13F-HR: Cannae Holdings Discloses $820 Million Portfolio in Latest 13F Filing

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.

Summary

• Cannae Holdings, Inc. filed its Form 13F-HR for the quarter ended June 30, 2025.
• The total value of the institutional investment manager's holdings is $819,959,776.
• The report lists 5 distinct holdings entries.
• Key holdings include Dun & Bradstreet Holdings Inc. with a value of $536,752,601 (59,048,691 shares), Alight Inc. with a value of $229,100,171 (40,477,062 shares), Paysafe Limited with a value of $31,073,431 (2,462,237 shares), System1 Inc. with a value of $14,938,073 (2,701,279 shares), and Rapid7 Inc. with a value of $8,095,500 (350,000 shares).
• All reported holdings are under sole investment discretion and sole voting authority.

Sentiment

Score: 5

Explanation: A 13F filing is a factual disclosure of holdings and does not inherently convey positive or negative sentiment regarding the filer's performance or outlook.

Future Outlook

NA

Management Comments

• The person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Industry Context

This filing provides a snapshot of Cannae Holdings, Inc.'s equity investment strategy within the broader financial services and technology sectors, reflecting its positions in companies like Dun & Bradstreet, Paysafe, and Alight, which operate in data, payments, and human capital management industries, respectively.

Comparison to Industry Standards

• NA

Stakeholder Impact

• Shareholders of Cannae Holdings, Inc. gain transparency into the company's investment portfolio and strategy.
• Investors in the underlying held companies (Dun & Bradstreet, Paysafe, Alight, System1, Rapid7) may observe significant institutional ownership, which can influence market perception.

Key Dates

Keywords

Cannae Holdings, 13F filing, institutional holdings, investment portfolio, equity holdings, Dun & Bradstreet, Paysafe, Alight, System1, Rapid7, SEC filing, investment management