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

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / Common Stock
Total 13F shares
112,660,828
Share change
+633,329
Total reported value
$799,876,526
Put/Call ratio
162%
Price per share
$7.10
Number of holders
142
Value change
+$751,564
Number of buys
92
Number of sells
64

Institutional Holders of The Duckhorn Portfolio, Inc. - Common Stock (NAPA) as of Q2 2024

As of 30 Jun 2024, The Duckhorn Portfolio, Inc. - Common Stock (NAPA) was held by 142 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 112,660,828 shares. The largest 10 holders included TSG Consumer Partners LP, Select Equity Group, L.P., VANGUARD GROUP INC, BlackRock Inc., MASSACHUSETTS FINANCIAL SERVICES CO /MA/, WESTWOOD HOLDINGS GROUP INC, DIMENSIONAL FUND ADVISORS LP, River Road Asset Management, LLC, Royal Bank of Canada, and MORGAN STANLEY. This page lists 142 institutional shareholders reporting positions in this security for the Q2 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.