Cannae Holdings, INC
Market Movers (8-K)
NYSE
Cannae Holdings, Inc. announced the sale of its ownership interest in The Watkins Company for $90 million, marking a step in its portfolio transformation strategy.
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Cannae Holdings, Inc. has completed the sale of its interest in Brasada Ranch to an entity controlled by William P. Foley, II, and has amended its Director Services Agreement with Mr. Foley.
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Cannae Holdings, Inc. announced its first quarter 2026 financial results, highlighting progress on strategic priorities including portfolio transformation towards sports and entertainment, enhanced operating performance, disciplined capital return, and ongoing governance evolution.
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Cannae Holdings reported a significant net loss for Q4 and full-year 2025, driven by Alight's goodwill impairment, while accelerating its strategic shift towards sports and entertainment investments.
Worse than expected
NYSE
Cannae Holdings, Inc. shareholders approved a plan to declassify its Board of Directors and ratified its independent accountants, but rejected the advisory vote on executive compensation and a proposal to engage an investment banker.
Worse than expected
NYSE
Cannae Holdings, Inc. announced preliminary results from its 2025 Annual Meeting, including board elections, declassification approval, and rejection of executive compensation and an investment banker proposal.
Worse than expected
Quarterly Earnings (10-Q)
NYSE
Cannae Holdings, Inc. reported its first quarter 2026 financial results, highlighting a net loss and continued challenges in its Restaurant Group segment, while its investments in unconsolidated affiliates showed mixed performance.
Worse than expected
NYSE
Cannae Holdings reported a significant net loss in Q3 2025, driven by a large impairment charge on its Alight investment, despite completing the sale of Dun & Bradstreet and active share repurchases.
Worse than expected
NYSE
Cannae Holdings, Inc. reported significantly increased net losses for Q2 and H1 2025, driven by substantial investment impairments and declining restaurant revenues, despite ongoing strategic portfolio adjustments.
Worse than expected
NYSE
Cannae Holdings reports a net loss of $115.0 million for Q1 2025, with the Dun & Bradstreet sale expected to close in the third quarter.
Worse than expected
NYSE
Cannae Holdings experienced a decrease in revenue and a net loss in Q3 2024, influenced by restaurant closures, strategic investment adjustments, and impairments.
Worse than expected
NYSE
Cannae Holdings' second quarter results were significantly impacted by investment losses, particularly in Sightline, and a decline in restaurant revenue.
Worse than expected
Annual Reports (10-K)
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Cannae Holdings files an amendment to its 2025 Annual Report to update governance, executive compensation, and director disclosures.
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Cannae Holdings, Inc. reported a significant net loss in 2025, driven by a major goodwill impairment at Alight, despite strategic portfolio adjustments and expansion in its sports and investment segments.
Worse than expected
NYSE
Cannae Holdings files an amendment to its 2024 annual report, providing detailed information on executive compensation, director independence, and related party transactions following a shift to internal management.
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Cannae Holdings' 2024 10-K filing reveals a year of strategic portfolio adjustments, including Dayforce sales and new investments, amidst challenges in the restaurant sector and fluctuating equity values.
Worse than expected
NYSE
Cannae Holdings has amended its operating agreement and set a termination date for its management services agreement with Trasimene Capital Management for June 30, 2027.
Insider Trading (Form 4)
NYSE
Cannae Holdings, Inc. reports a transaction where Director Tyler Woodrow acquired 1,086 shares of common stock under the Director Retainer Election Program.
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Cannae Holdings, Inc. reports a transaction where Director Cherie L. Schaible acquired 2,171 shares of common stock.
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Cannae Holdings, Inc. reports a transaction where Director Hugh R. Harris acquired 1,129 shares of common stock.
NYSE
EVP and Chief Legal Officer Peter Sadowski sold 157 shares of Cannae Holdings, Inc. common stock.
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Cannae Holdings, Inc. reports a stock acquisition by Director Tyler Woodrow through the Director Retainer Election Program.
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Cannae Holdings, Inc. reports a director's acquisition of common stock through a retainer program.
Proxy Statements (Def-14A)
NYSE
Cannae Holdings highlights its successful $249 million investment in Black Knight Football, showcasing significant value creation through strategic acquisitions and operational improvements in European football clubs.
Better than expected
NYSE
Cannae Holdings, Inc. urges shareholders to vote for its director nominees, defending its strategic transformation against Carronade's activist campaign ahead of the December 12, 2025 Annual Meeting.
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Cannae Holdings, Inc. urges shareholders to vote for its four highly qualified director nominees at the upcoming December 12 Annual Meeting, countering Carronade's slate.
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Cannae Holdings, Inc. urges shareholders to vote for its current directors, refuting Carronade's claims and defending its strategic transformation, governance enhancements, and capital return initiatives.
NYSE
Cannae Holdings urges shareholders to support its director nominees and strategic shift towards private investments, countering Carronade Capital's short-term agenda.
Better than expected
NYSE
Cannae Holdings, Inc. filed a definitive proxy statement urging shareholders to vote for its director nominees to protect long-term value against an activist hedge fund's short-term agenda.
Institutional Holdings (13F)
NYSE
Cannae Holdings reports institutional equity holdings totaling $24.55 million as of March 31, 2026.
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Cannae Holdings, Inc. filed its Form 13F-HR, revealing its equity holdings totaling over $80 million as of December 31, 2025.
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Cannae Holdings, Inc. reported its institutional investment holdings for the quarter ended September 30, 2025, totaling $189.3 million across four equity positions.
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Cannae Holdings, Inc. has filed its Form 13F-HR, revealing an institutional investment portfolio valued at approximately $819.96 million as of June 30, 2025, across five distinct equity holdings.
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Cannae Holdings' latest 13F filing unveils its investment portfolio as of March 31, 2025, with substantial holdings in Dun & Bradstreet, Paysafe, Alight, System1, and Rapid7.
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Cannae Holdings reports its 13F holdings for the quarter ended December 31, 2024, disclosing approximately $1.22 billion in managed equity assets.
Schedule 13D - Activist Investments
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Activist investor Carronade Capital successfully elected two of its nominees to Cannae Holdings' Board of Directors, signaling a mandate for corporate governance changes and value creation.
Better than expected
NYSE
Cannae Holdings, LLC sold 2.34 million shares of System1, Inc. Class A common stock for approximately $10 million, reducing its beneficial ownership to 4.4%.
Worse than expected
NYSE
Cannae Holdings, Inc. and Cannae Holdings, LLC have fully divested their entire stake in Paysafe Ltd. through a privately negotiated transaction with the issuer.
NYSE
Cannae Holdings, Inc. and Cannae Holdings, LLC updated their beneficial ownership in System1, Inc. to 33.2% of Class A common stock due to an increase in the issuer's total outstanding shares.
Worse than expected
NYSE
Carronade Capital Management has resubmitted its slate of four director nominees for Cannae Holdings' 2025 annual meeting following a significant delay in the meeting's scheduling.
Delay expected
Worse than expected
NYSE
Cannae Holdings, Inc. and its affiliates have ceased beneficial ownership of Dun & Bradstreet Holdings, Inc. common stock following a merger transaction.
Schedule 13G - Passive Investments
NYSE
William P. Foley, II has updated his beneficial ownership filing for Cannae Holdings, Inc., reporting 4,992,348 shares, representing 11.3% of the outstanding common stock.
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Private Management Group, Inc. has filed a Schedule 13G reporting a 5.1% beneficial ownership stake in Cannae Holdings, Inc.
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River Road Asset Management, LLC has filed a Schedule 13G, reporting beneficial ownership of 4.2% of Cannae Holdings, Inc. common stock as of March 31, 2026.
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The Vanguard Group has filed an amended Schedule 13G, reporting 0% beneficial ownership in Cannae Holdings Inc. following an internal realignment.
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The Vanguard Group filed an amended Schedule 13G, reporting an 8.6% beneficial ownership in Cannae Holdings Inc. common stock.
NYSE
The Vanguard Group has filed an amendment disclosing a 10.21% beneficial ownership stake in Cannae Holdings Inc., representing over 5 million shares of common stock.