735.89 | <0.0001 | |
| Ameriprise Financial | $1.64M | 0.12 | 175,774 | New | +$1.64M | <0.0001 | |
| Bank of America | $1.63M | 0.12 | 175,411 | +16.1% | +$226,484.17 | <0.0001 | |
| Capstone Investment Advisors | $1.39M | 0.1 | 148,948 | New | +$1.39M | 0.05 | |
| Stokes Family Office | $1.25M | 0.09 | 134,750 | New | +$1.25M | 0.17 | |
| Two Sigma | $1.25M | 0.09 | 133,971 | -32.42% | -$598,484.04 | <0.01 | |
| Point72 Asset Management | $1.22M | 0.09 | 131,100 | +699.39% | +$1.07M | <0.01 | |
| Nordea Investment Management Ab | $1.14M | 0.08 | 123,028 | -1.57% | -$18,311.69 | <0.01 | |
| Chilton Investment Company, Inc. | $1.13M | 0.08 | 120,974 | -70.64% | -$2.71M | 0.03 | |
| Vontobel Holding Ltd | $1.11M | 0.08 | 118,786 | -54.61% | -$1.33M | 0.01 | |
| Nuveen | $1.1M | 0.08 | 117,793 | +12.66% | +$123,227.18 | <0.0001 | |
| Barclays | $982,000.00 | 0.07 | 105,548 | +30.92% | +$231,925.72 | <0.0001 | |
| Swiss National Bank | $951,482.00 | 0.07 | 102,200 | 0% | +$0 | <0.01 | |
| Jump Financial Llc | $940,645.00 | 0.07 | 101,036 | -27.42% | -$355,344.02 | 0.01 |