What smart money is saying about Cannae Holdings, Inc.
CNNE
No fund has written a full thesis on Cannae Holdings, Inc. in our archive, but 1 fund letter reports a position in it, most recently The London Company Smid Cap Equity in June 2025.
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1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Cannae Holdings, Inc. on record in the archive was reported in Q2 2025, across 1 fund letter, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2025 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- June 2025
“Trades During the Quarter ● Exited: Cannae Holdings, Inc. (CNNE) - Underperformed in recent years and was only 1% of the portfolio. Our initial thesis centered on Bill Foley's ability to create value and the most valuable asset of CNNE was Dun & Bradstreet. That investment has not worked out and CNNE shares have lagged the broader market. We elected to sell the remaining position.”
Cannae Holdings, Inc.
Read the letters behind these Cannae Holdings, Inc. positions
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