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AREX Capital Management’s Cannae Holdings CNNE Stock Holding History

AREX Capital Management’s Portfolio CNNE Stock Details CNNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-57,500
Closed -$1.2M – 14
2025
Q2 		$1.2M Buy
57,500
+5,000
+10% +$92.4K 2.34% 8
2025
Q1 		$962K Sell
52,500
-887,790
-94% -$16.7M 1.96% 10
2024
Q4 		$18.7M Sell
940,290
-277,974
-23% -$5.57M 26.6% 2
2024
Q3 		$23.2M Sell
1,218,264
-42,275
-3% -$813K 28.22% 1
2024
Q2 		$22.9M Buy
1,260,539
+432,260
+52% +$8.39M 26.12% 1
2024
Q1 		$18.4M Buy
828,279
+615,779
+290% +$13M 20.63% 2
2023
Q4 		$4.15M Buy
212,500
+37,500
+21% +$683K 6.05% 7
2023
Q3 		$3.26M Buy
+175,000
New +$3.45M 2.22% 8

Other funds holding CNNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
NC
Nitorum Capital New York $147M AUM 45.08% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

AREX Capital Management's CNNE Position: Q3 2025 in Review

AREX Capital Management sold out of Cannae Holdings (CNNE) in Q3 2025, closing a stake of 57,500 shares — an estimated $1.2M sold.

AREX Capital Management first reported a position in CNNE in Q3 2023 and held it in 8 quarters. The position peaked at $23.2M in Q3 2024. 184 funds tracked by Wall St. Rank hold CNNE as of Q3 2025.

  • AREX Capital Management reported no remaining Cannae Holdings position as of Q3 2025 after selling out during the quarter.
  • AREX Capital Management sold 57,500 Cannae Holdings shares in Q3 2025, an estimated $1.2M.
  • AREX Capital Management first reported a position in Cannae Holdings in Q3 2023 and held it in 8 quarters.
  • AREX Capital Management's Cannae Holdings position peaked at $23.2M in Q3 2024.
  • 184 funds tracked by Wall St. Rank held Cannae Holdings as of Q3 2025.

Based on AREX Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.