NAPA

Duckhorn Portfolio, Inc.

Total Trades

22

Buys

1

Sells

21

Largest Trade

$1M+

Insiders

6

Institutional Funds

2

Inst. Value

$15K–$50K

Activist Filings

12

Insider Trades

InsiderTitleTypeValueSharesPriceDate
Sullivan Sean B.A.See RemarksSELL$100K–$500K25K$8.99Apr 10, 2024
Mahlan DeirdreSee RemarksSELL$100K–$500K30K$9.23Mar 29, 2024
Sullivan Sean B.A.See RemarksSELL$100K–$500K15K$9.26Jan 17, 2024
Mahlan DeirdreSee RemarksBUY$15K–$50K5K$9.95Oct 5, 2023
Mallard Holdco, LLC10% OwnerSELL$1M+6.0M$15.35Apr 10, 2023
Beaudoin LoriSee RemarksSELL$500K+50K$15.51Mar 20, 2023
Przybylinski PeteSee RemarksSELL$500K+50K$15.51Mar 20, 2023
Rasmuson ZachSee RemarksSELL$100K–$500K25K$15.55Mar 20, 2023
Sullivan Sean B.A.See RemarksSELL$500K+50K$15.51Mar 20, 2023
Rasmuson ZachSee RemarksSELL$100K–$500K23K$16.54Mar 13, 2023
Mallard Holdco, LLC10% OwnerSELL$1M+5.0M$19.25Jul 13, 2022
Rasmuson ZachSee RemarksSELL$500K+25K$20.18Jul 6, 2022
Przybylinski PeteSee RemarksSELL$100K–$500K22K$20.04May 18, 2022
Sullivan Sean B.A.See RemarksSELL$15K–$50K2K$20.03May 18, 2022
Sullivan Sean B.A.See RemarksSELL$100K–$500K18K$20.09May 13, 2022
Przybylinski PeteSee RemarksSELL$100K–$500K18K$20.09May 13, 2022
Sullivan Sean B.A.See RemarksSELL$1K–$15K100$20.00May 9, 2022
Przybylinski PeteSee RemarksSELL$1K–$15K100$20.00May 9, 2022
Rasmuson ZachSee RemarksSELL$100K–$500K13K$20.10May 6, 2022
Przybylinski PeteSee RemarksSELL$100K–$500K20K$20.10May 6, 2022
Sullivan Sean B.A.See RemarksSELL$100K–$500K20K$20.10May 6, 2022
Rasmuson ZachSee RemarksSELL$100K–$500K13K$18.33Apr 5, 2022
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Institutional Ownership

13F filings as of Dec 31, 2024 · 2 funds holding

FundShares
DekaBank Deutsche Girozentrale5K
Blue Trust, Inc.249

Activist & 5%+ Owners

SC 13D/13G filings — investors holding 5%+ of outstanding shares

Mallard Holdco, LLC

SC 13D/A · Dec 27, 2024

0.0%

0 shares

Marlee Buyer, Inc.

SC 13D/A · Dec 26, 2024

0.0%

0 shares

Select Equity Group, L.P.

SC 13G/A · Nov 14, 2024

0.1%

176K shares

Marlee Buyer, Inc. 2.

SC 13D · Oct 11, 2024

3.9%

578.0M shares

Mallard Holdco, LLC 2.

SC 13D · Oct 11, 2024

41.7%

61.4M shares

Brown-Forman Corporation

SC 13D/A · Oct 8, 2024

21.4%

31.5M shares

Brown-Forman Corporation

SC 13D · May 1, 2024

21.5%

31.5M shares

Select Equity Group, L.P.

SC 13G/A · Feb 14, 2024

7.3%

8.4M shares

Mallard Holdco, LLC 2

SC 13G/A · Feb 14, 2024

53.2%

0 shares

Mallard Holdco, LLC

SC 13G/A · Feb 14, 2023

59.2%

0 shares

Select Equity Group, L.P.

SC 13G/A · Feb 14, 2023

5.7%

6.5M shares

Select Equity Group, L.P.

SC 13G · Feb 11, 2022

5.4%

6.2M shares