Cannae Holdings, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Cannae Holdings, Inc. reported 2 stock positions worth $24.6 million. Its top holding was Alight Class A (ALIT) at 95.6% of the portfolio, followed by SYSTEM1 (SST, 4.4%). Its holdings were unchanged from Q4 2025.

Most Recent 13F
Q2 2026
Location
Las Vegas, NV
CIK
0001704720
Portfolio Value
$24.6M (Q1 2026)
SEC Filing
0001704720-26-000086 ↗ filed Apr 15, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.4B Q1 2024 Q2 2024: $1.2B Q2 2024 Q3 2024: $1.3B Q3 2024 Q4 2024: $1.2B Q4 2024 Q1 2025: $915.5M Q1 2025 Q2 2025: $820.0M Q2 2025 Q3 2025: $189.3M Q3 2025 Q4 2025: $80.3M Q4 2025 Q1 2026: $24.6M $24.6M Q1 2026 Q2 2026: $133.6M Q2 2026

Holdings 2 stocks · $24.6M

ALIT Alight Inc. Class A 95.61% 40,477,062 $23.5M No change
SST SYSTEM1 Inc. 4.39% 356,797 $1.1M No change

Portfolio Sells Q4 2025 → Q1 2026

None this quarter.

Portfolio Buys Q4 2025 → Q1 2026

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$133.6MSPCX, ALIT
Q1 2026 2$24.6MALIT, SST
Q4 2025 2$80.3MALIT, SST
Q3 2025 4$189.3MALIT, PSFE, SST, RPD
Q2 2025 5$820.0MDNB, ALIT, PSFE, SST, RPD
Q1 2025 5$915.5MDNB, ALIT, PSFE, SYSTEM1 INC, RPD
Q4 2024 5$1.2BDNB, ALIT, PSFE, SYSTEM1 INC, RPD
Q3 2024 5$1.3BDNB, ALIT, PSFE, SYSTEM1 INC, RPD
Q2 2024 7$1.2BDNB, ALIT, PSFE, DAY, SYSTEM1 INC
Q1 2024 5$1.4BDNB, ALIT, DAY, PSFE, SYSTEM1 INC