Institutional Manager · CIK 0001704720
CANNAE HOLDINGS, INC.
LAS VEGAS, NV · File #028-20286
Latest AUM
$80.3M
Positions
2
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | Paysafe Limited | G6964L206 | -2,462,237 | -$31.8M | $0 |
| REDUCE | System1 Inc | SSTPW | -2,344,482 | -$9.2M | -$8.4M |
| EXITED | Rapid7 Inc | 753422104 | -350,000 | -$6.6M | $0 |
| REDUCE | Alight Inc | ALIT | 0 | $0 | -$53.0M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20252 pos · $80.3M
- 13F HOLDINGS REPORTQ/E Sep 20254 pos · $189.3M
- 13F HOLDINGS REPORTQ/E Jun 20255 pos · $820.0M
- 13F HOLDINGS REPORTQ/E Mar 20255 pos · $915.5M
- 13F HOLDINGS REPORTQ/E Dec 20245 pos · $1.22B
- 13F HOLDINGS REPORTQ/E Sep 20245 pos · $1.30B
- 13F HOLDINGS REPORTQ/E Jun 20247 pos · $1.19B
- 13F HOLDINGS REPORTQ/E Mar 20245 pos · $1.42B
- 13F HOLDINGS REPORTQ/E Dec 20235 pos · $1.51B
Top 2 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Alight Inc | ALIT | 40,477,062 | $78.9M | 98.26% |
| 2 | System1 Inc | SSTPW | 356,797 | $1.4M | 1.74% |