The Duckhorn Portfolio is North America’s premier luxury wine company, with ten winery brands, nine state-of-the-art winemaking facilities, seven tasting rooms and over 1,100 coveted acres of vineyards spanning 32 Estate properties. Established in 1976, when vintners Dan and Margaret Duckhorn founded Napa Valley’s Duckhorn Vineyards, today, our portfolio features some of North America’s most revered wineries, including Duckhorn Vineyards, Decoy, Paraduxx, Goldeneye, Migration, Canvasback, Calera, Kosta Browne, Greenwing and Postmark. Sourcing grapes from our own Estate properties and fine growers in Napa Valley, Sonoma County, Anderson Valley, California’s North and Central Coasts, Oregon, Washington State and Burgundy, we offer a curated and comprehensive portfolio of acclaimed luxury wines with price points ranging from $20 to $230 across more than 15 varieties and 39 appellations. Our wines are available throughout the United States, on five continents, and in more than 50 countries around the world. To learn more, visit us at: https://www.duckhornportfolio.com/. Investors can access information on our investor relations website at: https://ir.duckhorn.com.
Company profile
Ticker
NAPA
Exchange
Website
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
Mallard Intermediate, Inc.
SEC CIK
Corporate docs
Subsidiaries
Bootlegger’s Hill, LLC • Canvasback Wine, LLC • Chenoweth Graham, LLC • Domaine M.B., LLC • Duckhorn Wine Company • Heritage Vineyard, LLC • Heritage Wine, LLC • KB Wines Corporation • Mallard Buyer Corporation • Selway Wine Company ...
NAPA stock data
Latest filings (excl ownership)
PREM14C
Preliminary information related to merger
18 Mar 24
10-Q
2024 Q2
Quarterly report
7 Mar 24
8-K
The Duckhorn Portfolio Announces Fiscal
7 Mar 24
8-K
Submission of Matters to a Vote of Security Holders
24 Jan 24
8-K
Departure of Directors or Certain Officers
12 Jan 24
10-Q
2024 Q1
Quarterly report
6 Dec 23
8-K
The Duckhorn Portfolio Announces Fiscal
6 Dec 23
DEFA14A
Additional proxy soliciting materials
22 Nov 23
DEF 14A
Definitive proxy
22 Nov 23
8-K
The Duckhorn Portfolio Announces an Agreement to Acquire Sonoma-Cutrer Vineyards
16 Nov 23
Transcripts
NAPA
Earnings call transcript
2024 Q2
7 Mar 24
NAPA
Earnings call transcript
2024 Q1
6 Dec 23
NAPA
Earnings call transcript
2023 Q4
27 Sep 23
NAPA
Earnings call transcript
2023 Q3
8 Jun 23
NAPA
Earnings call transcript
2023 Q2
8 Mar 23
NAPA
Earnings call transcript
2023 Q1
8 Dec 22
NAPA
Earnings call transcript
2022 Q4
28 Sep 22
NAPA
Earnings call transcript
2022 Q3
3 Jun 22
NAPA
Earnings call transcript
2022 Q2
11 Mar 22
NAPA
Earnings call transcript
2022 Q1
9 Dec 21
Latest ownership filings
4
Zach Rasmuson
19 Mar 24
4
Pete Przybylinski
19 Mar 24
4
Sean B.A. Sullivan
19 Mar 24
SC 13G/A
Select Equity Group, L.P.
14 Feb 24
SC 13G/A
Mallard Holdco, LLC
14 Feb 24
4
MELANIE COX
19 Jan 24
4
Adriel G Lares
19 Jan 24
4
Michelle J. Gloeckler
19 Jan 24
4
Sean B.A. Sullivan
16 Jan 24
144
Notice of proposed sale of securities
16 Jan 24
Financial summary
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Institutional ownership, Q2 2023
13F holders | Current |
---|---|
Total holders | 158 |
Opened positions | 36 |
Closed positions | 22 |
Increased positions | 73 |
Reduced positions | 32 |
13F shares | Current |
---|---|
Total value | 1.43 tn |
Total shares | 178.29 mm |
Total puts | 141.50 k |
Total calls | 66.20 k |
Total put/call ratio | 2.1 |
Largest owners | Shares | Value |
---|---|---|
Mallard Holdco | 68.15 mm | $0.00 |
TSG Consumer Partners | 61.80 mm | $801.48 bn |
Select Equity | 6.41 mm | $83.12 bn |
Vanguard | 4.59 mm | $59.55 bn |
BLK Blackrock | 3.66 mm | $47.46 bn |
Massachusetts Financial Services | 2.87 mm | $37.28 bn |
GS Goldman Sachs | 2.59 mm | $33.63 bn |
Dimensional Fund Advisors | 2.44 mm | $31.70 bn |
WHG Westwood | 2.28 mm | $29.87 bn |
American Century Companies | 1.59 mm | $20.62 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
17 Mar 24 | Zach Rasmuson | Common Stock | Payment of exercise | Dispose F | No | No | 9.05 | 4,622 | 41.83 k | 98,032 |
17 Mar 24 | Pete Przybylinski | Common Stock | Payment of exercise | Dispose F | No | No | 9.05 | 4,191 | 37.93 k | 98,491 |
17 Mar 24 | Sean B.A. Sullivan | Common Stock | Payment of exercise | Dispose F | No | No | 9.05 | 4,471 | 40.46 k | 150,326 |
19 Jan 24 | Gloeckler Michelle J. | Common Stock | Grant | Acquire A | No | No | 0 | 12,775 | 0.00 | 29,374 |
19 Jan 24 | Melanie Cox | Common Stock | Grant | Acquire A | No | No | 0 | 12,775 | 0.00 | 31,957 |
News
Citigroup Maintains Buy on Duckhorn Portfolio, Lowers Price Target to $11
11 Mar 24
Barclays Maintains Overweight on Duckhorn Portfolio, Lowers Price Target to $11
11 Mar 24
BMO Capital Maintains Market Perform on Duckhorn Portfolio, Lowers Price Target to $10
8 Mar 24
RBC Capital Maintains Outperform on Duckhorn Portfolio, Lowers Price Target to $15
8 Mar 24
Evercore ISI Group Maintains Outperform on Duckhorn Portfolio, Lowers Price Target to $14
8 Mar 24
Press releases
The Duckhorn Portfolio Announces Fiscal Second Quarter 2024 Financial Results
7 Mar 24
The Duckhorn Portfolio to Report Fiscal Second Quarter 2024 Financial Results on March 7, 2024
22 Feb 24
The Duckhorn Portfolio Unveils Decoy Featherweight Sauvignon Blanc
24 Jan 24
The Duckhorn Portfolio Publishes its Fiscal Year 2023 Responsibility and Sustainability Report
8 Jan 24