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Duckhorn Portfolio shares owned by Westwood Holdings

Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Westwood Holdings from 13F filings

Historical chart of Westwood Holdings investment in Duckhorn Portfolio

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All positions including Duckhorn Portfolio held by Westwood Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duckhorn Portfolio by Westwood Holdings

Quarter filed Position value Share count Share price at filing
2023-09-30 $26M 2.5M 10.26
2023-06-30 $30M 2.3M 12.97
2023-03-31 $32M 2.0M 15.90
2022-12-31 $33M 2.0M 16.57
2022-09-30 $27M 1.8M 14.43
2022-06-30 $29M 1.4M 21.06
2022-03-31 $31M 1.7M 18.19
2021-12-31 $32M 1.4M 23.34