Cannae Holdings, Inc.
•CIK: 1704720•Filing: Q4 2025
**Cannae Holdings, Inc.** manages $80M across a concentrated portfolio of two core positions. The fund exhibits a significant overweight to ALIT, representing $78.9M of its total assets. This structure indicates a high conviction, concentrated bet on the ALIT name, with a minor allocation to SST at $1.4M. The strategy appears highly focused, relying on deep conviction in select, large-cap names.
Total AUM
$80.3M
QoQ Performance
-57.6%
Positions
2
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
ALIT
ALIT98.3%
SST1.7%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
SST
System1 Inc
-86.8%
1.7% of portfolio
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
—
Paysafe Limited
SOLD
$31.8M
Changes from Q3 2025
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023