Cannae Holdings, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Cannae Holdings, Inc. reported 5 stock positions worth $820.0 million. Its top holding was Dun & Bradstreet (DNB) at 65.5% of the portfolio, followed by Alight Class A (ALIT, 27.9%) and Paysafe (PSFE, 3.8%). Compared with Q1 2025, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in SYSTEM1 (SST) and the biggest sale Dun & Bradstreet (DNB, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- Las Vegas, NV
- CIK
- 0001704720
- Portfolio Value
- $820.0M (Q2 2025)
- SEC Filing
- 0001704720-25-000074 ↗ filed Jul 10, 2025
Holdings Value
Holdings 5 stocks · $820.0M
Portfolio Sells Q1 2025 → Q2 2025
| DNB Dun & Bradstreet Holdings Inc. | Reduce -14.5% | 65.46% | −1.96 |
| SYSTEM1 INC | Sold out | 0.00% | −1.13 |
Portfolio Buys Q1 2025 → Q2 2025
| SST SYSTEM1 Inc. | New | 1.82% | +1.82 |
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 |