Medina Value Partners’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,263,815
Closed -$13.2M 21
2024
Q3
$13.2M Buy
+2,263,815
New +$14.9M 4.93% 9

Other funds holding NAPA

Medina Value Partners's NAPA Position: Q4 2024 in Review

Medina Value Partners sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 2,263,815 shares — an estimated $13.2M sold.

Medina Value Partners first reported a position in NAPA in Q3 2024 and held it in 1 quarter. The position peaked at $13.2M in Q3 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

  • Medina Value Partners reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
  • Medina Value Partners sold 2,263,815 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $13.2M.
  • Medina Value Partners first reported a position in The Duckhorn Portfolio, Inc. in Q3 2024 and held it in 1 quarter.
  • Medina Value Partners's The Duckhorn Portfolio, Inc. position peaked at $13.2M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Medina Value Partners's 13F filing for Q4 2024, filed 13 Feb 2025.