Cannae Holdings
Las Vegas, NVfiles as Cannae Holdings, Inc.
$134m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 83.0% of the portfolio this quarter.
Value
$134m
Stocks
2
Top 10 share
100.0%
Turnover
83.0%
What changed this quarter
New
Bought for the first time this quarter.
- Space Exploration TechnologiesSPCX83.0% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
- System1SST-100%
Holdings
- Space Exploration TechnologiesSPCX
- Share
- 83.0%
- Value
- $111m
- Shares
- 649,350
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Space Exploration TechnologiesSPCX | 83.0% | $111m | 649,350 | New |
| Alight, Inc. / DelawareALIT | 17.0% | $23m | 40,477,062 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 83.7% since 30 June 2025.
Where the money is
Technology100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.