What smart money is saying about Duckhorn Portfolio Inc.
NAPA
No fund has written a full thesis on Duckhorn Portfolio Inc. in our archive, but 1 fund letter reports a position in it, most recently AMG River Road Small Cap Value Fund in December 2024.
Get an email when a fund buys, sells or pitches it
1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Duckhorn Portfolio Inc. on record in the archive was reported in Q4 2024, across 1 fund letter, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2024 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- December 2024
“Positions eliminated in Q4 were (market caps as of month end after sale and convictions at the time of sale are in parenthesis): luxury wine producer Duckhorn Portfolio Inc. (NAPA, $1.6B market cap, 3.5 conviction),”
Duckhorn Portfolio Inc.
Read the letters behind these Duckhorn Portfolio Inc. positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves, and to Warren AI, which reads all of them for you.
View plans→Share this ledger