13F-HR: Cannae Holdings Discloses $1.2 Billion in Equity Holdings as of December 31, 2024

Cannae Holdings reports its 13F holdings for the quarter ended December 31, 2024, disclosing approximately $1.22 billion in managed equity assets.

Summary

• Cannae Holdings, Inc. filed its Form 13F for the reporting period ending December 31, 2024.
• The filing discloses the firm's holdings, with a total value of $1,220,898,305.
• The report lists five holdings, including Dun & Bradstreet Holdings Inc., Paysafe Limited, Alight Inc., System1 Inc., and Rapid7 Inc.

Sentiment

Score: 6

Explanation: The document is a standard 13F filing, which is neutral in nature. The sentiment is moderately positive as it provides transparency into the company's holdings.

Positives

• The filing provides transparency into Cannae Holdings' investment portfolio.
• The diversified portfolio includes holdings in various companies across different sectors.

Management Comments

• Bryan D. Coy, Chief Financial Officer of Cannae Holdings, signed the report.

Industry Context

Form 13F filings are required for institutional investment managers with at least $100 million in assets under management, providing insights into their investment strategies and portfolio composition.

Comparison to Industry Standards

• Cannae Holdings' investment strategy can be compared to other investment firms by analyzing the composition of their respective 13F filings.
• Comparing the performance of Cannae Holdings' portfolio to industry benchmarks can provide insights into the effectiveness of their investment decisions.

Stakeholder Impact

• Shareholders can use this information to understand Cannae Holdings' investment strategy.
• The holdings may impact the stock prices of the companies in which Cannae Holdings has invested.

Key Dates