Cannae Holdings, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 6, 2026), Cannae Holdings, Inc. reported 2 stock positions worth $80.3 million. Its top holding was Alight Class A (ALIT) at 98.3% of the portfolio, followed by SYSTEM1 (SST, 1.7%). Compared with Q3 2025, it sold out of 2 and reduced 1. The biggest sale was an exit from Paysafe (PSFE).
- Most Recent 13F
- Q2 2026
- Location
- Las Vegas, NV
- CIK
- 0001704720
- Portfolio Value
- $80.3M (Q4 2025)
- SEC Filing
- 0001704720-26-000010 ↗ filed Jan 6, 2026
Holdings Value
Holdings 2 stocks · $80.3M
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| 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 |