The Duckhorn PortfolioNAPA
Market Cap: $893M
About: The Duckhorn Portfolio Inc produces luxury and ultra-luxury wine across a portfolio of winery brands, including Duckhorn Vineyards, Paraduxx, Goldeneye, Migration, Decoy, Canvasback, Calera, Kosta Browne, Greenwing, and Postmark. Its revenue is comprised of wholesale and direct-to-consumer sales. Wholesale revenue is generated through sales directly to California retailers and restaurants, sales to distributors and agents located in other states throughout the United States, and sales to export distributors that sell internationally.
Employees: 490
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
97% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 33
0% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]
9% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 33
2% less funds holding
Funds holding: 147 [Q1] → 144 (-3) [Q2]
22.33% less ownership
Funds ownership: 98.94% [Q1] → 76.61% (-22.33%) [Q2]
25% less capital invested
Capital invested by funds: $1.06B [Q1] → $800M (-$263M) [Q2]
47% less call options, than puts
Call options by funds: $238K | Put options by funds: $445K
Research analyst outlook
We haven’t received any recent analyst ratings for NAPA.