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Compiled from SEC Form N-PX filings and DUCKHORN PORTFOLIO INC.’s Form 8-K, filed December 23, 2024 (Item 5.07 on EDGAR). Page generated October 14, 2026.
Meeting of December 23, 2024: 3 items on DUCKHORN PORTFOLIO INC.’s Form 8-K, filed December 23, 2024: 2 approved · 1 without a stated outcome.
None.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Proxy season: 2023-2024 2024-2025
Explore DUCKHORN PORTFOLIO INC. in the interactive database Compare manager voting policies
These tallies are DUCKHORN PORTFOLIO INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed December 23, 2024 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| 1. Proposal to adopt the Agreement and Plan of Merger, dated October 6, 2024 (the "Merger Agreement"), by and among Duckhorn, Marlee Buyer, Inc | 130,985,738 | 40,797 | 1,968,269 | -- | -- | 99.9% | Not verified | — |
| 2. Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Duckhorn's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger A | 130,451,334 | 580,320 | 1,963,150 | -- | -- | 99.5% | Approved | — |
| 3. Proposal to adjourn the Special Meeting to a later date or dates, if necessary or appropriate, including to solicit additional proxies to approve the proposal to adopt the Merger Agreement if there are insufficient votes to adopt the Merger Agreement at the | 129,855,014 | 1,145,198 | 1,994,592 | -- | -- | 99.1% | Approved | — |
Source: DUCKHORN PORTFOLIO INC., Form 8-K, filed with the SEC on December 23, 2024 — read the filing on EDGAR.
Each item below shows how the 178 asset managers that disclosed a DUCKHORN PORTFOLIO INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of DUCKHORN PORTFOLIO INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 4 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
Description as filed by funds: A proposal to adopt the Agreement and Plan of Merger, dated October 6, 2024 (the "Merger Agreement"), by and among The Duckhorn Portfolio, Inc. ("Duckhorn"), Marlee Buyer, Inc. ("Parent"), and Marlee Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"). Upon the terms and subject to the conditions of the Merger Agreement, Merger Sub will merge with and into Duckhorn, with Duckhorn continuing as the surviving corporation and a wholly owned subsidiary of Parent.
DUCKHORN PORTFOLIO INC.’s own tally for this item (“1. Proposal to adopt the Agreement and Plan of Merger, dated October 6, 2024 (the "Merger Agreement"), by and among Duckhorn, Marlee Buyer, Inc”): 130,985,738 for, 40,797 against, per its Form 8-K filed December 23, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 58 asset managers below reported 15,029,037 for, 60,840 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,395,744 | 0 | 0 | 0 | For |
| Dimensional | 2,174,556 | 0 | 0 | 0 | For |
| BlackRock | 1,302,381 | 0 | 0 | 0 | For |
| NEXPOINT FUNDS I | 1,160,980 | 0 | 0 | 0 | For |
| Fidelity | 1,038,058 | 0 | 0 | 0 | For |
| ARBITRAGE FUNDS | 625,600 | 0 | 0 | 0 | For |
| AMG Funds IV | 440,598 | 0 | 0 | 0 | For |
| Charles Schwab | 415,785 | 0 | 0 | 0 | For |
| Investment Managers Series Trust II | 397,595 | 0 | 0 | 0 | For |
| New York Life | 320,463 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 259,967 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 187,045 | 0 | 0 | 0 | For |
| Equitable | 95,391 | 0 | 60,840 | 0 | Mixed |
| ALTSHARES TRUST | 136,711 | 0 | 0 | 0 | For |
| TIAA | 116,629 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 110,676 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 93,310 | 0 | 0 | 0 | For |
| First Trust | 80,388 | 0 | 0 | 0 | For |
| WisdomTree | 61,194 | 0 | 0 | 0 | For |
| Lincoln Financial | 51,470 | 0 | 0 | 0 | For |
| GDL FUND | 50,000 | 0 | 0 | 0 | For |
| TETON WESTWOOD FUNDS | 49,082 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 42,090 | 0 | 0 | 0 | For |
| American Century | 40,912 | 0 | 0 | 0 | For |
| ProShares | 37,485 | 0 | 0 | 0 | For |
Showing the 25 largest of 58 asset managers. See all 58 in the interactive database.
Combines 2 wordings of this item as funds reported it.
99.1% Approved · of votes cast
Description as filed by funds: A PROPOSAL TO ADJOURN THE SPECIAL MEETING TO A LATER DATE OR DATES, IF NECESSARY OR APPROPRIATE, INCLUDING TO SOLICIT ADDITIONAL PROXIES TO APPROVE THE PROPOSAL TO ADOPT THE MERGER AGREEMENT IF THERE ARE INSUFFICIENT VOTES TO ADOPT THE MERGER AGREEMENT AT THE TIME OF THE SPECIAL MEETING.
DUCKHORN PORTFOLIO INC.’s own tally for this item (“3. Proposal to adjourn the Special Meeting to a later date or dates, if necessary or appropriate, including to solicit additional proxies to approve the proposal to adopt the Merger Agreement if there are insufficient vo”): 129,855,014 for, 1,145,198 against — passed, per its Form 8-K filed December 23, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Set forth below are the voting results for the Adjournment Proposal, which was approved by the Company's stockholders:”
Support: 99.1% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 57 asset managers below reported 14,962,851 for, 64,060 against, 60,840 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,395,744 | 0 | 0 | 0 | For |
| Dimensional | 2,174,556 | 0 | 0 | 0 | For |
| BlackRock | 1,302,381 | 0 | 0 | 0 | For |
| NEXPOINT FUNDS I | 1,160,980 | 0 | 0 | 0 | For |
| Fidelity | 1,038,058 | 0 | 0 | 0 | For |
| ARBITRAGE FUNDS | 625,600 | 0 | 0 | 0 | For |
| AMG Funds IV | 440,598 | 0 | 0 | 0 | For |
| Charles Schwab | 415,785 | 0 | 0 | 0 | For |
| Investment Managers Series Trust II | 397,595 | 0 | 0 | 0 | For |
| New York Life | 320,463 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 259,967 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 187,045 | 0 | 0 | 0 | For |
| Equitable | 95,391 | 0 | 60,840 | 0 | Mixed |
| ALTSHARES TRUST | 136,711 | 0 | 0 | 0 | For |
| TIAA | 116,629 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 110,676 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 93,310 | 0 | 0 | 0 | For |
| First Trust | 80,388 | 0 | 0 | 0 | For |
| WisdomTree | 61,194 | 0 | 0 | 0 | For |
| Lincoln Financial | 12,070 | 39,400 | 0 | 0 | Mixed |
| GDL FUND | 50,000 | 0 | 0 | 0 | For |
| TETON WESTWOOD FUNDS | 49,082 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 42,090 | 0 | 0 | 0 | For |
| American Century | 40,912 | 0 | 0 | 0 | For |
| ProShares | 37,485 | 0 | 0 | 0 | For |
Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.
Combines 8 wordings of this item as funds reported it.
99.5% Approved · of votes cast
Description as filed by funds: A proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Duckhorn's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement; and
DUCKHORN PORTFOLIO INC.’s own tally for this item (“2. Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Duckhorn's named executive officers that is based on or otherwise relates to the Merger Agreement and the t”): 130,451,334 for, 580,320 against — passed, per its Form 8-K filed December 23, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Set forth below are the voting results for the Compensation Proposal, which was approved by the Company's stockholders on a non-binding, advisory basis:”
Support: 99.5% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,395,744 | 0 | 0 | 0 | For |
| Dimensional | 2,174,556 | 0 | 0 | 0 | For |
| BlackRock | 1,302,381 | 0 | 0 | 0 | For |
| NEXPOINT FUNDS I | 1,160,980 | 0 | 0 | 0 | For |
| Fidelity | 1,038,058 | 0 | 0 | 0 | For |
| ARBITRAGE FUNDS | 625,600 | 0 | 0 | 0 | For |
| AMG Funds IV | 440,598 | 0 | 0 | 0 | For |
| Charles Schwab | 415,785 | 0 | 0 | 0 | For |
| Investment Managers Series Trust II | 397,595 | 0 | 0 | 0 | For |
| New York Life | 320,463 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 259,967 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 187,045 | 0 | 0 | 0 | For |
| Equitable | 95,391 | 60,840 | 0 | 0 | Mixed |
| ALTSHARES TRUST | 136,711 | 0 | 0 | 0 | For |
| TIAA | 0 | 116,629 | 0 | 0 | Against |
| Janus Detroit Street Trust | 110,676 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 93,310 | 0 | 0 | 0 | For |
| First Trust | 80,388 | 0 | 0 | 0 | For |
| WisdomTree | 61,194 | 0 | 0 | 0 | For |
| Lincoln Financial | 51,470 | 0 | 0 | 0 | For |
| GDL FUND | 50,000 | 0 | 0 | 0 | For |
| TETON WESTWOOD FUNDS | 49,082 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 42,090 | 0 | 0 | 0 | For |
| American Century | 40,912 | 0 | 0 | 0 | For |
| ProShares | 37,485 | 0 | 0 | 0 | For |
Fund voting reports, all 56 managers: 14,893,435 for, 177,835 against, 16,481 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| TIG Advisors, LLC | 2,279,458 | 0 | 0 | 0 | For |
| Sand Grove Capital Management LLP | 0 | 0 | 1,893,109 | 0 | Abstain |
| BlackRock | 1,713,816 | 0 | 0 | 0 | For |
| NEXPOINT ASSET MANAGEMENT, L.P. | 1,160,980 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,063,988 | 0 | 0 | 0 | For |
| State Street | 1,036,291 | 0 | 0 | 0 | For |
| GLAZER CAPITAL, LLC | 1,023,969 | 0 | 0 | 0 | For |
| WATER ISLAND CAPITAL LLC | 763,808 | 0 | 0 | 0 | For |
| River Road Asset Management, LLC | 628,452 | 0 | 0 | 0 | For |
| BALYASNY ASSET MANAGEMENT L.P. | 562,717 | 0 | 0 | 0 | For |
| Gabelli | 472,618 | 0 | 0 | 0 | For |
| Charles Schwab | 415,785 | 0 | 0 | 0 | For |
| Northern Trust | 401,152 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 380,161 | 0 | 0 | 0 | For |
| PPM AMERICA INC/IL | 293,262 | 0 | 0 | 0 | For |
| First Eagle Investment Management, LLC | 286,772 | 0 | 0 | 0 | For |
| BOSTON MANAGEMENT & RESEARCH | 281,374 | 0 | 0 | 0 | For |
| Polar Asset Management Partners Inc. | 250,000 | 0 | 0 | 0 | For |
| MCMORGAN & CO LLC | 86,633 | 151,625 | 0 | 0 | Mixed |
| MARSHALL WACE, LLP | 237,379 | 0 | 0 | 0 | For |
| Goldman Sachs | 216,131 | 0 | 0 | 0 | For |
| Point72 | 185,497 | 0 | 0 | 0 | For |
| Dimensional | 170,949 | 0 | 0 | 0 | For |
| Two Sigma | 158,181 | 0 | 0 | 0 | For |
| RBC Capital Markets, LLC | 155,900 | 0 | 0 | 0 | For |
Institutional-manager reports, all 134 managers: 15,786,891 for, 450,583 against, 1,909,590 abstained. Showing the 25 largest; see all in the interactive database.
100% of fund votes cast · no official result
The 2 asset managers below reported 194,705 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| CAMBIAR INVESTORS LLC | 194,705 | 0 | 0 | 0 | For |
| JPMorgan | 0 | 0 | 0 | 0 | -- |
Not shown here: this season’s fund filings also report 1 item from the meeting of January 19, 2024, which belongs to the 2023-2024 season. A meeting outside this season’s July 1 to June 30 window is not counted in this page’s items or in its totals of asset managers and fund votes.
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 115,367,710 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 4.68% |
| 2 | Dimensional | 1.88% |
| 3 | BlackRock | 1.13% |
| 4 | NEXPOINT FUNDS I | 1.01% |
| 5 | Fidelity | 0.90% |
| 6 | ARBITRAGE FUNDS | 0.54% |
| 7 | AMG Funds IV | 0.38% |
| 8 | Charles Schwab | 0.36% |
| 9 | Investment Managers Series Trust II | 0.34% |
| 10 | New York Life | 0.28% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | TIG Advisors, LLC | 1.98% |
| 2 | Sand Grove Capital Management LLP | 1.64% |
| 3 | BlackRock | 1.49% |
| 4 | NEXPOINT ASSET MANAGEMENT, L.P. | 1.01% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 0.92% |
| 6 | State Street | 0.90% |
| 7 | GLAZER CAPITAL, LLC | 0.89% |
| 8 | WATER ISLAND CAPITAL LLC | 0.66% |
| 9 | River Road Asset Management, LLC | 0.54% |
| 10 | BALYASNY ASSET MANAGEMENT L.P. | 0.49% |
Percentages above are of 115,367,710 shares outstanding, as reported by DUCKHORN PORTFOLIO INC. on its Form 10-Q dated October 31, 2023 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from DUCKHORN PORTFOLIO INC.’s 10-Q dated October 31, 2023. This page is a static snapshot rebuilt weekly on October 14, 2026; a live search always shows the current data.
At DUCKHORN PORTFOLIO INC.'s shareholder meeting held December 23, 2024, in the 2024-2025 proxy season, 178 asset managers reported how they voted in their SEC Form N-PX filings, covering 639 separate fund positions. Their filings are grouped here into 4 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — A proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or… — DUCKHORN PORTFOLIO INC.'s filing reports the proposal as approved, with 99.5% support of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: DUCKHORN PORTFOLIO INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on December 23, 2024.
DUCKHORN PORTFOLIO INC. proxy season coverage: 2023-2024 · 2024-2025 (this page).
Download data (CSV): ballot items · votes by manager · column guide.