Cannae Holdings, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Cannae Holdings, Inc. reported 5 stock positions worth $1.3 billion. Its top holding was Dun & Bradstreet (DNB) at 61.0% of the portfolio, followed by Alight Class A (ALIT, 29.8%) and Paysafe (PSFE, 5.8%). Compared with Q2 2024, it sold out of 2. The biggest sale was an exit from Dayforce (DAY).
- Most Recent 13F
- Q2 2026
- Location
- Las Vegas, NV
- CIK
- 0001704720
- Portfolio Value
- $1.3B (Q3 2024)
- SEC Filing
- 0001704720-24-000083 ↗ filed Nov 12, 2024
Holdings Value
Holdings 5 stocks · $1.3B
| DNB Dun & Bradstreet Holdings Inc. | 60.99% | 69,048,691 | $794.8M | No change |
| ALIT Alight Inc. Class A | 29.80% | 52,477,062 | $388.3M | No change |
| PSFE Paysafe Ltd. | 5.82% | 3,379,887 | $75.8M | No change |
| SYSTEM1 INC | 2.32% | 27,012,794 | $30.3M | No change |
| RPD RAPID7 Inc. | 1.07% | 350,000 | $14.0M | No change |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| None this quarter. | |||
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 |