Duckhorn Portfolio Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:NAPA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
09 Apr 24	SellUS$224,750	Sean Sullivan	Individual	25,000	US$8.99
28 Mar 24	SellUS$273,932	Deirdre Mahlan	Individual	29,681	US$9.23
16 Jan 24	SellUS$138,934	Sean Sullivan	Individual	15,000	US$9.50
10 Jan 24	SellUS$1,000,491	Pete Przybylinski	Individual	100,000	US$10.01
08 Jan 24	SellUS$80,010	Zach Rasmuson	Individual	8,000	US$10.00
11 Dec 23	BuyUS$44,943	Deirdre Mahlan	Individual	5,000	US$8.99
04 Oct 23	BuyUS$49,750	Deirdre Mahlan	Individual	5,000	US$9.95

Insider Trading Volume

Insider Buying: NAPA insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of NAPA?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	10,289	0.00868%
Individual Insiders	3,778,171	3.19%
Hedge Funds	8,406,702	7.09%
Institutions	44,931,028	37.9%
VC/PE Firms	61,404,559	51.8%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 27.5%.

Top Shareholders

Top 25 shareholders own 92.73% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
53.2%	TSG Consumer Partners, LP	61,404,559	US$662.2m	-0.63%	25.58%
7.28%	Select Equity Group, L.P.	8,406,702	US$90.7m	16.6%	0.23%
4.41%	The Vanguard Group, Inc.	5,084,138	US$54.8m	4.71%	no data
3.25%	Massachusetts Financial Services Company	3,751,059	US$40.5m	9.72%	0.01%
3.1%	Dimensional Fund Advisors LP	3,577,702	US$38.6m	7.66%	0.01%
3.07%	BlackRock, Inc.	3,545,134	US$38.2m	1.56%	no data
2.92%	Westwood Management Corp.	3,368,871	US$36.3m	32.5%	0.23%
1.97%	Fidelity International Ltd	2,277,397	US$24.6m	231%	0.01%
1.42%	Royal Bank of Canada, Banking & Securities Investments	1,637,566	US$17.7m	6.12%	0.01%
1.34%	Alex Ryan	1,547,495	US$16.7m	-3.46%	no data
1.34%	Morgan Stanley, Investment Banking and Brokerage Investments	1,540,722	US$16.6m	59.6%	no data
1.22%	American Century Investment Management Inc	1,408,943	US$15.2m	-14.5%	0.01%
1.13%	Assenagon Asset Management S.A.	1,299,972	US$14.0m	41.1%	0.02%
0.86%	Geode Capital Management, LLC	996,870	US$10.8m	4.41%	no data
0.83%	State Street Global Advisors, Inc.	963,653	US$10.4m	5.6%	no data
0.73%	Scotia Asset Management L.P.	845,596	US$9.1m	-16.3%	0.01%
0.7%	River Road Asset Management, LLC	805,832	US$8.7m	0%	0.09%
0.69%	Lori Beaudoin	794,695	US$8.6m	-2.06%	no data
0.58%	Castleknight Management LP	672,292	US$7.3m	0%	0.83%
0.52%	Eaton Vance Management	600,102	US$6.5m	0%	no data
0.48%	FMR LLC	559,009	US$6.0m	-77.3%	no data
0.47%	Citadel Advisors LLC	537,489	US$5.8m	-33.9%	no data
0.46%	British Columbia Investment Management Corporation	531,310	US$5.7m	0%	0.02%
0.38%	Driehaus Capital Management LLC	439,603	US$4.7m	3.32%	0.03%
0.37%	Marshall Wace LLP	422,237	US$4.6m	0%	0.01%