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 reported a Q1 2026 net loss of $35.8M, with a loss attributable to common shareholders of $32.1M, narrowing from $113.0M a year earlier when discontinued Dun & Bradstreet operations weighed heavily on results. Total revenue was $96.2M, down from $103.2M, as Restaurant Group sales softened and comparable-store traffic declined.
Restaurant revenue fell to $91.9M and higher non‑cash impairments increased restaurant operating losses. Equity losses from unconsolidated affiliates were $5.8M, led by Black Knight Football and Alight. Cash and equivalents were $135.7M, with operating cash outflows of $21.2M. The company repurchased 1,185,000 shares for about $15.2M in Q1 2026 and another 2,100,000 shares for $27.2M through May 8 under its 2025 repurchase program, and the board authorized an additional 10.0M‑share 2026 program.
Cannae Holdings reported a first quarter 2026 net loss attributable to common shareholders of $32.1 million, or $0.70 per share, on total operating revenues of $96.2 million. The company emphasized a strategic shift toward sports and entertainment, led by its Black Knight Football investment, which generated $273.9 million of revenue and $136.1 million of EBITDA for the twelve months ended December 31, 2025.
Cannae has been monetizing non-core assets and returning capital, repurchasing 3.4 million shares, or 7.3% of its outstanding stock, for $43 million thus far in 2026, with buyback authorization increased to 14.9 million shares. Other key holdings showed mixed trends: Watkins delivered $70.7 million in 2025 net revenue with net leverage reduced to 2.1x, Minden Mill grew 2025 net revenue to $2.8 million but remained loss-making, JANA Partners’ revenue declined to $22.4 million, and the Restaurant Group produced twelve‑month revenue of $383.3 million with a $42.7 million net loss.
Cannae Holdings, Inc. files an amended annual report updating director, executive and governance disclosures, along with detailed discussion of its 2025 compensation program. The company highlights termination of its external Management Services Agreement with Trasimene, sharply lower related fees and a shift to a traditional salary, bonus and equity model for executives. Cannae reports reduced corporate operating expenses, significant share repurchases and a growing cash dividend, while refocusing its portfolio toward sports and entertainment assets such as Black Knight Football Club. The amendment also describes substantial board refreshment, declassification of the board over three years and responsiveness to a failed 2025 say‑on‑pay vote through lower executive pay and redesigned incentives.
Cannae Holdings, Inc. amendment: River Road Asset Management, LLC reported beneficial ownership of 1,960,105 shares of Common Stock, representing 4.2% of the class.
The filing states River Road has sole voting power over 1,591,553 shares and sole dispositive power over 1,960,105 shares. The form is signed by Meagan N. Snyder, CCO on 04/30/2026 and is labeled an Amendment No. 4 to a Schedule 13G/A.
Cannae Holdings, Inc. executive vice president and chief legal officer Peter T. Sadowski reported an insider transaction involving his IRA. On April 8, 2026, a non-derivative open-market sale of 157 shares of Cannae common stock was executed at $12.25 per share, leaving the IRA with no remaining shares.
In addition to this IRA activity, Sadowski reported direct holdings of 53,640 shares through the Sadowski Living Trust and 101,471 shares of Cannae common stock held directly after the reported date. The filing does not show any derivative securities, so his reported ownership consists solely of common stock held across these accounts.
Cannae Holdings, Inc. filed a Form 13F reporting institutional holdings with a Form 13F Information Table Value Total of $24,554,223 across 2 reported entries. The report was signed by Bryan D. Coy, Chief Financial Officer in Las Vegas on 04-15-2026.
Cannae Holdings, Inc. director Tyler Woodrow received an equity award of common stock as part of his board compensation. On 2026-03-31, he acquired 1,375 shares of Common Stock at $11.37 per share under the company’s Director Retainer Election Program. Following this grant, he directly holds 15,256 common shares, indicating a routine, compensation-related acquisition rather than an open-market purchase.
Schaible Cherie L reported acquisition or exercise transactions in this Form 4 filing.
Cannae Holdings, Inc. director Cherie L. Schaible received a grant of 2,437 shares of Common Stock, valued at $11.37 per share. This was a compensation-related award under the Director Retainer Election Program and increased her direct holdings to 8,690 shares.
Cannae Holdings, Inc. director Hugh R. Harris acquired 1,430 shares of common stock on March 31, 2026 through a grant under the company’s Director Retainer Election Program. The shares were valued at $11.37 per share, bringing his direct holdings to 69,317 shares.
This was recorded as a non-derivative grant or award, reflecting equity-based director compensation rather than an open-market purchase or sale.
Ammerman Douglas K reported acquisition or exercise transactions in this Form 4 filing.
Cannae Holdings, Inc. director Douglas K. Ammerman received an award of 3,848 shares of common stock on March 31, 2026. The shares were valued at $11.37 per share and were obtained under the company’s Director Retainer Election Program. Following this grant, Ammerman directly holds 68,986 shares of Cannae common stock. This is a compensation-related equity award rather than an open-market purchase or sale.