Cannae Holdings, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), Cannae Holdings, Inc. reported 2 stock positions worth $133.6 million. Its top holding was Space Exploration Techn Class A (SPCX) at 83.0% of the portfolio, followed by Alight Class A (ALIT, 17.0%). Compared with Q1 2026, it opened 1 new position and sold out of 1. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale an exit from SYSTEM1 (SST).
- Most Recent 13F
- Q2 2026
- Location
- Las Vegas, NV
- CIK
- 0001704720
- Portfolio Value
- $133.6M (Q2 2026)
- SEC Filing
- 0001704720-26-000136 ↗ filed Jul 14, 2026
Holdings Value
Holdings 2 stocks · $133.6M
Portfolio Sells Q1 2026 → Q2 2026
| SST SYSTEM1 Inc. | Sold out | 0.00% | −4.39 |
Portfolio Buys Q1 2026 → Q2 2026
| SPCX Space Exploration Techn Class A | New | 83.04% | +83.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2 | $133.6M | SPCX, ALIT |
| Q1 2026 | 2 | $24.6M | ALIT, SST |
| Q4 2025 | 2 | $80.3M | ALIT, SST |
| Q3 2025 | 4 | $189.3M | ALIT, PSFE, SST, RPD |
| Q2 2025 | 5 | $820.0M | DNB, ALIT, PSFE, SST, RPD |
| Q1 2025 | 5 | $915.5M | DNB, ALIT, PSFE, SYSTEM1 INC, RPD |
| Q4 2024 | 5 | $1.2B | DNB, ALIT, PSFE, SYSTEM1 INC, RPD |
| Q3 2024 | 5 | $1.3B | DNB, ALIT, PSFE, SYSTEM1 INC, RPD |
| Q2 2024 | 7 | $1.2B | DNB, ALIT, PSFE, DAY, SYSTEM1 INC |
| Q1 2024 | 5 | $1.4B | DNB, ALIT, DAY, PSFE, SYSTEM1 INC |