The Duckhorn Portfolio, Inc. - Common Stock (NAPA)

CUSIP: 26414D106

Q1 2023 13F Holders as of 31 Mar 2023

Share change
+227,924
Put/Call ratio
133%
SEC-reported price per share
$15.90
Number of holders
141
Value change
+$3,095,320
Number of buys
79
Open additional details 1 more signal available
Number of sells
51

Security key

26414D106

Report period

Q1 2023

Institutions

141

Top holders

10

Ownership snapshot

Top reported holders of NAPA - The Duckhorn Portfolio, Inc. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
TSG Consumer Partners LP
Disclosed value leader
TSG Consumer Partners LP
Comparable rows
0/15
Latest evidence
31 Dec 2022
13F Highest disclosed value: $1,135,887,634 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

TSG Consumer Partners LP has the largest disclosed position value at $1.14B.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens TSG Consumer Partners LP's linked filing trail.
Disclosed position value Top 5
TSG Consumer Partners LP $1.14B
Select Equity Group, L.P. $108.15M
VANGUARD GROUP INC $80.68M
WASATCH ADVISORS LP $50.98M
BlackRock Finance, Inc. $49.95M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
TSG Consumer Partners LP
13F
Company
13F
class O/S missing
$1,135,887,634
68,550,853 shares
31 Dec 2022
Select Equity Group, L.P.
13F
Company
13F
class O/S missing
$108,154,097
6,527,103 shares
31 Dec 2022
VANGUARD GROUP INC
13F
Company
13F
class O/S missing
$80,679,578
4,869,015 shares
31 Dec 2022
WASATCH ADVISORS LP
13F
Company
13F
class O/S missing
$50,980,439
3,076,671 shares
31 Dec 2022
BlackRock Finance, Inc.
13F
Company
13F
class O/S missing
$49,952,966
3,014,663 shares
31 Dec 2022
DRIEHAUS CAPITAL MANAGEMENT LLC
13F
Company
13F
class O/S missing
$41,879,731
2,527,443 shares
31 Dec 2022
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
141
Shares
112,686,236
Rows available
141
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2023 vs Q3 2025 Across Filers

Q3 2025 holders
1
Q1 2023 holders
141
Holder diff
140
Investor Q3 2025 Shares Q1 2023 Shares Share Diff Share Chg % Q3 2025 value Q1 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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