Cannae Holdings, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 9, 2024), Cannae Holdings, Inc. reported 7 stock positions worth $1.2 billion. Its top holding was Dun & Bradstreet (DNB) at 53.6% of the portfolio, followed by Alight Class A (ALIT, 32.4%) and Paysafe (PSFE, 5.0%). Compared with Q1 2024, it opened 2 new positions and reduced 1. The biggest buy was a new position in RAPID7 (RPD) and the biggest sale Dayforce (DAY, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- Las Vegas, NV
- CIK
- 0001704720
- Portfolio Value
- $1.2B (Q2 2024)
- SEC Filing
- 0001704720-24-000071 ↗ filed Aug 9, 2024
Holdings Value
Holdings 7 stocks · $1.2B
| DNB Dun & Bradstreet Holdings Inc. | 53.57% | 69,048,691 | $639.4M | No change |
| ALIT Alight Inc. Class A | 32.45% | 52,477,062 | $387.3M | No change |
| PSFE Paysafe Ltd. | 5.01% | 3,379,887 | $59.8M | No change |
| DAY Dayforce Inc. | 4.16% | 1,000,000 | $49.6M | Reduce -33.3% |
| SYSTEM1 INC | 3.44% | 27,012,794 | $41.1M | No change |
| RPD RAPID7 Inc. | 1.27% | 350,000 | $15.1M | New |
| MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC | 0.11% | 64,558 | $1.3M | New |
Portfolio Sells Q1 2024 → Q2 2024
| DAY Dayforce Inc. | Reduce -33.3% | 4.16% | −2.86 |
Portfolio Buys Q1 2024 → Q2 2024
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 |