Cannae Holdings, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), Cannae Holdings, Inc. reported 5 stock positions worth $1.4 billion. Its top holding was Dun & Bradstreet (DNB) at 49.0% of the portfolio, followed by Alight Class A (ALIT, 36.5%) and Dayforce (DAY, 7.0%). Compared with Q4 2023, it added to 1 and reduced 2. The biggest buy was Paysafe (PSFE, shares +93%) and the biggest sale Dayforce (DAY, shares −63%).
- Most Recent 13F
- Q2 2026
- Location
- Las Vegas, NV
- CIK
- 0001704720
- Portfolio Value
- $1.4B (Q1 2024)
- SEC Filing
- 0001704720-24-000050 ↗ filed May 9, 2024
Holdings Value
Holdings 5 stocks · $1.4B
| DNB Dun & Bradstreet Holdings Inc. | 48.97% | 69,048,691 | $693.2M | Reduce -12.7% |
| ALIT Alight Inc. Class A | 36.51% | 52,477,062 | $516.9M | No change |
| DAY Dayforce Inc. | 7.01% | 1,500,000 | $99.3M | Reduce -62.5% |
| PSFE Paysafe Ltd. | 3.77% | 3,379,887 | $53.4M | Add +93.0% |
| SYSTEM1 INC | 3.74% | 27,012,794 | $52.9M | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| PSFE Paysafe Ltd. | Add +93.0% | 3.77% | +2.47 |
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 |