Cannae Holdings, Inc. filings document a NYSE-listed investment holding company with common stock registered under CNNE and portfolio interests in operating businesses. Recent 8-K disclosures cover operating and financial results, shareholder letters, Regulation FD materials such as sum-of-the-parts analysis, annual meeting matters, and capital-structure disclosure.
The filings also record material agreements and financing items, including the termination of a margin loan facility associated with Alight shares held by a Cannae subsidiary. Governance and shareholder-voting disclosures appear alongside exhibits, press releases, and other material-event reports.
Cannae Holdings, Inc. is the target of a proxy solicitation by Carronade Capital Master, LP seeking election of four director nominees at the Company’s 2025 annual meeting.
Carronade, which beneficially owns approximately 3.2 million shares, filed a definitive proxy statement and a supplement and released an investor presentation and press release on November 10, 2025 outlining governance and value-creation arguments. Shareholders must vote by 11:59 pm Pacific Time on December 11, 2025 for votes to be counted; the Annual Meeting is scheduled for December 12, 2025.
Cannae Holdings (CNNE) reported a wider quarterly loss as affiliate results weighed on Q3 2025. Total operating revenues were $106.9 million versus $113.9 million a year ago, driven by restaurant revenue of $94.6 million and other operating revenue of $12.3 million. Operating loss improved to $13.2 million from $18.1 million, but equity in losses of unconsolidated affiliates of $57.5 million, primarily from Alight, led to a net loss attributable to common shareholders of $68.4 million, or $1.25 per share, compared with a $13.6 million loss last year.
Cannae closed the Dun & Bradstreet disposition on August 26, 2025, receiving aggregate cash proceeds of $540.3 million for its remaining 59,048,691 shares after a prior sale of 10.0 million shares for $89.5 million. Cash and cash equivalents rose to $233.8 million from $131.5 at year-end, aided by $629.8 million of D&B share sale proceeds year-to-date. The company repurchased 9,705,074 shares for $189.8 million under the 2023 program in the first nine months and 2,295,463 shares for $42.1 million under the 2022 program; additional repurchases occurred after quarter-end. Shares outstanding were 51,578,136 at September 30, 2025 and 49,285,406 as of November 7, 2025.
Cannae Holdings, Inc. furnished materials announcing its third quarter 2025 financial results. The company submitted a press release as Exhibit 99.1 and a Letter to Shareholders as Exhibit 99.2 for the quarter ended September 30, 2025. The materials are furnished and shall not be deemed “filed” under the Exchange Act, and are not incorporated by reference into Securities Act filings.
Cannae Holdings, Inc. filed a Form 13F reporting its institutional holdings. The report lists 4 holdings with a combined market value of $189,346,828. The filing was signed by Bryan D. Coy, Chief Financial Officer in Las Vegas on 11-05-2025.
The Vanguard Group filed an amended Schedule 13G (Amendment No. 9) on Cannae Holdings Inc. (CNNE), reporting beneficial ownership of 5,076,148 shares of common stock, representing 9.06% of the class as of 09/30/2025. Vanguard reports no sole voting power, shared voting power over 322,284 shares, sole dispositive power over 4,688,709 shares, and shared dispositive power over 387,439 shares.
The filing identifies Vanguard as an investment adviser (IA). It notes that clients of The Vanguard Group, Inc.—including registered investment companies and other managed accounts—have rights to dividends and sale proceeds tied to the reported securities, and that no other person’s interest exceeds 5%. Vanguard certifies the holdings were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.