SCHEDULE: Newtyn Management Discloses 6.1% Stake in Cannae Holdings

Sentiment:

Beneficial Ownership Report


Newtyn Management, LLC has reported a 6.1% beneficial ownership stake in Cannae Holdings, Inc., totaling 3,411,827 shares of common stock as of September 30, 2025.

Summary

  • Newtyn Management, LLC, an investment manager, reported beneficial ownership of 3,411,827 shares of Cannae Holdings, Inc. common stock.
  • This represents 6.1% of Cannae Holdings' outstanding common stock.
  • The ownership is held through two limited partnerships: Newtyn TE Partners, LP (2,120,341 shares) and Newtyn Partners, LP (1,291,486 shares).
  • The beneficial ownership percentage is calculated based on 56,014,815 shares of common stock issued and outstanding as of August 8, 2025.
  • Newtyn Management, LLC holds sole voting and dispositive power over these shares.
  • The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: This is a factual disclosure of beneficial ownership, inherently neutral in sentiment. It indicates an institutional investor holds a significant stake, which can be viewed positively as a vote of confidence, but the filing itself provides no performance or forward-looking information to sway sentiment significantly.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

  • Shareholders: Disclosure of a significant institutional investor holding 6.1% of the company's common stock. This indicates a notable investment by Newtyn Management, LLC.

Key Dates

DateDescription
2025-08-08Date used for calculating outstanding shares (56,014,815) based on Issuer's 10-Q.
2025-08-11Date Cannae Holdings, Inc. filed its Quarterly Report on Form 10-Q, providing the outstanding share count.
2025-09-30Date of the event which required the filing of this statement, reflecting the beneficial ownership stake.
2025-11-14Date the Schedule 13G was signed by Newtyn Management, LLC.

Recommendation

hold

This filing is a factual disclosure of a significant beneficial ownership stake by an institutional investor. While the presence of a substantial institutional holder can be seen as a positive signal, the filing itself does not provide sufficient financial or operational details to warrant a 'buy' or 'sell' recommendation. Investors should 'hold' and integrate this information with broader financial analysis of Cannae Holdings, Inc. and its industry.

Keywords

Cannae Holdings, Newtyn Management, Beneficial Ownership, Schedule 13G, Common Stock, Investment Manager, Equity Stake, Institutional Investor

Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.