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Compiled from SEC Form N-PX filings and DUCKHORN PORTFOLIO INC.’s Form 8-K, filed 2024-12-23 (Item 5.07 on EDGAR). Page generated 02 October 2026.
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 2024-12-23 (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 | Outcome |
|---|---|---|---|---|---|---|
| Proposal 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 | -- | -- | Majority: yes |
| Proposal 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 | 130,451,334 | 580,320 | 1,963,150 | -- | -- | Majority: yes |
| Proposal 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 Agreeme | 129,855,014 | 1,145,198 | 1,994,592 | -- | -- | Majority: yes |
Source: DUCKHORN PORTFOLIO INC., Form 8-K, filed with the SEC on 2024-12-23 — read the filing on EDGAR.
Each item below shows how the 180 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.
Meeting held 2024-12-23.
Combines 8 wordings of this item as funds reported it.
99.5% Majority: yes · of votes cast
DUCKHORN PORTFOLIO INC.’s own tally for this item (“Proposal 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 ”): 130,451,334 for, 580,320 against, per its Form 8-K filed 2024-12-23 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 176 asset managers below cast 98% of the shares they voted on this item FOR (30,680,326 for, 628,418 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,514,294 | 0 | 0 | 0 | For |
| BlackRock | 3,016,197 | 0 | 0 | 0 | For |
| Dimensional | 2,345,505 | 0 | 0 | 0 | For |
| TIG Advisors, LLC | 2,279,458 | 0 | 0 | 0 | For |
| Sand Grove Capital Management LLP | 0 | 0 | 1,893,109 | 0 | Abstain |
| NEXPOINT ASSET MANAGEMENT, L.P. | 1,160,980 | 0 | 0 | 0 | For |
| NEXPOINT FUNDS I | 1,160,980 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,063,988 | 0 | 0 | 0 | For |
| State Street | 1,053,636 | 0 | 0 | 0 | For |
| Fidelity | 1,047,428 | 0 | 0 | 0 | For |
| GLAZER CAPITAL, LLC | 1,023,969 | 0 | 0 | 0 | For |
| Charles Schwab | 831,570 | 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 |
| ARBITRAGE FUNDS | 625,600 | 0 | 0 | 0 | For |
| BALYASNY ASSET MANAGEMENT L.P. | 562,717 | 0 | 0 | 0 | For |
| Gabelli | 484,918 | 0 | 0 | 0 | For |
| AMG Funds IV | 440,598 | 0 | 0 | 0 | For |
| Northern Trust | 430,623 | 0 | 0 | 0 | For |
| Investment Managers Series Trust II | 397,595 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 380,161 | 0 | 0 | 0 | For |
| New York Life | 320,463 | 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 |
Showing the 25 largest of 176 asset managers. See all 176 in the interactive database.
Meeting held 2024-12-23.
Combines 4 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
DUCKHORN PORTFOLIO INC.’s own tally for this item (“Proposal 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 2024-12-23 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 58 asset managers below cast 100% of the shares they voted on this item FOR (15,029,037 for, 0 against).
| 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 | For |
| 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.
Meeting held 2024-12-23.
Combines 2 wordings of this item as funds reported it.
99.1% Majority: yes · of votes cast
DUCKHORN PORTFOLIO INC.’s own tally for this item (“Proposal 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 insuff”): 129,855,014 for, 1,145,198 against, per its Form 8-K filed 2024-12-23 (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. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 57 asset managers below cast 99.5% of the shares they voted on this item FOR (14,962,851 for, 64,060 against).
| 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 | For |
| 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 | Against |
| 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.
Meeting held 2024-01-19 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).
Combines 2 wordings of this item as funds reported it.
90% Majority: yes · of votes cast
DUCKHORN PORTFOLIO INC.’s own tally for this item (“Proposal 3: was the approval, on an advisory basis, of the compensation of the Company's named executive officers”): 97,163,938 for, 10,936,394 against, per its Form 8-K filed 2024-01-24 (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. Of all 115,367,710 outstanding shares: 84% for, 9% against (94% of the company cast a for/against vote).
The 2 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 86 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | 0 | 86 | 0 | 0 | Against |
| Echo45 Advisors LLC | 0 | 0 | 0 | 0 | -- |
Meeting held 2024-12-23.
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (194,705 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| CAMBIAR INVESTORS LLC | 194,705 | 0 | 0 | 0 | For |
| JPMorgan | 0 | 0 | 0 | 0 | -- |
Ranked by the number of DUCKHORN PORTFOLIO INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 115,367,710 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 4.78% |
| 2 | BlackRock | 2.61% |
| 3 | Dimensional | 2.03% |
| 4 | TIG Advisors, LLC | 1.98% |
| 5 | Sand Grove Capital Management LLP | 1.64% |
| 6 | NEXPOINT ASSET MANAGEMENT, L.P. | 1.01% |
| 7 | NEXPOINT FUNDS I | 1.01% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 0.92% |
| 9 | State Street | 0.91% |
| 10 | Fidelity | 0.91% |
Percentages above are of 115,367,710 shares outstanding, as reported by DUCKHORN PORTFOLIO INC. on its Form 10-Q dated 2023-10-31 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, 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 2023-10-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At DUCKHORN PORTFOLIO INC.'s shareholder meeting held 2024-12-23, in the 2024-2025 proxy season, 180 asset managers reported how they voted in their SEC Form N-PX filings, covering 644 separate fund positions. Their filings are grouped here into 5 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… — FOR was 99.5% 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), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: DUCKHORN PORTFOLIO INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-12-23.
DUCKHORN PORTFOLIO INC. proxy season coverage: 2023-2024 · 2024-2025 (this page).