2026 Q2 Portfolio Activity
In 2026 Q2, Cannae Holdings, Inc. maintained a portfolio of 3 distinct positions. The most significant new addition was Space Exploration Techn Corp, now representing 83.04% of the total fund value. Conversely, Cannae Holdings, Inc. completely exited their position in System1 Inc.
Position History
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Total Positions
3
Quarter
2026 Q2
Top Holding
N/A (83.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-3 of 3
Cannae Holdings, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
N/A
Space Explorati...
|
|
Unknown | 83.04% | — |
#1
Prev: #—
|
9.5 |
—
|
649,350 | — |
NEW
|
649,350 | $110,947,941 | — | 13F Filing | 2026-06-30 | 2026-07-14 | ||
|
ALIT
Alight Inc
|
Technology | 16.96% | 95.61% |
#2
1
Prev: #1
|
6.5 |
—
|
no change | no change |
P
S
|
40,477,062 | $22,667,155 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SST
System1 Inc
|
Industrials | 0.00% | 4.39% |
Sold All 😨
(Was: #2) |
0.0 |
—
|
-356,797 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 |
Showing 1-3 of 3 holdings