Arkolith/Funds/Cannae Holdings, Inc.

Cannae Holdings, Inc.

CIK 1704720
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

Cannae Holdings, Inc. holds a concentrated book of 2 stocks worth $133.6M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Space Exploration Techn Corp. Their largest long position is Space Exploration Techn Corp at 83% of the equity book.

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Use Arkolith to show Cannae Holdings, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
0
existing
Trimmed
0
reduced
Sold out
1
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

17% mapped to company sectors

ETF / fund or unclassified
83%
Industrials
17%
Information Technology
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • Space Exploration Techn Corp
    New$110.9M
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Cannae Holdings, Inc.

Manager / fundShared namesTheir $ in those
Y-Intercept (Hong Kong) Ltd2 / 2$42.8M
BlackRock, Inc.2 / 2$23.6M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2 / 2$17.9M
VANGUARD CAPITAL MANAGEMENT LLC2 / 2$11.4M
GEODE CAPITAL MANAGEMENT, LLC2 / 2$6.9M
STATE STREET CORP2 / 2$6.4M
UBS Group AG2 / 2$5.2M
RENAISSANCE TECHNOLOGIES LLC2 / 2$3.6M

Ranked by how many of Cannae Holdings, Inc.'s top 2 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

2 positions
#SecurityValueShares% PortLast moveHistory
1Space Exploration Techn Corp
CLASS A COM STK
$110.9M649.4K
83.0%
New
New position
2Alight Inc
COM CL A
$22.7M40.48M
17.0%
Held
Showing all 2 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 20262$133.6M13F-HR
Q1 2026Mar 31, 2026Apr 15, 20262$24.6M13F-HR
Q4 2025Dec 31, 2025Jan 6, 20262$80.3M13F-HR
Q3 2025Sep 30, 2025Nov 5, 20254$189.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.