Security key
26414D106
The Duckhorn Portfolio, Inc. - Common Stock (NAPA)
CUSIP: 26414D106
Q3 2025 13F Holders as of 30 Sep 2025
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 234,138
- Total 13F value
- $1,360,342
- Share change
- +234,138
- SEC-reported price per share
- $5.81
- Number of holders
- 1
- Value change
- +$1,360,342
- Number of buys
- 1
Report period
Q3 2025
Institutions
1
Top holders
0
NAPA full security history
Ownership snapshot
Newer quarter: Q4 2025
Duckhorn Portfolio, Inc. SEC filings
Duckhorn Portfolio, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 26414D106
Recent filing periods:
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
BROWN FORMAN CORP
Disclosed value leader
BROWN FORMAN CORP
Comparable rows
0/11
Latest evidence
24 Dec 2024
3/4/5
Highest disclosed value: $283,468,473
11 rows are not safely comparable across share classes.
Showing 1-6 of 11 holder rows.
Quick read
BROWN FORMAN CORP has the largest disclosed position value at $283.47M.
0 of 11 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 BROWN FORMAN CORP's linked filing trail.
Disclosed position value
Top 5
BROWN FORMAN CORP
$283.47M
Alex Ryan
$15.81M
Lori Beaudoin
$7.97M
Carol Reber
$5.19M
Gayle Bartscherer
$734.1K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 11 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BROWN FORMAN CORP |
3/4/5
10%+ Owner
|
—
class O/S missing
|
$283,468,473
31,531,532 shares
|
— | 30 Apr 2024 |
| Alex Ryan |
3/4/5
President, Chief Executive Officer., Director
|
—
class O/S missing
|
$15,813,747
1,731,628 shares
|
— | 19 Sep 2023 |
| Lori Beaudoin |
3/4/5
Executive Vice President, Chief Financial Officer
|
—
class O/S missing
|
$7,967,749
872,480 shares
|
— | 16 Jun 2023 |
| Carol Reber |
3/4/5
Executive Vice President, Chief Marketing and DTC Officer.
|
—
class O/S missing
|
$5,187,247
568,011 shares
|
— | 17 Mar 2022 |
| Gayle Bartscherer |
3/4/5
Executive Vice President, Chief Marketing and DTC Officer.
|
—
mixed-class rows
|
$734,082
205,381 shares
mixed-class rows
|
— | 11 Oct 2023 |
| Melanie Cox |
3/4/5
Director
|
—
class O/S missing
|
$291,841
31,957 shares
|
— | 19 Jan 2024 |
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.
Archived quarter
Historical 13F summary for Q3 2025
This older quarter remains available as an indexed ownership summary. Detailed holder rows are no longer kept in the hot table for this period.